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Bayforest Capital Ltd
Period ended Sep 30, 2026 · Latest filing Nov 3, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $67,553,831
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- MILLROSE PPTYS INC · COM CL A · 601137102 · shares: $383,733
- JACKSON FINANCIAL INC · COM CL A · 46817M107 · shares: $370,372
- JEFFERIES FINANCIAL GROUP IN · COM · 47233W109 · shares: $332,366
- STANLEY BLACK & DECKER INC · COM · 854502101 · shares: $319,367
- PBF ENERGY INC · CL A · 69318G106 · shares: $317,845
- CARMAX INC · COM · 143130102 · shares: $308,396
- SYNDAX PHARMACEUTICALS INC · COM · 87164F105 · shares: $303,000
- ARCUS BIOSCIENCES INC · COM · 03969F109 · shares: $297,019
- SYNAPTICS INC · COM · 87157D109 · shares: $296,073
- REMITLY GLOBAL INC · COM · 75960P104 · shares: $294,897
Reported holdings
854 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| EASTGROUP PPTYS INC | COM | 277276101 | — | 241 shares | $47,585 |
| LIVERAMP HLDGS INC | COM | 53815P108 | — | 1,267 shares | $47,538 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 555 shares | $47,353 |
| CHAMPION HOMES INC | COM | 830830105 | — | 549 shares | $47,049 |
| CANADIAN IMPERIAL BANK OF CO | COM | 136069101 | — | 426 shares | $46,937 |
| AAON INC | COM PAR $0.004 | 000360206 | — | 566 shares | $46,842 |
| FIRST HAWAIIAN INC | COM | 32051X108 | — | 1,902 shares | $46,827 |
| TURNING PT BRANDS INC | COM | 90041L105 | — | 795 shares | $46,666 |
| SEMTECH CORP | COM | 816850101 | — | 261 shares | $46,549 |
| ULTA BEAUTY INC | COM | 90384S303 | — | 85 shares | $46,424 |
| HUBBELL INC | COM | 443510607 | — | 102 shares | $46,267 |
| COMMERCIAL METALS CO | COM | 201723103 | — | 744 shares | $46,202 |
| TECHNIPFMC PLC | COM | G87110105 | — | 680 shares | $46,186 |
| ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 | — | 973 shares | $46,179 |
| SPX TECHNOLOGIES INC | COM | 78473E103 | — | 272 shares | $46,120 |
| ANNALY CAPITAL MANAGEMENT IN | COM NEW | 035710839 | — | 2,437 shares | $46,035 |
| HP INC | COM | 40434L105 | — | 1,464 shares | $45,794 |
| WABTEC | COM | 929740108 | — | 159 shares | $45,662 |
| FS KKR CAP CORP | COM | 302635206 | — | 4,152 shares | $45,630 |
| PG&E CORP | COM | 69331C108 | — | 3,715 shares | $45,509 |
| MATSON INC | COM | 57686G105 | — | 207 shares | $45,465 |
| ALLY FINL INC | COM | 02005N100 | — | 1,208 shares | $45,445 |
| STATE STR CORP | COM | 857477103 | — | 260 shares | $45,393 |
| ALLEGRO MICROSYSTEMS INC | COM | 01749D105 | — | 1,248 shares | $45,365 |
| INVESCO LTD | SHS | G491BT108 | — | 1,493 shares | $45,029 |
| PROSPERITY BANCSHARES INC | COM | 743606105 | — | 680 shares | $45,023 |
| YETI HLDGS INC | COM | 98585X104 | — | 1,095 shares | $44,917 |
| ANGLOGOLD ASHANTI PLC | COM SHS | G0378L100 | — | 478 shares | $44,908 |
| INTEGER HLDGS CORP | COM | 45826H109 | — | 355 shares | $44,854 |
| AXCELIS TECHNOLOGIES INC | COM NEW | 054540208 | — | 340 shares | $44,601 |
