AYAL Capital Advisors Ltd In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), AYAL Capital Advisors Ltd reported 39 stock positions worth $195.3 million . Its top holding was Propetro (PUMP) at 7.2% of the portfolio, followed by Celestica (CLS, 5.7% ) and Porch (PRCH, 5.0% ). Compared with Q1 2026, it opened 18 new positions, sold out of 16, added to 7 and reduced 10. The biggest buy was a new position in Gildan Activewear (GIL) and the biggest sale an exit from Tfi International (TFII).
Location Toronto, A6
CIK 0002011524
Portfolio Value $195.3M (Q2 2026) Holdings 39 stocks · $195.3M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2026 PUMP Propetro Holding Corp. 979,100 $14.0M Add +101.5% CLS Celestica Inc. 30,600 $11.2M Reduce -9.5% PRCH Porch Group Inc. 648,829 $9.8M Reduce -8.2% SEI Solaris Energy Infrastructur 109,100 $8.8M Reduce -59.4% PAR Par Technology Corp. 450,000 $7.8M Add +101.7% REZI Resideo Technologies Inc. 250,000 $7.8M No change TSAT Telesat Corp. 151,500 $7.7M Add +2.4% GIL Gildan Activewear Inc. 146,800 $7.6M New SRI Stoneridge Inc. 1,004,860 $7.4M Reduce -7.7% OFIX Orthofix Medical Inc. 775,421 $7.1M Reduce -1.1% RRX Regal Rexnord Corp. 28,000 $6.7M New SHC Sotera Health Co. 362,000 $6.4M Add +101.1% GLNG Golar LNG Ltd. 125,219 $6.2M Add +12.1% KBR KBR Inc. 170,000 $5.9M New FLEX Flex Ltd. 36,000 $5.8M New CCOI Cogent Communications Holdin 400,000 $5.6M New APTV Aptiv PLC 90,000 $5.5M Reduce -6.3% DCH Dauch Corporation 1,002,100 $5.4M Add +25.3% GFF Griffon Corp. 55,000 $5.4M Reduce -54.2% CTRI Centuri Holdings Inc. 175,000 $5.3M No change SLM SLM Corp. 200,000 $5.2M Reduce -33.3% NN Nextnav Inc. 281,600 $5.0M New FBIN Fortune Brands Innovations I 90,274 $5.0M New BIO Bio-Rad Laboratories-A 16,333 $4.8M New SGHC Super Group SGHC Ltd. 340,000 $4.6M Reduce -8.6% SKYH SKY Harbour Group Corp. 424,592 $4.2M No change QDEL Quidelortho Corp. 180,000 $3.2M New BALL Ball Corp. 42,500 $2.7M New HUBG Hub Group Inc. Class A 52,500 $2.3M New OSG Octave Specialty Group Inc. 280,000 $1.7M New RRGB Red Robin Gourmet Burgers 179,944 $1.4M New GFL GFL Environmental Inc.-Sub VT 35,000 $1.3M New COMP Compass Inc. Class A 100,000 $1.2M New SII Sprott Inc. 9,500 $1.1M New CIGI Colliers Intl GR-Subord Vot 11,000 $1.0M Add +120.0% NVRI Enviri Corp. 46,181 $1.0M New TAC Transalta Corp. 65,000 $899K No change SWIM Latham Group Inc. 112,188 $726K New BGSI Boyd Group Services Inc. 7,566 $716K Reduce -89.4%
Options reported separately and not counted above: SPY puts ($97.5M), AIQ puts ($32.4M), QQQ puts ($29.6M), HUBG calls ($8.3M), NASA puts ($6.6M).
