Kintayl Capital LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$165.6B
Holdings
44
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (44 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WTRGESSENTIAL UTILS INC | 376,095 | $14.4B | 8.71% | |
| 2 | SYU1SYNOVUS FINL CORP | 276,426 | $13.8B | 8.35% | |
| 3 | NSCNORFOLK SOUTHN CORP | 36,572 | $10.6B | 6.38% | |
| 4 | QRVOQORVO INC | 124,268 | $10.5B | 6.34% | |
| 5 | NGDNEW GOLD INC CDA | 1,136,568 | $9.9B | 5.98% | |
| 6 | NWENORTHWESTERN ENERGY GROUP IN | 130,127 | $8.4B | 5.07% | |
| 7 | LBRDKLIBERTY BROADBAND CORP | 167,262 | $8.1B | 4.91% | |
| 8 | KVUEKENVUE INC | 352,734 | $6.1B | 3.67% | |
| 9 | 1RGREV GROUP INC | 81,366 | $4.9B | 2.99% | |
| 10 | HONHONEYWELL INTL INC | 23,455 | $4.6B | 2.76% | |
| 11 | RIOTRIOT PLATFORMS INC | 337,235 | $4.3B | 2.58% | |
| 12 | EAELECTRONIC ARTS INC | 19,799 | $4.0B | 2.44% | |
| 13 | WBDWARNER BROS DISCOVERY INC | 137,480 | $4.0B | 2.39% | |
| 14 | LYVLIVE NATION ENTERTAINMENT IN | 27,352 | $3.9B | 2.35% | |
| 15 | CYBRCYBERARK SOFTWARE LTD | 8,309 | $3.7B | 2.24% | |
| 16 | PCHPOTLATCHDELTIC CORPORATION | 84,787 | $3.4B | 2.04% | |
| 17 | CARTMAPLEBEAR INC | 72,543 | $3.3B | 1.97% | |
| 18 | TXNMTXNM ENERGY INC | 53,577 | $3.2B | 1.90% | |
| 19 | VKTXVIKING THERAPEUTICS INC | 87,053 | $3.1B | 1.85% | |
| 20 | ALAIR LEASE CORP | 47,011 | $3.0B | 1.82% | |
| 21 | CMACOMERICA INC | 33,697 | $2.9B | 1.77% | |
| 22 | HOUSANYWHERE REAL ESTATE INC | 205,110 | $2.9B | 1.75% | |
| 23 | BHFBRIGHTHOUSE FINL INC | 42,657 | $2.8B | 1.67% | |
| 24 | VECOVEECO INSTRS INC DEL | 88,982 | $2.5B | 1.54% | |
| 25 | CSGSCSG SYS INTL INC | 32,713 | $2.5B | 1.51% | |
| 26 | DDDUPONT DE NEMOURS INC | 61,402 | $2.5B | 1.49% | |
| 27 | AMWDAMERICAN WOODMARK CORPORATIO | 41,162 | $2.2B | 1.34% | |
| 28 | MOFGMIDWESTONE FINL GROUP INC NE | 45,733 | $1.8B | 1.06% | |
| 29 | LWLAMB WESTON HLDGS INC | 41,743 | $1.7B | 1.06% | |
| 30 | TWOTWO HBRS INVT CORP | 164,160 | $1.7B | 1.04% | |
| 31 | RNAAVIDITY BIOSCIENCES INC | 22,437 | $1.6B | 0.98% | |
| 32 | QQNITY ELECTRONICS INC | 19,672 | $1.6B | 0.97% | |
| 33 | CTLPCANTALOUPE INC | 150,588 | $1.6B | 0.97% | |
| 34 | CFLTCONFLUENT INC | 50,268 | $1.5B | 0.92% | |
| 35 | EXASEXACT SCIENCES CORP | 12,847 | $1.3B | 0.79% | |
| 36 | HOLXHOLOGIC INC | 17,354 | $1.3B | 0.78% | |
| 37 | HIHILLENBRAND INC | 39,512 | $1.3B | 0.76% | |
| 38 | PRAPROASSURANCE CORP | 45,967 | $1.1B | 0.67% | |
| 39 | CORZCORE SCIENTIFIC INC NEW | 74,664 | $1.1B | 0.66% | |
| 40 | TGNATEGNA INC | 46,608 | $904.0M | 0.55% | |
| 41 | PZZAPAPA JOHNS INTL INC | 17,713 | $681.0M | 0.41% | |
| 42 | JJACOBS SOLUTIONS INC | 3,422 | $453.0M | 0.27% | |
| 43 | SOLSSOLSTICE ADVANCED MATLS INC | 5,863 | $284.0M | 0.17% | |
| 44 | IMXIINTERNATIONAL MNY EXPRESS IN | 13,004 | $199.0M | 0.12% |