Kintayl Capital LP
Top Portfolio Positions
51 positions ·
$182,151,315 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
40,200 | $26,143,668 | 14.35% | |
| WTRG |
Essential Utilities, Inc.
Utilities
|
359,033 | $14,458,258 | 7.94% | |
| QRVO |
Qorvo, Inc.
Technology
|
164,835 | $12,758,229 | 7.00% | |
| NWE |
NorthWestern Energy Group, Inc.
Utilities
|
170,055 | $11,213,426 | 6.16% | |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
611,377 | $10,540,139 | 5.79% | |
| NATL |
NCR Atleos Corp
Technology
|
155,226 | $6,764,749 | 3.71% | |
| WBS |
Webster Financial Corp
Financial Services
|
94,769 | $6,578,863 | 3.61% | |
| NSC |
Norfolk Southern Corp
Industrials
|
21,261 | $6,101,907 | 3.35% | |
| AES |
Aes Corp
Utilities
|
392,577 | $5,531,409 | 3.04% | |
| VAL |
Valaris Ltd
Energy
|
54,836 | $5,376,121 | 2.95% |
Portfolio Trend
6 quarters · across all stocks
Holdings in AMWD
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $780,229 | 19,589 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,218,631 | 41,162 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $697,374 | 10,446 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||