account_balance
Investment manager · 13F filer · SEC CIK 2011524
AYAL Capital Advisors Ltd
Reported value$195Mas of Jun 30, 2026
Positions39 18 new, 17 sold out
Top 10 weight45.6%PUMP alone is 7%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
PUMPPropetro HLDG Corp
7.2%Added +101%
CLSCelestica Inc
5.7%Trimmed −9%
PRCHPorch Group Inc
5.0%Trimmed −8%
SEISolaris Energy Infras Inc
4.5%Trimmed −59%
PARPar Technology Corp
4.0%Added +102%
REZIResideo Technologies Inc
4.0%
TSATTelesat Corp
3.9%Added +2%
GILGildan Activewear Inc
3.9%New
SRIStoneridge Inc
3.8%Trimmed −8%
OFIXOrthofix Med Inc
3.6%
RRXRegal Rexnord Corporation
3.4%New
SHCSotera Health Co
3.3%Added +101%
PUMPPropetro HLDG Corp
7.2%Added +101%
CLS5.7%PRCH5.0%SEI4.5%PAR4.0%REZI4.0%TSAT3.9%GIL3.9%SRI3.8%OFIX3.6%RRX3.4%SHC3.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PUMP Propetro HLDG Corp 7.2% Added +101%CLS Celestica Inc 5.7% Trimmed −9%PRCH Porch Group Inc 5.0% Trimmed −8%SEI Solaris Energy Infras Inc 4.5% Trimmed −59%PAR Par Technology Corp 4.0% Added +102%REZI Resideo Technologies Inc 4.0% HeldTSAT Telesat Corp 3.9% Added +2%GIL Gildan Activewear Inc 3.9% NewSRI Stoneridge Inc 3.8% Trimmed −8%OFIX Orthofix Med Inc 3.6% HeldRRX Regal Rexnord Corporation 3.4% NewSHC Sotera Health Co 3.3% Added +101%
What changed