account_balance
Investment manager · 13F filer · SEC CIK 2032385
Kintayl Capital LP
Reported value$208Mas of Jun 30, 2026
Positions57 25 new, 12 sold out
Top 10 weight46.4%WTRG alone is 9%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
WTRGEssential Utilities, Inc.
8.5%Added +29%
NATLNCR Atleos Corp
5.8%Added +79%
SLABSilicon Laboratories Inc.
5.6%Added +168%
AAUCAllied Gold Corp
4.4%Added +145%
EAElectronic Arts Inc
4.4%Added +79%
ORLAOrla MNG Ltd New
3.8%New
DDominion Energy, Inc
3.7%New
AVBAvalonbay Cmntys Inc
3.4%New
KVUEKenvue Inc.
3.4%Trimmed −39%
VALValaris Ltd
3.4%Added +76%
AESAES Corp
3.2%+14%
NWENorthWestern Energy Group, Inc.
3.1%−47%
WTRGEssential Utilities, Inc.
8.5%Added +29%
NATLNCR Atleos Corp
5.8%+79%
SLABSilicon Laboratories Inc.
5.6%+168%
AAUCAllied Gold Corp
4.4%+145%
EAElectronic Arts Inc
4.4%+79%
ORLAOrla MNG Ltd New
3.8%
DDominion Energy, Inc
3.7%
AVBAvalonbay Cmntys Inc
3.4%
KVUEKenvue Inc.
3.4%
VAL3.4%AES3.2%NWE3.1%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
WTRG Essential Utilities, Inc. 8.5% Added +29%NATL NCR Atleos Corp 5.8% Added +79%SLAB Silicon Laboratories Inc. 5.6% Added +168%AAUC Allied Gold Corp 4.4% Added +145%
EA Electronic Arts Inc 4.4% Added +79%
ORLA Orla MNG Ltd New 3.8% New
D Dominion Energy, Inc 3.7% NewAVB Avalonbay Cmntys Inc 3.4% New
KVUE Kenvue Inc. 3.4% Trimmed −39%VAL Valaris Ltd 3.4% Added +76%AES AES Corp 3.2% Added +14%NWE NorthWestern Energy Group, Inc. 3.1% Trimmed −47%What changed
Biggest moves since Mar 31, 2026
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