AYAL Capital Advisors Ltd 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AC AYAL Capital Advisors Ltd | Institutional Filer | ▲ 10.21% | $164.8M | 34 |
Current Portfolio Holdings
Showing all 34 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CLS | Celestica Inc. | Technology | 34K | $9.5M | 5.78% |
| 2 | BGSI | Boyd Group Services Inc. | Consumer Cyclical | 71K | $9.1M | 5.52% |
| 3 | OFIX | Orthofix Medical Inc. | Healthcare | 784K | $9.0M | 5.45% |
| 4 | GFF | Griffon Corporation | Industrials | 120K | $8.7M | 5.29% |
| 5 | TFII | TFI International Inc. | Industrials | 80K | $8.7M | 5.27% |
| 6 | REZI | Resideo Technologies, Inc. | Industrials | 250K | $8.4M | 5.11% |
| 7 | ACA | Arcosa, Inc. | Industrials | 73K | $7.8M | 4.73% |
| 8 | ATEX | Anterix Inc. | Communication Services | 197K | $7.5M | 4.57% |
| 9 | PUMP | ProPetro Holding Corp. | Energy | 486K | $7.0M | 4.25% |
| 10 | MIDD | The Middleby Corporation | Industrials | 50K | $6.6M | 4.02% |
| 11 | APTV | Aptiv PLC | Consumer Cyclical | 95K | $6.6M | 4.00% |
| 12 | SLM | SLM Corporation | Financial Services | 300K | $6.4M | 3.90% |
| 13 | SMTC | Semtech Corporation | Technology | 72K | $5.6M | 3.38% |
| 14 | MEOH | Methanex Corporation | Basic Materials | 91K | $5.4M | 3.30% |
| 15 | TSAT | Telesat Corporation | Technology | 148K | $5.4M | 3.25% |
Showing 1 to 15 of 34 holdings