Holdings
Avantyr Capital Partners, LP
As of Jun 30, 2026, Avantyr Capital Partners, LP reported 22 positions worth US$2.39B. Largest: Visa Inc., Us Foods Holding Corp. and Madison Square Garden Sports Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Visa Inc. | 799K | US$274M | +209K | Jun 30, 2026 |
| Us Foods Holding Corp. | 2.16M | US$221M | +558K | Jun 30, 2026 |
| Madison Square Garden Sports Corp. | 467K | US$188M | new | Jun 30, 2026 |
| Vulcan Materials Company (holding Company) | 624K | US$184M | +85,211 | Jun 30, 2026 |
| Capital One Financial Corporation | 866K | US$174M | +252K | Jun 30, 2026 |
| Somnigroup International Inc. | 2.15M | US$169M | +1.53M | Jun 30, 2026 |
| Union Pacific Corporation | 455K | US$124M | +131K | Jun 30, 2026 |
| Louisiana-pacific Corporation | 1.55M | US$122M | +925K | Jun 30, 2026 |
| Nvidia Corporation | 553K | US$111M | −143K | Jun 30, 2026 |
| Ford Mtr Co Del | 7.3M | US$101M | new | Jun 30, 2026 |