AYAL Capital Advisors Ltd SRI — STONERIDGE INC

Ownership history in AYAL Capital Advisors Ltd  ·  9 quarters on record

AI Ownership Summary

AYAL Capital Advisors Ltd reported STONERIDGE INC (SRI) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.2% in 2025 Q3. The latest visible filing shows SRI at 2.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SRI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AYAL Capital Advisors Ltd's position in STONERIDGE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SRI was reported at 2.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.2% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SRI stock page AYAL Capital Advisors Ltd fund profile AYAL Capital Advisors Ltd full holdings
How AYAL Capital Advisors Ltd held SRI — position size vs. price
% of Fund (quarterly)    SRI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 1,089,000 +22,330 +2.1% 2.20% $6.3M 2026-02-14 (Est.) $8.82
2025 Q3 ADDED — — — 1,066,670 +143,176 +15.5% 3.20% $8.1M 2025-11-14 $5.72
2025 Q2 UNCHANGED — — — 923,494 — 0% 1.55% $6.5M 2025-08-14 $8.11
2025 Q1 UNCHANGED — — — 923,494 — 0% 1.40% $4.2M 2025-05-15 $5.00
2024 Q4 ADDED — — — 923,494 +669,935 +264.2% 1.49% $5.8M 2025-02-14 $4.27
2024 Q3 REDUCED 35.1% -43.8% ✅ 253,559 -136,834 -35.1% 0.97% $2.8M 2024-11-14 $6.60
2024 Q2 ADDED — — — 390,393 +12,900 +3.4% 2.37% $6.2M 2024-08-14 $13.64
2024 Q1 ADDED — — — 377,493 +79,836 +26.8% 3.06% $7.0M 2024-05-15 $16.18
2023 Q4 INITIATED — — — 297,657 — — 2.44% $5.8M 2024-02-14 $18.26

🏢 Other funds also holding SRI

As of 2026 Q1 — sorted by position size

LAUREL OAK WEALTH MANAGEMENT, LLC 0.02% Assenagon Asset Management S.A. 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% True Wealth Design, LLC 3Y 0.0% Physician Wealth Advisors, Inc. 3Y 0.0% GAMMA Investing LLC 0.0% Blue Trust, Inc. 3Y 0.0% North Star Investment Management Corp. 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About AYAL Capital Advisors Ltd and SRI

These are the practical questions this page is built to answer before you even open the full history table.

How long has AYAL Capital Advisors Ltd reported owning SRI?

AYAL Capital Advisors Ltd reported SRI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SRI position in AYAL Capital Advisors Ltd's portfolio?

The largest reported portfolio weight for SRI was 3.20% in 2025 Q3.

What is the latest reported SRI position on this page?

The most recent filing on this page is 2025 Q4, when AYAL Capital Advisors Ltd reported 1,089,000 shares, equal to 2.20% of portfolio, with an estimated market value of $6.3M.

What does the chart on this SRI ownership page compare?

The chart compares AYAL Capital Advisors Ltd's quarterly SRI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AYAL Capital Advisors Ltd time their SRI position?

Based on 13F filing dates vs. subsequent SRI price moves, AYAL Capital Advisors Ltd correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on SRI relative to SPY over the holding period was -22.6%.

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