Kintayl Capital LP Q1 2025 Filing
Filed May 2, 2025
Portfolio Value
$141.3B
Holdings
33
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HESHESS CORP | 73,171 | $11.7B | 8.27% | |
| 2 | APY1EURCHAMPIONX CORPORATION | 356,742 | $10.6B | 7.52% | |
| 3 | WDCWESTERN DIGITAL CORP | 221,126 | $8.9B | 6.33% | |
| 4 | LBRDKLIBERTY BROADBAND CORP | 103,153 | $8.8B | 6.21% | |
| 5 | AKXANSYS INC | 25,730 | $8.1B | 5.76% | |
| 6 | DFSEURDISCOVER FINL SVCS | 47,172 | $8.1B | 5.70% | |
| 7 | HEIHEICO CORP NEW | 33,554 | $7.1B | 5.01% | |
| 8 | BILSPDR SER TR | 76,579 | $7.0B | 4.97% | |
| 9 | SGRYSURGERY PARTNERS INC | 264,321 | $6.3B | 4.44% | Call |
| 10 | ICSHISHARES TR | 122,200 | $6.2B | 4.38% | |
| 11 | VUSBVANGUARD BD INDEX FDS | 120,600 | $6.0B | 4.25% | |
| 12 | SHCSOTERA HEALTH CO | 419,796 | $4.9B | 3.46% | |
| 13 | IPGINTERPUBLIC GROUP COS INC | 167,019 | $4.5B | 3.21% | |
| 14 | FWRDUSDFORWARD AIR CORP | 223,087 | $4.5B | 3.17% | |
| 15 | LWLAMB WESTON HLDGS INC | 72,396 | $3.9B | 2.73% | |
| 16 | FYBRFRONTIER COMMUNICATIONS PARE | 89,508 | $3.2B | 2.27% | |
| 17 | BURBURFORD CAP LTD | 227,618 | $3.0B | 2.13% | |
| 18 | S9QSPIRIT AEROSYSTEMS HLDGS INC | 85,783 | $3.0B | 2.09% | |
| 19 | PSXPHILLIPS 66 | 23,114 | $2.9B | 2.02% | |
| 20 | 016VEREN INC | 208,198 | $2.9B | 2.02% | |
| 21 | CMRXEURCHIMERIX INC | 320,000 | $2.7B | 1.93% | |
| 22 | BB3BROOKLINE BANCORP INC DEL | 242,444 | $2.6B | 1.87% | |
| 23 | VKTXVIKING THERAPEUTICS INC | 99,973 | $2.4B | 1.71% | |
| 24 | WBAWALGREENS BOOTS ALLIANCE INC | 200,000 | $2.2B | 1.58% | |
| 25 | CCIICOHEN CIRCLE ACQUISITION COR | 154,275 | $1.7B | 1.22% | |
| 26 | RIOTRIOT PLATFORMS INC | 239,165 | $1.7B | 1.20% | |
| 27 | ITCIEURINTRA-CELLULAR THERAPIES INC | 11,516 | $1.5B | 1.07% | |
| 28 | WSCWILLSCOT HLDGS CORP | 49,538 | $1.4B | 0.97% | |
| 29 | RDFNREDFIN CORP | 144,698 | $1.3B | 0.94% | |
| 30 | ENFNENFUSION INC | 75,365 | $840.3M | 0.59% | |
| 31 | CUKCARNIVAL PLC | 40,616 | $712.0M | 0.50% | |
| 32 | GOOGLALPHABET INC | 2,545 | $393.6M | 0.28% | |
| 33 | VCSHVANGUARD SCOTTSDALE FDS | 3,029 | $239.1M | 0.17% |