Skip to main content
Equibles

Value Aligned Research Advisors, LLC

Position in KEEL — Keel Infrastructure Corp.

CIK 1963565 PRINCETON, NJ
Back to KEEL Full portfolio

Position in KEEL

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$29,586,026
+$14,346,541 QoQ
Shares Held
5,154,360
-34.0% QoQ
Ownership
0.835%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#20
of 281 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in KEEL Over Time

Shares Held

Position Value (USD)

Derivatives in KEEL

reported options exposure · as of Jun 30, 2026
CallValue
$733,572
CallShares
127,800
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Information Technology Services

Technology · as of Jun 30, 2026

Value Aligned Research Advisors, LLC holds $512,241,498 across 4 Information Technology Services names. KEEL ranks #3 (5.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CIFR
Cipher Digital Inc.
 11,125,393 $272,572,128
2 APLD
Applied Digital Corp.
 5,546,030 $206,866,919
3 KEEL
Keel Infrastructure Corp.
This page 		5,154,360 $29,586,026
4 TSSI
TSS, Inc.
 261,498 $3,216,425

All Filings in KEEL

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $733,572 127,800
2026-06-30 $29,586,026 5,154,360
2026-03-31 $249,210 127,800
2026-03-31 $15,239,485 7,815,121