AYAL Capital Advisors Ltd
AYAL Capital Advisors Ltd reported 44 holdings worth US$370M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
AYAL Capital Advisors Ltd reported 44 holdings worth US$370M as of Jun 30, 2026. Largest: Propetro Holding Corp., Celestica Inc. and Porch Group, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 44
- Value as reported
- US$370M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Propetro Holding Corp. | 979K | US$14M | 3.8% |
| Celestica Inc. | 30,600 | US$11.2M | 3.0% |
| Porch Group, Inc. | 649K | US$9.76M | 2.6% |
| Solaris Energy Infrastructure, Inc. | 109K | US$8.78M | 2.4% |
| Par Technology Corporation | 450K | US$7.84M | 2.1% |
| Resideo Technologies, Inc. | 250K | US$7.78M | 2.1% |
| Telesat Corporation | 152K | US$7.67M | 2.1% |
| Gildan Activewear Inc. | 147K | US$7.57M | 2.0% |
| Stoneridge, Inc. | 1M | US$7.36M | 2.0% |
| Orthofix Medical Inc. | 775K | US$7.09M | 1.9% |
| Regal Rexnord Corporation | 28,000 | US$6.67M | 1.8% |
| Sotera Health Company | 362K | US$6.43M | 1.7% |
| Golar Lng Limited | 125K | US$6.24M | 1.7% |
| Kbr, Inc. | 170K | US$5.87M | 1.6% |
| Cogent Communications Holdings, Inc. | 400K | US$5.55M | 1.5% |
| Dauch Corporation | 1M | US$5.43M | 1.5% |
| Griffon Corporation | 55,000 | US$5.36M | 1.5% |
| Centuri Holdings, Inc. | 175K | US$5.29M | 1.4% |
| Slm Corporation | 200K | US$5.19M | 1.4% |
| Nextnav Inc. | 282K | US$5.02M | 1.4% |
| Fortune Brands Innovations, Inc. | 90,274 | US$4.96M | 1.3% |
| Bio-rad Laboratories, Inc. | 16,333 | US$4.8M | 1.3% |
| Sky Harbour Group Corporation | 425K | US$4.18M | 1.1% |
| Quidelortho Corporation | 180K | US$3.15M | 0.85% |
| Ball Corporation | 42,500 | US$2.65M | 0.72% |
| Hub Group, Inc. | 52,500 | US$2.3M | 0.62% |
| Octave Specialty Group, Inc. | 280K | US$1.75M | 0.47% |
| Red Robin Gourmet Burgers, Inc. | 180K | US$1.44M | 0.39% |
| Gfl Environmental Inc | 35,000 | US$1.29M | 0.35% |
| Compass, Inc. | 100K | US$1.23M | 0.33% |
| Sprott Inc. | 9,500 | US$1.07M | 0.29% |
| Colliers International Group Inc. | 11,000 | US$1.03M | 0.28% |
| Transalta Corporation | 65,000 | US$899K | 0.24% |
| Latham Group, Inc. | 112K | US$726K | 0.20% |
| Boyd Group Services Inc | 7,566 | US$716K | 0.19% |
| Methanex Corporation | 0 | US$0 | 0.00% |
| The Middleby Corporation | 0 | US$0 | 0.00% |
| Netgear, Inc. | 0 | US$0 | 0.00% |
| Semtech Corporation | 0 | US$0 | 0.00% |
| Tiptree Inc. | 0 | US$0 | 0.00% |
| Tfi International Inc. | 0 | US$0 | 0.00% |
| Voyager Technologies, Inc. | 0 | US$0 | 0.00% |
| Algoma Steel Group Inc. | 0 | US$0 | 0.00% |
| Anterix Inc. | 0 | US$0 | 0.00% |
| Arcosa, Inc. | 0 | US$0 | 0.00% |
| Cae Inc. | 0 | US$0 | 0.00% |
| Calumet, Inc | 0 | US$0 | 0.00% |
| Ducommun Incorporated | 0 | US$0 | 0.00% |
| Gxo Logistics, Inc. | 0 | US$0 | 0.00% |
| Ingevity Corporation | 0 | US$0 | 0.00% |
| Lululemon Athletica Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related