Ashley Amarosa

Kintayl Capital Lp

Assets Managed

$192.028M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 2d ago

Growth Rate

15.96%(2Q avg: 9.03%)

Sustained Growth

2 quarters

Portfolio positions

This chart displays the top 10 holdings in Kintayl Capital Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 52 positions.

Assets under management

The assets under management (AUM) of Kintayl Capital Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 192.028M in assets, with a quarterly growth rate of 15.96% and a 2-quarter average growth rate of 9.03%. The portfolio is managed by Ashley Amarosa, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SPY Spdr S&p 500 Etf Trust Recent Activity New Position	13.62%	$26.144M↑ Call 40,200 shares@ $650.34 avg price	New Position
WTRG Essential Utilities Inc Recent Activity Decreased -4.53%	7.53%	$14.458M 359,033 shares@ $40.28 avg price	Decreased -4.53%
QRVO Qorvo Inc Recent Activity Increased 32.65%	6.65%	$12.758M 164,835 shares@ $77.4 avg price	Increased 32.65%
NWE Northwestern Energy Group In Recent Activity Increased 30.69%	5.84%	$11.213M 170,055 shares@ $65.95 avg price	Increased 30.69%
KVUE Kenvue Inc Recent Activity Increased 73.33%	5.49%	$10.54M 611,377 shares@ $17.24 avg price	Increased 73.33%
LBRDK Liberty Broadband-c Recent Activity Increased 17.48%	5.15%	$9.883M 196,486 shares@ $50.31 avg price	Increased 17.48%
NATL Ncr Atleos Corp Recent Activity New Position	3.53%	$6.765M 155,226 shares@ $43.58 avg price	New Position
WBS Webster Financial Corp Recent Activity New Position	3.43%	$6.579M 94,769 shares@ $69.43 avg price	New Position
NSC Norfolk Southern Corp Recent Activity Decreased -41.86%	3.18%	$6.102M 21,261 shares@ $287.0 avg price	Decreased -41.86%
AES Aes Corp Recent Activity New Position	2.89%	$5.531M 392,577 shares@ $14.1 avg price	New Position

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