Kintayl Capital Lp Top Holdings and 13F Report (2025) About Kintayl Capital LpInvestment ActivityKintayl Capital Lp has $141.33 million in total holdings as of March 31, 2025.Kintayl Capital Lp owns shares of 33 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 45.62% of the portfolio was purchased this quarter.About 17.98% of the portfolio was sold this quarter.This quarter, Kintayl Capital Lp has purchased 21 new stocks and bought additional shares in 9 stocks.Kintayl Capital Lp sold shares of 3 stocks and completely divested from 5 stocks this quarter.Largest Holdings Hess $11,687,604ChampionX $10,630,912Western Digital $8,940,124Liberty Broadband $8,773,163ANSYS $8,145,089 Largest New Holdings this Quarter 15872M104 - ChampionX $10,630,912 Holding86881A100 - Surgery Partners $6,277,624 Holding35909D109 - Frontier Communications Parent $3,209,757 HoldingG17977110 - Burford Capital $3,006,834 Holding718546104 - Phillips 66 $2,854,117 Holding Largest Purchases this Quarter ChampionX 356,742 shares (about $10.63M)Surgery Partners 264,321 shares (about $6.28M)Liberty Broadband 46,755 shares (about $3.98M)HEICO 17,656 shares (about $3.72M)Discover Financial Services 20,913 shares (about $3.57M) Largest Sales this Quarter Sotera Health 410,792 shares (about $4.79M)ANSYS 4,257 shares (about $1.35M)Hess 993 shares (about $158.61K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKintayl Capital Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorHESHess$11,687,604$158,612 ▼-1.3%73,1718.3%EnergyCHXChampionX$10,630,912$10,630,912 ▲New Holding356,7427.5%ConstructionWDCWestern Digital$8,940,124$1,816,722 ▲25.5%221,1266.3%Computer and TechnologyLBRDKLiberty Broadband$8,773,163$3,976,513 ▲82.9%103,1536.2%Consumer DiscretionaryANSSANSYS$8,145,089$1,347,596 ▼-14.2%25,7305.8%Computer and TechnologyDFSDiscover Financial Services$8,052,260$3,569,849 ▲79.6%47,1725.7%FinanceHEI.AHEICO$7,078,887$3,724,886 ▲111.1%33,5545.0%AerospaceBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$7,024,5920.0%76,5795.0%ETFSGRYSurgery Partners$6,277,624$6,277,624 ▲New Holding264,3214.4%MedicalICSHiShares Ultra Short-Term Bond Active ETF$6,195,5400.0%122,2004.4%ETFVUSBVanguard Ultra-Short Bond ETF$6,012,5130.0%120,6004.3%ETFSHCSotera Health$4,894,821$4,789,834 ▼-49.5%419,7963.5%MedicalIPGInterpublic Group of Companies$4,536,236$753,907 ▲19.9%167,0193.2%Business ServicesFWRDForward Air$4,481,818$1,111,580 ▲33.0%223,0873.2%TransportationLWLamb Weston$3,858,707$2,300,428 ▲147.6%72,3962.7%Consumer StaplesFYBRFrontier Communications Parent$3,209,757$3,209,757 ▲New Holding89,5082.3%Computer and TechnologyBURBurford Capital$3,006,834$3,006,834 ▲New Holding227,6182.1%FinanceSPRSpirit AeroSystems$2,956,082$1,068 ▲0.0%85,7832.1%AerospacePSXPhillips 66$2,854,117$2,854,117 ▲New Holding23,1142.0%EnergyVEREN INC$2,851,865$2,851,865 ▲New Holding208,1982.0%COM NEWCMRXChimerix$2,723,200$2,723,200 ▲New Holding320,0001.9%MedicalBRKLBrookline Bancorp$2,642,640$2,642,640 ▲New Holding242,4441.9%FinanceVKTXViking Therapeutics$2,414,348$1,182,843 ▲96.0%99,9731.7%MedicalWBAWalgreens Boots Alliance$2,234,000$2,234,000 ▲New Holding200,0001.6%Retail/WholesaleCOHEN CIRCLE ACQUISITION COR$1,729,423$1,729,423 ▲New Holding154,2751.2%SHS CL ARIOTRiot Platforms$1,702,855$1,702,855 ▲New Holding239,1651.2%Business ServicesITCIIntra-Cellular Therapies$1,519,191$1,519,191 ▲New Holding11,5161.1%MedicalWSCWillScot Mobile Mini$1,377,156$1,377,156 ▲New Holding49,5381.0%FinanceRDFNRedfin$1,332,669$1,332,669 ▲New Holding144,6980.9%FinanceENFNEnfusion$840,320$840,320 ▲New Holding75,3650.6%Computer and TechnologyCUKCarnival Co. &$711,998$711,998 ▲New Holding40,6160.5%Consumer DiscretionaryGOOGLAlphabet$393,559$393,559 ▲New Holding2,5450.3%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$239,1090.0%3,0290.2%ETFGOOGAlphabet$0$10,482,198 ▼-100.0%00.0%Computer and TechnologySMARSmartsheet$0$7,079,727 ▼-100.0%00.0%Computer and TechnologyCPRICapri$0$828,121 ▼-100.0%00.0%Retail/WholesaleENLCEnLink Midstream$0$522,347 ▼-100.0%00.0%EnergyHTLFHeartland Financial USA$0$207,824 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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