DOSSIER · 13F-HR · Q4 2025

AYAL Capital Advisors Ltd

AYAL's pension fund based in New York, NY $287M in tracked AUM across 42 positions as of Q4 2025.

A
AYAL·New York, NY·Pension Fund
CIK 0002011524 · last filed Dec 31, 2025
Total AUM
$287M
8.8%
vs prior
Holdings
42
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
Top sector
Financials
4% weight
concentration
AI Analysis · Q4 2025 · Q4 2025

Portfolio Overview

AYAL Capital Advisors Ltd reported a significant contraction in portfolio value for the quarter ended September 30, 2025. The total assets under management (AUM) decreased by 68.8%, dropping from $418.64 million to $130.64 million. This drastic reduction was driven by a combination of asset reallocation and substantial de-risking rather than pure market depreciation, evidenced by the 33 position exits and a massive reduction in the SPY holding. The fund currently holds 24...

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
HYG
ISHARES TR
$58M725K20.4%
02
ARKK
ARK ETF TR
$27M354K9.5%
03
SEI
SOLARIS ENERGY INFRAS INC
$17M369K5.9%
04
NVRI
ENVIRI CORP
$16M915K5.7%
05
SPY
SPDR S&P 500 ETF TR
$13M20K4.6%
06
OFIX
ORTHOFIX MED INC
$11M742K3.9%
07
BGSI
BOYD GROUP SERVICES INC
$9M58K3.2%
08
PAR
PAR TECHNOLOGY CORP
$7M205K2.6%
09
ACA
ARCOSA INC
$7M67K2.5%
10
MIDD
MIDDLEBY CORP
$7M44K2.3%

Filing history

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