Kintayl Capital LP 13F Holdings

CIK 0002032385 · NEW YORK, NY

As of Sep 30, 2025, Kintayl Capital LP reported 36 positions worth 62.2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
KELLANOVAKConsumer Defensive240,122 9.7M12.14%
SANDSTORM GOLD LTDSANDBasic Materials930,324 1.6M7.18%
LIBERTY BROADBAND CORPLBRDKCommunication Services180,728 1.5M7.08%
NORFOLK SOUTHERN CORPNSCIndustrials38,100 1.4M7.06%
INTERPUBLIC GROUP OF COMPANIES INCIPGCommunication Services369,379 0.3M6.36%
CORE SCIENTIFIC INCCORZTechnology570,054 0.2M6.30%
NORTHWESTERN ENERGY GROUP INCNWEUtilities129,994$7.6M4.70%
SYNOVUS FINANCIAL CORPSNVFinancial Services152,144$7.5M4.60%
RIOT PLATFORMS INCRIOTFinancial Services339,281$6.5M3.98%
VANGUARD ULTRA-SHORT BOND ETFVUSB—120,600$6.0M3.72%
CYBERARK SOFTWARE LTDCYBRTechnology12,304$5.9M3.66%
CHART INDUSTRIES INCGTLSIndustrials23,448$4.7M2.89%
BURFORD CAPITAL LTDBURFinancial Services360,643$4.3M2.66%
ARES MANAGEMENT CORPARESFinancial Services26,568$4.2M2.62%
LAMB WESTON HOLDINGS INCLWConsumer Defensive72,333$4.2M2.59%
LIVE NATION ENTERTAINMENT INCLYVCommunication Services25,601$4.2M2.58%
PHILLIPS 66PSXEnergy29,270$4.0M2.45%
ALPHABET INCGOOGEquity14,600$3.6M2.19%
CHEVRON CORPCHVEnergy21,940$3.4M2.10%
MRC GLOBAL INCMRCEnergy211,148$3.0M1.88%
INSTACART (MAPLEBEAR INC)CARTConsumer Cyclical72,419$2.7M1.64%
VIKING THERAPEUTICS INCVKTXHealthcare100,191$2.6M1.62%
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETFICSH—45,380$2.3M1.42%
TXNM ENERGY INCTXNMUtilities35,352$2.0M1.23%
SPIRIT AEROSYSTEMS HOLDINGS INCSPRIndustrials46,448 .8M1.11%