0000929638-25-003036.txt : 20250814 0000929638-25-003036.hdr.sgml : 20250814 20250814160117 ACCESSION NUMBER: 0000929638-25-003036 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250630 FILED AS OF DATE: 20250814 DATE AS OF CHANGE: 20250814 EFFECTIVENESS DATE: 20250814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: AYAL Capital Advisors Ltd CENTRAL INDEX KEY: 0002011524 ORGANIZATION NAME: EIN: 000000000 STATE OF INCORPORATION: Z4 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23905 FILM NUMBER: 251218444 BUSINESS ADDRESS: STREET 1: 151 YONGE STREET STREET 2: SUITE 1900 CITY: TORONTO STATE: A6 ZIP: M5C 2W7 BUSINESS PHONE: 416-687-6671 MAIL ADDRESS: STREET 1: 151 YONGE STREET STREET 2: SUITE 1900 CITY: TORONTO STATE: A6 ZIP: M5C 2W7 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE 0002011524 XXXXXXXX 06-30-2025 06-30-2025 false AYAL Capital Advisors Ltd

151 YONGE STREET SUITE 1900 Toronto A6 M5C 2W7

13F HOLDINGS REPORT 028-23905 000169853 802-78881 N Peter Chan 416-687-6671 /s/ Peter Chan Toronto A6 08-14-2025 0 52 418641388 INFORMATION TABLE 2 informationtable.xml AGCO CORP COM 001084102 5158000 50000 SH SOLE 50000 0 0 ALGOMA STL GROUP INC COM 015658107 14090050 2045000 SH Call SOLE 2045000 0 0 ALGOMA STL GROUP INC COM 015658107 7523880 1092000 SH SOLE 1092000 0 0 ALIGN TECHNOLOGY INC COM 016255101 4922580 26000 SH SOLE 26000 0 0 ALLEGIANT TRAVEL CO COM 01748X102 10407530 189400 SH Call SOLE 189400 0 0 AMRIZE LTD SHS H2927K103 5450500 110000 SH SOLE 110000 0 0 ANI PHARMACEUTICALS INC COM 00182C103 3915000 60000 SH SOLE 60000 0 0 ANTERIX INC COM 03676C100 6160386 240171 SH SOLE 240171 0 0 ARGAN INC COM 04010E109 5512000 25000 SH Put SOLE 25000 0 0 BROOKDALE SR LIVING INC COM 112463104 8030448 1153800 SH SOLE 1153800 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 4667600 40000 SH SOLE 40000 0 0 BXP INC COM 101121101 1248195 18500 SH Put SOLE 18500 0 0 CALUMET INC COM 131428104 5277925 335000 SH SOLE 335000 0 0 CELESTICA INC COM 15101Q207 5729237 36700 SH SOLE 36700 0 0 CHART INDS INC COM 16115Q308 2881375 17500 SH Call SOLE 17500 0 0 COPART INC COM 217204106 2453500 50000 SH Put SOLE 50000 0 0 DOW INC COM 260557103 1986000 75000 SH Put SOLE 75000 0 0 ENVIRI CORP COM 415864107 7591328 874577 SH SOLE 874577 0 0 FERROGLOBE PLC SHS G33856108 5495597 1497438 SH SOLE 1497438 0 0 FLUOR CORP NEW COM 343412102 8977377 175100 SH SOLE 175100 0 0 GLOBAL X FDS DATA CTR & DIGIT 37954Y236 5592000 300000 SH Put SOLE 300000 0 0 GLOBE LIFE INC COM 37959E102 5344470 43000 SH SOLE 43000 0 0 GOLAR LNG LTD SHS G9456A100 5944500 144319 SH SOLE 144319 0 0 GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 6574500 135000 SH SOLE 135000 0 0 HCI GROUP INC COM 40416E103 1293700 8500 SH Put SOLE 8500 0 0 INTERNATIONAL PAPER CO COM 460146103 5535306 118200 SH SOLE 118200 0 0 ISHARES TR IBOXX HI YD ETF 464288513 31453500 390000 SH Put SOLE 390000 0 0 ISHARES TR MSCI USA MMENTM 46432F396 34846400 145000 SH Put SOLE 145000 0 0 KBR INC COM 48242W106 637602 13300 SH SOLE 13300 0 0 LATHAM GROUP INC COM 51819L107 5104000 800000 SH SOLE 800000 0 0 LIBERTY MEDIA CORP DEL COM LBTY LIV S A 531229748 5643080 71000 SH SOLE 71000 0 0 MAGNITE INC COM 55955D100 4002400 165937 SH SOLE 165937 0 0 METHANEX CORP COM 59151K108 4965000 150000 SH Put SOLE 150000 0 0 METHANEX CORP COM 59151K108 6486706 195973 SH SOLE 195973 0 0 NETGEAR INC COM 64111Q104 7267558 250002 SH SOLE 250002 0 0 NORTH AMERN CONSTR GROUP LTD COM 656811106 4986879 312070 SH SOLE 312070 0 0 ORTHOFIX MED INC COM 68752M108 10516713 943203 SH SOLE 943203 0 0 OSCAR HEALTH INC CL A 687793109 1393600 65000 SH Put SOLE 65000 0 0 POWERFLEET INC COM 73931J109 1409667 327069 SH SOLE 327069 0 0 PROFICIENT AUTO LOGISTICS INC COM 74317M104 4288482 590700 SH SOLE 590700 0 0 PROFOUND MED CORP COM NEW 74319B502 243717 41308 SH SOLE 41308 0 0 ROGERS COMMUNICATIONS INC CL B 775109200 4449000 150000 SH Call SOLE 150000 0 0 SIX FLAGS ENTERTAINMENT CORP COM 83001C108 6390300 210000 SH SOLE 210000 0 0 SKY HARBOUR GROUP CORPORATION COM CL A 83085C107 4148264 424592 SH SOLE 424592 0 0 SOLARIS ENERGY INFRAS INC COM CL A 83418M103 8406062 297139 SH SOLE 297139 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 91132875 147500 SH Put SOLE 147500 0 0 SPDR SERIES TRUST S&P BK ETF 78464A797 5297200 95000 SH Call SOLE 95000 0 0 STONERIDGE INC COM 86183P102 6501398 923494 SH SOLE 923494 0 0 SURGERY PARTNERS INC COM 86881A100 2778750 125000 SH SOLE 125000 0 0 TFI INTL INC COM 87241L109 910151 10150 SH SOLE 10150 0 0 VANECK ETF TRUST URANIUM AND NUCL 92189F601 16121100 145000 SH Put SOLE 145000 0 0 XPONENTIAL FITNESS INC COM CL A 98422X101 1498000 200000 SH SOLE 200000 0 0