account_balance
Investment manager · 13F filer · SEC CIK 2087378
Avantyr Capital Partners, LP
Reported value$2.72Bas of Jun 30, 2026
Positions24 8 new, 6 sold out
Top 10 weight66.1%V alone is 10%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
The top 10 stocks are 66.1% of this fund. 14 other stocks make up the rest.
V Visa Inc 10.1% Added +35%JCI Johnson Controls Internation 8.5% Trimmed −17%USFD US Foods HLDG Corp 8.1% Added +35%MSGS Madison Square GRDN SPRT Cor 6.9% NewVMC Vulcan Matls Co 6.8% Added +16%COF Capital One Finl Corp 6.4% Added +41%SGI Somnigroup International Inc 6.2% Added +245%UNP Union Pac Corp 4.6% Added +41%LPX Louisiana Pac Corp 4.5% Added +149%NVDA Nvidia Corporation 4.1% Trimmed −21%
14 other stocks33.9%
Bar length compares each stock with the biggest holding. Tags compare share counts with the Mar 31, 2026 filing. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed