Avantyr Capital Partners, LP — 13F holdings

Avantyr Capital Partners, LP reported 24 holdings worth $2.72B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. V Visa Inc — $274M (10.1%)
  2. JCI JOHNSON CTLS INTL PLC — $230M (8.5%)
  3. USFD US FOODS HLDG CORP — $221M (8.1%)
  4. MSGS MADISON SQUARE GRDN SPRT COR — $188M (6.9%)
  5. VMC VULCAN MATLS CO — $184M (6.8%)
  6. COF CAPITAL ONE FINL CORP — $174M (6.4%)
  7. SGI SOMNIGROUP INTERNATIONAL INC — $169M (6.2%)
  8. UNP UNION PAC CORP — $124M (4.6%)
  9. LPX LOUISIANA PAC CORP — $122M (4.5%)
  10. NVDA NVIDIA CORPORATION — $111M (4.1%)