Q2 2026 13F · SEC CIK 2032385

Kintayl Capital LP

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $207.7M
Reported positions: 57
Holdings vs S&P 500, 3 yrs: —
Assets under management: $279.1M

Kintayl Capital LP is a hedge fund that reported 57 positions worth $207.7M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Essential Utils Inc Com (WTRG, 8.5%), Ncr Atleos Corporation (NATL, 5.8%), Silicon Laboratories Inc (SLAB, 5.6%).

Kintayl Capital LP holdings largest 50 of 57 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Kintayl Capital LP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
WTRGEssential Utils Inc Com	8.5%	8.9%	462,708	+28.9%	$17.7M
NATLNcr Atleos Corporation	5.8%	4.2%	278,169	+79.2%	$12.1M
SLABSilicon Laboratories Inc	5.6%	2.5%	52,875	+168.5%	$11.6M
AAUCAllied Gold Corp	4.4%	3.0%	387,350	+144.8%	$9.2M
EAElectronic Arts Inc	4.4%	3.1%	44,270	+79.2%	$9.1M
ORLAOrla Mng Ltd New	3.8%	New	798,999	—	$7.8M
DDominion Energy Inc	3.7%	New	112,082	—	$7.7M
AVBAvalonBay Communities Inc	3.4%	New	37,889	—	$7.1M
KVUEKenvue Inc	3.4%	6.5%	371,222	-39.3%	$7.1M
VALValaris Ltd	3.4%	3.3%	96,422	+75.8%	$7.0M
AESAES Corp	3.2%	3.4%	449,205	+14.4%	$6.6M
NWENorthwestern Energy Group Inc Com New	3.1%	6.9%	89,342	-47.5%	$6.4M
EQHEquitable Hldgs Inc	2.8%	New	134,260	—	$5.9M
ROKURoku Inc	2.8%	New	41,984	—	$5.8M
SYNASynaptics Inc	2.7%	New	44,358	—	$5.5M
QRVOQorvo Inc	2.5%	7.9%	56,251	-65.9%	$5.2M
DBRGDigitalbridge Group Inc	2.5%	1.7%	328,991	+87.3%	$5.2M
NSCNorfolk Southn Corporation	2.2%	3.8%	14,730	-30.7%	$4.6M
HUNHuntsman Corp	1.8%	New	357,799	—	$3.8M
CPRXCatalyst Pharmaceuticals Inc	1.7%	New	114,111	—	$3.6M
GSATGlobalstar Inc	1.7%	New	43,360	—	$3.5M
BLDTopbuild Cor	1.7%	New	9,886	—	$3.5M
RIOTRiot Platforms Inc	1.6%	2.1%	125,144	-54.5%	$3.4M
TXNMTxnm Energy Inc	1.6%	2.5%	59,168	-13.8%	$3.4M
TPXSomnigroup International Inc	1.6%	New	42,613	—	$3.3M
PENPenumbra, Inc.	1.4%	0.6%	9,251	+225.4%	$2.9M
OGNOrganon & Co	1.4%	New	214,850	—	$2.9M
WBSWebster Finl Corp	1.4%	4.0%	37,382	-60.6%	$2.9M
GTLSChart Inds Inc	1.2%	New	12,156	—	$2.5M
WBDWarner Bros Discovery Inc	1.2%	2.8%	94,863	-43.5%	$2.5M
ZIMZim Integrated Shipping Serv	1.1%	0.9%	89,547	+56.9%	$2.3M
LBRDKLiberty Broadband Corp	1.1%	6.1%	68,306	-65.2%	$2.3M
ACAArcosa Inc	1.0%	New	13,735	—	$2.0M
LYVLive Nation Entertainment in	0.8%	0.6%	8,882	+42.0%	$1.6M
TECHBio-Techne Corp	0.8%	New	22,689	—	$1.6M
BHFBrighthouse Finl Inc	0.7%	0.9%	23,913	-4.6%	$1.5M
LWLamb Weston Hldgs Inc	0.7%	0.6%	34,331	+41.1%	$1.5M
CARTMaplebear Inc	0.7%	0.7%	29,335	+0.0%	$1.4M
STELStellar Bancorp Inc	0.7%	0.2%	34,435	+344.0%	$1.4M
QQnity Electronics Inc Common Stock	0.6%	1.0%	8,005	-45.7%	$1.3M
ESPREsperion Therapeutics Inc Ne	0.6%	New	400,000	—	$1.3M
HONAHoneywell Aerospace Inc	0.6%	New	5,580	—	$1.2M
NVRIEnviri Corp	0.6%	New	55,281	—	$1.2M
VKTXViking Therapeutics Inc	0.6%	0.6%	29,273	+0.0%	$1.1M
NSANational Storage Affiliates	0.4%	1.5%	20,637	-67.1%	$918K
LCIILci Inds	0.4%	New	8,400	—	$889K
HONHoneywell Intl Inc	0.3%	New	3,080	—	$690K
DDDupont de Nemours Inc Common Stock	0.2%	New	3,696	—	$501K
FDXFedex Corp	0.2%	0.4%	1,549	-3.8%	$485K
VECOVeeco Instrs Inc Del	0.2%	0.1%	5,994	+0.0%	$454K

What Kintayl Capital LP bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.2% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$207.7M	57
Q1 2026	$162.5M	44
Q4 2025	$165.6M	44
Q3 2025	$145.8M	36
Q2 2025	$159.6M	39
Q1 2025	$139.0M	33
Q4 2024	$107.9M	21

Questions about Kintayl Capital LP's portfolio

What stocks does Kintayl Capital LP own?

Kintayl Capital LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 57 positions worth $207.7M. The largest are Essential Utils Inc Com (WTRG) at 8.5%, Ncr Atleos Corporation (NATL) at 5.8%, Silicon Laboratories Inc (SLAB) at 5.6%, Allied Gold Corp (AAUC) at 4.4% and Electronic Arts Inc (EA) at 4.4%.

What did Kintayl Capital LP buy last quarter?

In Q2 2026, Kintayl Capital LP added a new position in Orla Mng Ltd New (ORLA), a new position in Dominion Energy Inc (D), a new position in AvalonBay Communities Inc (AVB), a new position in Equitable Hldgs Inc (EQH), a new position in Roku Inc (ROKU), Stellar Bancorp Inc (STEL) (+344.0% shares), Penumbra, Inc. (PEN) (+225.4% shares) and Silicon Laboratories Inc (SLAB) (+168.5% shares), compared with its Q1 2026 filing.

What did Kintayl Capital LP sell last quarter?

In Q2 2026, Kintayl Capital LP cut from its top 50 Coterra Energy Inc (COG), cut from its top 50 Hologic Inc (HOLX), cut from its top 50 Honeywell Intl. Inc (HON), cut from its top 50 Air Lease Corp (AL), cut from its top 50 Dupont de Nemours Inc (DD), National Storage Affiliates (NSA) (-67.1% shares), Qorvo Inc (QRVO) (-65.9% shares) and Liberty Broadband Corp (LBRDK) (-65.2% shares), compared with its Q1 2026 filing.

When is Kintayl Capital LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Kintayl Capital LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Kintayl Capital LP manage?

Kintayl Capital LP reported $279.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $207.7M.