Holdings of AYAL Capital Advisors Ltd
26 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 59.4 % of the equity sleeve
Sector breakdown
- Unattributed 100.0 %
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 %
- JE 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 25 | 138.3M $ | 99.96 % |
| 2 | JE | 1 | 58.5K $ | 0.04 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Solaris Energy Infrastructure Inc | 268,800 | 15.2M $ | |
| 2 | Orthofix Medical Inc | 783,689 | 9M $ | |
| 3 | Griffon Corp | 120,000 | 8.7M $ | |
| 4 | Resideo Technologies Inc | 250,000 | 8.4M $ | |
| 5 | Arcosa Inc | 73,400 | 7.8M $ | |
| 6 | Anterix Inc | 197,119 | 7.5M $ | |
| 7 | ProPetro Holding Corp | 486,000 | 7M $ | |
| 8 | Middleby Corp/The | 50,000 | 6.6M $ | |
| 9 | SLM Corp | 300,000 | 6.4M $ | |
| 10 | Semtech Corp | 72,400 | 5.6M $ | |
| 11 | Calumet Inc | 151,877 | 5.5M $ | |
| 12 | Stoneridge Inc | 1,089,000 | 5.3M $ | |
| 13 | Centuri Holdings Inc | 175,000 | 5.1M $ | |
| 14 | Porch Group Inc | 706,662 | 5.1M $ | |
| 15 | Ducommun Inc | 40,000 | 4.9M $ | |
| 16 | Dauch Corporation | 800,000 | 4.7M $ | |
| 17 | Sky Harbour Group Corp | 424,592 | 4.1M $ | |
| 18 | NETGEAR Inc | 180,000 | 3.9M $ | |
| 19 | Lululemon Athletica Inc | 25,000 | 3.8M $ | |
| 20 | PAR Technology Corp | 223,138 | 3M $ | |
| 21 | GXO Logistics Inc | 55,000 | 2.9M $ | |
| 22 | Sotera Health Co | 180,000 | 2.6M $ | |
| 23 | Voyager Technologies Inc | 110,000 | 2.6M $ | |
| 24 | Ingevity Corp | 30,463 | 2.2M $ | |
| 25 | Tiptree Inc | 32,523 | 550.3K $ | |
| 26 | Aptiv PLC | 1,000 | 58.5K $ |