AYAL Capital Advisors
AYAL Capital Advisors reported 39 stocks worth $195M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are PUMP (7.2%), CLS (5.7%) and PRCH (5.0%). Compared with Q1 2026, the fund opened new positions in GIL, RRX and KBR, added to PUMP, PAR and TSAT, trimmed CLS, PRCH and SEI and sold out of TFII, ACA and ATEX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  PUMP Propetro Hldg Corp | $14M | 7.2% | 979K | +493K (+101%) | 2 of 8 | |
| 2 |  CLS Celestica Inc | $11.2M | 5.7% | 31K | −3,200 (−9%) | 7 of 8 | |
| 3 |  PRCH Porch Group Inc | $9.8M | 5.0% | 649K | −58K (−8%) | 3 of 8 | |
| 4 |  SEI Solaris Energy Infras Inc | $8.8M | 4.5% | 109K | −160K (−59%) | 7 of 8 | |
| 5 |  PAR Par Technology Corp | $7.8M | 4.0% | 450K | +227K (+102%) | 4 of 8 | |
| 6 |  REZI Resideo Technologies Inc | $7.8M | 4.0% | 250K | No change | 3 of 8 | |
| 7 |  TSAT Telesat Corp | $7.7M | 3.9% | 152K | +3,500 (+2%) | 2 of 8 | |
| 8 |  GIL Gildan Activewear Inc F | $7.6M | 3.9% | 147K | New position | 1 of 8 | |
| 9 |  SRI Stoneridge Inc | $7.4M | 3.8% | 1M | −84K (−8%) | 8 of 8 | |
| 10 |  OFIX Orthofix Med Inc | $7.1M | 3.6% | 775K | −8,268 (−1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 TFII Tfi Intl Inc | $8.7M | 80K |
 ACA Arcosa Inc | $7.8M | 73K |
 ATEX Anterix Inc | $7.5M | 197K |
 MIDD Middleby Corp | $6.6M | 50K |
 SMTC Semtech Corp | $5.6M | 72K |
🔒 Free account: see all 17.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →AYAL Capital Advisors 13F FAQ
What does AYAL Capital Advisors own?
AYAL Capital Advisors reported 39 stocks worth $195M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are PUMP (7.2%), CLS (5.7%) and PRCH (5.0%). The table above lists every position in the filing (the top 10 without an account).
What did AYAL Capital Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 18 new positions, 7 added to, 10 trimmed and 17 sold out. New positions include GIL, RRX and KBR. It sold all of TFII, ACA and ATEX.
When will AYAL Capital Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is AYAL Capital Advisors's portfolio worth?
The Q2 2026 filing reports $195M in US stocks ($370M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.