DOSSIER · 13F-HR · Q2 2026

Avantyr Capital Partners, LP

$2.7B in tracked AUM across 24 positions as of Q2 2026.

AC
CIK 0002087378 · last filed Jun 30, 2026
Total AUM
$2.7B
as of Q2 2026
Holdings
24
positions
Whale Score
70
70
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

Avantyr Capital Partners, LP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
V
VISA INC
$274M799K10.1%
02
G51502105
JOHNSON CONTROLS INTERNATION
$230M1.6M8.5%
03
USFD
US FOODS HLDG CORP
$221M2.2M8.1%
04
MSGS
MADISON SQUARE GRDN SPRT COR
$188M467K6.9%
05
VMC
VULCAN MATLS CO
$184M624K6.8%
06
COF
CAPITAL ONE FINL CORP
$174M866K6.4%
07
SGI
SOMNIGROUP INTERNATIONAL INC
$169M2.2M6.2%
08
UNP
UNION PAC CORP
$124M455K4.6%
09
LPX
LOUISIANA PAC CORP
$122M1.5M4.5%
10
NVDA
NVIDIA CORPORATION
$111M553K4.1%

Filing history

2026Q2Jun 30
$2.7B 30.5%
24 positionsView →
2026Q1Mar 31
$2.1B 24.7%
22 positionsView →
2025Q4Dec 31
$1.7B
25 positionsView →