account_balance
Investment manager · 13F filer · SEC CIK 2087378
Avantyr Capital Partners, LP
Reported value$2.72Bas of Jun 30, 2026
Positions24 8 new, 6 sold out
Top 10 weight66.1%V alone is 10%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VVisa Inc
10.1%Added +35%
JCIJohnson Controls Internation
8.5%Trimmed −17%
USFDUS Foods HLDG Corp
8.1%Added +35%
MSGSMadison Square GRDN SPRT Cor
6.9%New
VMCVulcan Matls Co
6.8%Added +16%
COFCapital One Finl Corp
6.4%Added +41%
SGISomnigroup International Inc
6.2%Added +245%
UNPUnion Pac Corp
4.6%Added +41%
LPXLouisiana Pac Corp
4.5%Added +149%
NVDANvidia Corporation
4.1%Trimmed −21%
FFord MTR Co
3.7%New
AERAercap Holdings NV
3.7%Trimmed −35%
VVisa Inc
10.1%Added +35%
JCI8.5%USFD8.1%MSGS6.9%
VMC6.8%COF6.4%SGI6.2%UNP4.6%LPX4.5%NVDA4.1%F3.7%AER3.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
V Visa Inc 10.1% Added +35%JCI Johnson Controls Internation 8.5% Trimmed −17%USFD US Foods HLDG Corp 8.1% Added +35%
MSGS Madison Square GRDN SPRT Cor 6.9% New
VMC Vulcan Matls Co 6.8% Added +16%COF Capital One Finl Corp 6.4% Added +41%SGI Somnigroup International Inc 6.2% Added +245%UNP Union Pac Corp 4.6% Added +41%LPX Louisiana Pac Corp 4.5% Added +149%NVDA Nvidia Corporation 4.1% Trimmed −21%F Ford MTR Co 3.7% NewAER Aercap Holdings NV 3.7% Trimmed −35%What changed