Titelia

Holdings of Kintayl Capital LP

41 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 59 % of the equity sleeve

Sector breakdown

  • Communication 7.0 %
  • Consumer staples 7.0 %
  • Industrials 6.2 %
  • Energy 2.9 %
  • Technology 1.1 %
  • Health care 0.3 %
  • Unattributed 75.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US41150.7M $100.00 %

Positions

RankCompanySharesValueWeight
1Essential Utilities Inc 359,03314.5M $
2Qorvo Inc 164,83512.8M $
3Northwestern Energy Group Inc 170,05511.2M $
4Kenvue Inc 611,37710.5M $
5Liberty Broadband Corp 196,4869.9M $
6NCR Atleos Corp 155,2266.8M $
7Webster Financial Corp 94,7696.6M $
8Norfolk Southern Corp 21,2616.1M $
9AES Corp/The 392,5775.5M $
10Electronic Arts Inc 24,7005M $
11Warner Bros Discovery Inc 167,9754.6M $
12Coterra Energy Inc 126,4224.4M $
13Silicon Laboratories Inc 19,6934.1M $
14TXNM Energy Inc 68,6024M $
15Hologic Inc 52,8474M $
16Riot Platforms Inc 274,9143.4M $
17DigitalBridge Group Inc 175,6272.7M $
18Honeywell International Inc 11,7302.7M $
19Air Lease Corp 38,9472.5M $
20National Storage Affiliates Trust 62,7672.4M $
21DuPont de Nemours Inc 50,9972.3M $
22Clearwater Analytics Holdings Inc 96,3392.3M $
23Thermon Group Holdings Inc 44,3822.2M $
24Cantaloupe Inc 193,3772.1M $
25Arcellx Inc 17,4682M $
26Sun Country Airlines Holdings Inc 107,0151.8M $
27Qnity Electronics Inc 14,7551.7M $
28Terns Pharmaceuticals Inc 28,5001.5M $
29Brighthouse Financial Inc 25,0641.5M $
30ProAssurance Corp 56,8551.4M $
31Maplebear Inc 29,3351.1M $
32Lamb Weston Holdings Inc 24,3311M $
33Onestream Inc 42,5081M $
34Live Nation Entertainment Inc 6,256954.1K $
35Viking Therapeutics Inc 29,273952.5K $
36Penumbra Inc 2,843933.6K $
37American Woodmark Corp 19,589780.2K $
38FedEx Corp 1,610573.5K $
39Becton Dickinson & Co 2,421380.7K $
40Stellar Bancorp Inc 7,756283.9K $
41Veeco Instruments Inc 5,994203K $