Portfolio Sells Q1 2026 → Q2 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▲ TFII Tfi International Inc. Sold out 0.00% −4.44 BGSI Boyd Group Services Inc. Reduce -89.4% 0.37% −4.29 ACA Arcosa Inc. Sold out 0.00% −3.99 ATEX Anterix Inc. Sold out 0.00% −3.85 MIDD Middleby Corp. Sold out 0.00% −3.39 SEI Solaris Energy Infrastructur Reduce -59.4% 4.50% −3.28 SMTC Semtech Corp. Sold out 0.00% −2.85 CLMT Calumet Inc. Sold out 0.00% −2.79 MEOH Methanex Corp. Sold out 0.00% −2.79 DCO Ducommun Inc. Sold out 0.00% −2.50 NTGR Netgear Inc. Sold out 0.00% −2.01 LULU Lululemon Athletica Inc. Sold out 0.00% −1.96 GFF Griffon Corp. Reduce -54.2% 2.75% −1.72 GXO Gxo Logistics Inc. Sold out 0.00% −1.46 VOYG Voyager Technologies Inc. Class A Sold out 0.00% −1.32 NGVT Ingevity Corp. Sold out 0.00% −1.11 OFIX Orthofix Medical Inc. Reduce -1.1% 3.63% −0.97 SLM SLM Corp. Reduce -33.3% 2.66% −0.63 APTV Aptiv PLC Reduce -6.3% 2.83% −0.58 TIPT Tiptree Inc. Sold out 0.00% −0.28 CAE Cae Inc. Sold out 0.00% −0.22 ASTL Algoma Steel Group Inc. Sold out 0.00% −0.20 SGHC Super Group SGHC Ltd. Reduce -8.6% 2.36% +0.30 CLS Celestica Inc. Reduce -9.5% 5.72% +0.84 SRI Stoneridge Inc. Reduce -7.7% 3.77% +1.07 PRCH Porch Group Inc. Reduce -8.2% 5.00% +2.40
Portfolio Buys Q1 2026 → Q2 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▼ GIL Gildan Activewear Inc. New 3.88% +3.88 PUMP Propetro Holding Corp. Add +101.5% 7.19% +3.61 RRX Regal Rexnord Corp. New 3.42% +3.42 KBR KBR Inc. New 3.01% +3.01 FLEX Flex Ltd. New 2.99% +2.99 CCOI Cogent Communications Holdin New 2.84% +2.84 NN Nextnav Inc. New 2.57% +2.57 FBIN Fortune Brands Innovations I New 2.54% +2.54 PAR Par Technology Corp. Add +101.7% 4.01% +2.49 BIO Bio-Rad Laboratories-A New 2.46% +2.46 SHC Sotera Health Co. Add +101.1% 3.29% +1.97 QDEL Quidelortho Corp. New 1.61% +1.61 BALL Ball Corp. New 1.36% +1.36 TSAT Telesat Corp. Add +2.4% 3.93% +1.19 HUBG Hub Group Inc. Class A New 1.18% +1.18 OSG Octave Specialty Group Inc. New 0.89% +0.89 RRGB Red Robin Gourmet Burgers New 0.74% +0.74 GFL GFL Environmental Inc.-Sub VT New 0.66% +0.66 COMP Compass Inc. Class A New 0.63% +0.63 SII Sprott Inc. New 0.55% +0.55 NVRI Enviri Corp. New 0.52% +0.52 SWIM Latham Group Inc. New 0.37% +0.37 DCH Dauch Corporation Add +25.3% 2.78% +0.35 CIGI Colliers Intl GR-Subord Vot Add +120.0% 0.53% +0.25 GLNG Golar LNG Ltd. Add +12.1% 3.20% +0.10
Options Activity Q1 2026 → Q2 2026 Security Type Change vs Q1 2026 Underlying Shares Value ▼ SPY SS SPDR S&P 500 ETF Trust-US put Add +521.4% 130,500 $97.5M HYG Ishr Ibx Usd Hiyld CB ETF-Ui put Sold out 796,500 $63.4Mbefore exit AIQ Global X Art Intel & Tech put New 494,500 $32.4M QQQ Invesco QQQ Trust Series 1 put New 40,200 $29.6M IWM iShares Russell 2000 ETF put Sold out 97,500 $24.2Mbefore exit CF CF Industries Holdings Inc. put Sold out 99,500 $12.9Mbefore exit OIH Vaneck Oil Services ETF put Sold out 30,000 $12.1Mbefore exit HUBG Hub Group Inc. Class A call New 190,000 $8.3M NASA Tema Space Innovators ETF put New 217,500 $6.6M BN Brookfield Corp. put Sold out 132,000 $5.3Mbefore exit CP Canadian Pacific Kansas City put Sold out 67,500 $5.3Mbefore exit NVRI Enviri Corp. call Sold out 90,000 $5.3Mbefore exit BMO Bank of Montreal put Sold out 35,000 $4.7Mbefore exit ARKK ARK Innovation ETF put Sold out 54,500 $3.7Mbefore exit CLMT Calumet Inc. put Sold out 95,000 $3.4Mbefore exit ICLR Icon PLC call Sold out 30,000 $3.3Mbefore exit ICLR Icon PLC put Sold out 30,000 $3.3Mbefore exit MGA Magna International Inc. put Sold out 50,000 $2.8Mbefore exit EA Electronic Arts Inc. put Sold out 13,500 $2.8Mbefore exit SEI Solaris Energy Infrastructur put Sold out 45,000 $2.5Mbefore exit GLNG Golar LNG Ltd. call Sold out 45,000 $2.4Mbefore exit LULU Lululemon Athletica Inc. call Sold out 15,000 $2.3Mbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 39 $195.3M PUMP, CLS, PRCH, SEI, PAR Q1 2026 38 $195.4M SEI, CLS, BGSI, OFIX, GFF Q4 2025 36 $182.5M NVRI, SEI, OFIX, BGSI, PAR Q3 2025 33 $173.4M NVRI, OFIX, SEI, SRI, CLMT Q2 2025 35 $183.5M OFIX, FLR, SEI, BKD, NVRI Q1 2025 29 $150.8M BKD, GLNG, OFIX, IP, NOA Q4 2024 35 $196.6M GLNG, OFIX, SEI, ASTL, NOA Q3 2024 28 $173.8M MDU, BARNES GROUP INC, OFIX, GLNG, CLS Q2 2024 26 $157.6M MDU, BARNES GROUP INC, CVCO, ACA, OFIX Q1 2024 24 $139.2M MDU, ACA, OFIX, PETQ, CVCO