Kintayl Capital as of June 30, 2026
Portfolio Holdings for Kintayl Capital
Kintayl Capital holds 61 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY) | 11.4 | $29M | 39k | 746.77 | |
| Essential Utils (WTRG) | 7.0 | $18M | 463k | 38.31 | |
| Ncr Atleos Corporation Com Shs (NATL) | 4.8 | $12M | 278k | 43.41 | |
| Silicon Laboratories (SLAB) | 4.6 | $12M | 53k | 218.56 | |
| Ishares Tr Iboxx Hi Yd Etf Put Option (HYG) | 3.7 | $9.2M | 115k | 79.97 | |
| Allied Gold Corp Com New (AAUC) | 3.7 | $9.2M | 387k | 23.77 | |
| Electronic Arts (EA) | 3.6 | $9.1M | 44k | 205.04 | |
| Orla Mining LTD New F (ORLA) | 3.1 | $7.8M | 799k | 9.79 | |
| Dominion Resources (D) | 3.0 | $7.7M | 112k | 68.29 | |
| AvalonBay Communities (AVB) | 2.8 | $7.1M | 38k | 188.69 | |
| Kenvue (KVUE) | 2.8 | $7.1M | 371k | 19.11 | |
| Valaris Cl A (VAL) | 2.8 | $7.0M | 96k | 72.60 | |
| AES Corporation (AES) | 2.6 | $6.6M | 449k | 14.66 | |
| Northwestern Energy Group In Com New (NWE) | 2.5 | $6.4M | 89k | 71.62 | |
| Equitable Holdings (EQH) | 2.3 | $5.9M | 134k | 43.88 | |
| Roku Com Cl A (ROKU) | 2.3 | $5.8M | 42k | 138.14 | |
| Synaptics, Incorporated (SYNA) | 2.2 | $5.5M | 44k | 124.23 | |
| Qorvo (QRVO) | 2.1 | $5.2M | 56k | 93.27 | |
| Digitalbridge Group Cl A New (DBRG) | 2.1 | $5.2M | 329k | 15.78 | |
| Norfolk Southern (NSC) | 1.8 | $4.6M | 15k | 314.59 | |
| Huntsman Corporation (HUN) | 1.5 | $3.8M | 358k | 10.62 | |
| Vaneck Etf Trust Gold Miners Etf Put Option (GDX) | 1.5 | $3.8M | 50k | 75.45 | |
| Catalyst Pharmaceutical Partners (CPRX) | 1.4 | $3.6M | 114k | 31.43 | |
| Globalstar Com New (GSAT) | 1.4 | $3.5M | 43k | 81.29 | |
| Topbuild | 1.4 | $3.5M | 9.9k | 354.53 | |
| Riot Blockchain (RIOT) | 1.4 | $3.4M | 125k | 27.38 | |
| PNM Resources (TXNM) | 1.3 | $3.4M | 59k | 56.78 | |
| Tempur-Pedic International (SGI) | 1.3 | $3.3M | 43k | 78.40 | |
| Penumbra (PEN) | 1.2 | $2.9M | 9.3k | 315.75 | |
| Organon & Co Common Stock (OGN) | 1.2 | $2.9M | 215k | 13.54 | |
| Webster Financial Corporation (WBS) | 1.1 | $2.9M | 37k | 76.42 | |
| Chart Industries (GTLS) | 1.0 | $2.5M | 12k | 208.94 | |
| Warner Bros Discovery Com Ser A (WBD) | 1.0 | $2.5M | 95k | 26.66 | |
| Zim Integrated Shipping Serv SHS (ZIM) | 0.9 | $2.3M | 90k | 26.00 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.9 | $2.3M | 68k | 33.26 | |
| Ishares Tr Russell 2000 Etf Put Option (IWM) | 0.9 | $2.2M | 7.4k | 300.45 | |
| Arcosa (ACA) | 0.8 | $2.0M | 14k | 145.29 | |
| Live Nation Entertainment (LYV) | 0.6 | $1.6M | 8.9k | 183.11 | |
| Bio-techne Corporation (TECH) | 0.6 | $1.6M | 23k | 70.65 | |
| Brighthouse Finl (BHF) | 0.6 | $1.5M | 24k | 63.30 | |
| Lamb Weston Hldgs (LW) | 0.6 | $1.5M | 34k | 43.18 | |
| Maplebear (CART) | 0.6 | $1.4M | 29k | 47.35 | |
| Stellar Bancorp Ord | 0.5 | $1.4M | 34k | 39.32 | |
| Qnity Electronics Common Stock (Q) | 0.5 | $1.3M | 8.0k | 163.31 | |
| Esperion Therapeutics (ESPR) | 0.5 | $1.3M | 400k | 3.16 | |
| Honeywell Aerospace (HONA) | 0.5 | $1.2M | 5.6k | 221.08 | |
| Enviri Corp | 0.5 | $1.2M | 55k | 21.95 | |
| Viking Therapeutics (VKTX) | 0.5 | $1.1M | 29k | 39.01 | |
| National Storage Affiliates Com Shs Ben In (NSA) | 0.4 | $918k | 21k | 44.47 | |
| Lci Industries (LCII) | 0.4 | $889k | 8.4k | 105.88 | |
| Honeywell International (HON) | 0.3 | $690k | 3.1k | 223.90 | |
| Dupont De Nemours Common Stock (DD) | 0.2 | $501k | 3.7k | 135.64 | |
| FedEx Corporation (FDX) | 0.2 | $485k | 1.5k | 313.13 | |
| Veeco Instruments (VECO) | 0.2 | $454k | 6.0k | 75.80 | |
| Ihs Holding Ord Shs (IHS) | 0.2 | $401k | 49k | 8.24 | |
| Becton, Dickinson and (BDX) | 0.1 | $366k | 2.4k | 151.33 | |
| Xoma Royalty Corporation Com New (XOMA) | 0.1 | $360k | 8.5k | 42.50 | |
| Talkspace (TALK) | 0.1 | $301k | 58k | 5.20 | |
| Clear Channel Outdoor Holdings (CCO) | 0.1 | $271k | 112k | 2.42 | |
| Re/max Hldgs Cl A (RMAX) | 0.1 | $235k | 24k | 9.86 | |
| Fedex Fght Hldg Common Stock (FDXF) | 0.1 | $201k | 1.3k | 151.00 |