Kintayl Capital LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$162.2B
Holdings
36
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KELKELLANOVA | 240,122 | $19.7B | 12.14% | Call |
| 2 | AYS1SANDSTORM GOLD LTD | 930,324 | $11.6B | 7.18% | |
| 3 | LBRDKLIBERTY BROADBAND CORP | 180,728 | $11.5B | 7.08% | |
| 4 | NSCNORFOLK SOUTHN CORP | 38,100 | $11.4B | 7.06% | |
| 5 | IPGINTERPUBLIC GROUP COS INC | 369,379 | $10.3B | 6.36% | |
| 6 | CORZCORE SCIENTIFIC INC NEW | 570,054 | $10.2B | 6.30% | |
| 7 | NWENORTHWESTERN ENERGY GROUP IN | 129,994 | $7.6B | 4.70% | |
| 8 | SYU1SYNOVUS FINL CORP | 152,144 | $7.5B | 4.60% | |
| 9 | RIOTRIOT PLATFORMS INC | 339,281 | $6.5B | 3.98% | |
| 10 | VUSBVANGUARD BD INDEX FDS | 120,600 | $6.0B | 3.72% | |
| 11 | CYBRCYBERARK SOFTWARE LTD | 12,304 | $5.9B | 3.66% | |
| 12 | GTLSCHART INDS INC | 23,448 | $4.7B | 2.89% | |
| 13 | BURBURFORD CAP LTD | 360,643 | $4.3B | 2.66% | |
| 14 | ARESARES MANAGEMENT CORPORATION | 26,568 | $4.2B | 2.62% | |
| 15 | LWLAMB WESTON HLDGS INC | 72,333 | $4.2B | 2.59% | |
| 16 | LYVLIVE NATION ENTERTAINMENT IN | 25,601 | $4.2B | 2.58% | |
| 17 | PSXPHILLIPS 66 | 29,270 | $4.0B | 2.45% | |
| 18 | GOOGALPHABET INC | 14,600 | $3.6B | 2.19% | |
| 19 | CVXCHEVRON CORP NEW | 21,940 | $3.4B | 2.10% | |
| 20 | 37MMRC GLOBAL INC | 211,148 | $3.0B | 1.88% | |
| 21 | CARTMAPLEBEAR INC | 72,419 | $2.7B | 1.64% | |
| 22 | VKTXVIKING THERAPEUTICS INC | 100,191 | $2.6B | 1.62% | |
| 23 | ICSHISHARES TR | 45,380 | $2.3B | 1.42% | |
| 24 | TXNMTXNM ENERGY INC | 35,352 | $2.0B | 1.23% | |
| 25 | S9QSPIRIT AEROSYSTEMS HLDGS INC | 46,448 | $1.8B | 1.11% | |
| 26 | AEBAALLETE INC | 19,329 | $1.3B | 0.79% | |
| 27 | PRAPROASSURANCE CORP | 41,850 | $1.0B | 0.62% | |
| 28 | HOUSANYWHERE REAL ESTATE INC | 76,555 | $810.7M | 0.50% | |
| 29 | CCLCARNIVAL CORP | 26,420 | $763.8M | 0.47% | |
| 30 | AMWDAMERICAN WOODMARK CORPORATIO | 10,446 | $697.4M | 0.43% | |
| 31 | LBRDALIBERTY BROADBAND CORP | 9,825 | $622.2M | 0.38% | |
| 32 | 07WAMR COOPER GROUP INC | 2,497 | $526.3M | 0.32% | |
| 33 | VBTXVERITEX HLDGS INC | 13,753 | $461.1M | 0.28% | |
| 34 | GJBSTEELCASE INC | 20,100 | $345.7M | 0.21% | |
| 35 | VCSHVANGUARD SCOTTSDALE FDS | 3,029 | $242.1M | 0.15% | |
| 36 | PBIPITNEY BOWES INC | 10,208 | $116.5M | 0.07% |