Institutions / AYAL Capital Advisors Ltd

AYAL Capital Advisors Ltd

CIK 2011524 · Institution · as of Dec 31, 2025
Portfolio value
$182.55M
Positions
36
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 36 →
CompanyClassValueShares% of portfolio
ENVIRI Corp$15.05M840,0008.2%
Solaris Energy Infrastructure, Inc.$14.21M309,1217.8%
Orthofix Medical Inc.$11.25M742,3726.2%
Boyd Group Services Inc$9.26M58,0985.1%
Par Technology Corp$7.44M205,0004.1%
Arcosa, Inc.$7.12M66,9723.9%
Middleby Corp$6.54M44,0003.6%
Stoneridge Inc$6.31M1,089,0003.5%
Bio-Rad Laboratories, Inc.$6.06M20,0003.3%
Golar Lng Ltd$6.00M161,3193.3%
Anterix Inc.$5.78M265,0003.2%
GXO Logistics, Inc.$5.26M100,0002.9%
Dauch Corporation$5.13M800,0002.8%
Centuri Holdings, Inc.$5.05M200,0002.8%
Kyndryl Holdings, Inc.$5.05M190,0002.8%
NETGEAR Inc$5.00M203,6722.7%
Resideo Technologies, Inc.$4.95M140,8402.7%
SLM Corp$4.58M169,1802.5%
Celestica IncCLSCommon Stock$4.55M15,4002.5%
Super Group Sghc Limited$4.51M377,4062.5%
Tfi Intl Inc$4.03M38,9502.2%
Genius Sports Ltd$3.88M352,0092.1%
Calumet, Inc. /DE$3.87M195,0002.1%
Sky Harbour Group CorpSKYHCommon Stock$3.81M424,5922.1%
Ducommun Inc /De$3.81M40,0002.1%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.