Long-term investor
Avantyr Capital Partners, LP @avantyrcapitalpartnerslp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002087378).
Record
- Tracked since 2025-12-31 (257 days), 55 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.7%
- Max drawdown n/a · win rate 5% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- V · 10.1% · long · since 2026-03-31
- G51502105 · 8.5% · long · since 2025-12-31
- USFD · 8.1% · long · since 2026-03-31
- MSGS · 6.9% · long · since 2025-12-31
- VMC · 6.8% · long · since 2026-03-31
- COF · 6.4% · long · since 2025-12-31
- SGI · 6.2% · long · since 2026-03-31
- UNP · 4.6% · long · since 2025-12-31
- LPX · 4.5% · long · since 2026-03-31
- NVDA · 4.1% · long · since 2025-12-31
- F · 3.7% · long · since 2026-06-30
- N00985106 · 3.7% · long · since 2025-12-31