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | — | 578 shares | $44,529 |
| CRH PLC | ORD | G25508105 | — | 537 shares | $44,464 |
| VEEVA SYS INC | CL A COM | 922475108 | — | 154 shares | $43,959 |
| DANA INC | COM | 235825205 | — | 1,595 shares | $43,559 |
| CUMMINS INC | COM | 231021106 | — | 84 shares | $43,392 |
| ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 | — | 116 shares | $43,304 |
| GRAHAM HLDGS CO | COM CL B | 384637104 | — | 38 shares | $43,117 |
| CELLEBRITE DI LTD | ORDINARY SHARES | M2197Q107 | — | 3,822 shares | $43,036 |
| CMS ENERGY CORP | COM | 125896100 | — | 681 shares | $42,957 |
| UBS GROUP AG | SHS | H42097107 | — | 886 shares | $42,643 |
| AMN HEALTHCARE SVCS INC | COM | 001744101 | — | 1,178 shares | $42,255 |
| HAYWARD HLDGS INC | COM | 421298100 | — | 3,445 shares | $42,167 |
| BRIDGEBIO PHARMA INC | COM | 10806X102 | — | 640 shares | $42,112 |
| BAIDU INC | SPON ADR REP A | 056752108 | — | 484 shares | $42,045 |
| PERFORMANCE FOOD GROUP CO | COM | 71377A103 | — | 458 shares | $41,912 |
| MADDEN STEVEN LTD | COM | 556269108 | — | 936 shares | $41,905 |
| MATERION CORP | COM | 576690101 | — | 155 shares | $41,786 |
| EASTERN BANKSHARES INC | COM | 27627N105 | — | 1,995 shares | $41,755 |
| ADVANCED ENERGY INDS | COM | 007973100 | — | 147 shares | $41,428 |
| NICE LTD | SPONSORED ADR | 653656108 | — | 372 shares | $41,392 |
| AMERICAN AIRLINES GROUP INC | COM | 02376R102 | — | 3,076 shares | $41,126 |
| SCIENCE APPLICATIONS INTL CO | COM | 808625107 | — | 322 shares | $41,074 |
| CATHAY GEN BANCORP | COM | 149150104 | — | 689 shares | $40,996 |
| CORE SCIENTIFIC INC NEW | COM | 21874A106 | — | 2,561 shares | $40,925 |
| IMPINJ INC | COM | 453204109 | — | 228 shares | $40,878 |
| HEALTHEQUITY INC | COM | 42226A107 | — | 461 shares | $40,780 |
| VISTANCE NETWORKS INC | COM | 20337X109 | — | 6,798 shares | $40,652 |
| CSW INDUSTRIALS INC | COM | 126402106 | — | 140 shares | $40,331 |
| OTIS WORLDWIDE CORP | COM | 68902V107 | — | 627 shares | $40,329 |
| MGM RESORTS INTERNATIONAL | COM | 552953101 | — | 1,297 shares | $40,272 |
| TECK RESOURCES LTD | CL B | 878742204 | — | 612 shares | $40,263 |
| KEYCORP | COM | 493267108 | — | 1,998 shares | $40,100 |
| 1ST FINL BANCORP | COM | 320209109 | — | 1,273 shares | $39,870 |
| BLACKSTONE MORTGAGE TRUST IN | COM CL A | 09257W100 | — | 3,460 shares | $39,617 |
| IPG PHOTONICS CORP | COM | 44980X109 | — | 505 shares | $39,531 |
| KYMERA THERAPEUTICS INC | COM | 501575104 | — | 352 shares | $39,350 |
| JBS N.V. | CL A SHS | N4732M103 | — | 3,485 shares | $39,346 |
| MAREX GROUP LTD | ORD | G5T40M104 | — | 563 shares | $39,275 |
| KIMBERLY-CLARK CORP | COM | 494368103 | — | 400 shares | $38,972 |
| WSFS FINL CORP | COM | 929328102 | — | 513 shares | $38,767 |
| ZILLOW GROUP INC | CL A | 98954M101 | — | 1,399 shares | $38,752 |
| MEDPACE HLDGS INC | COM | 58506Q109 | — | 62 shares | $38,699 |
| VALMONT INDS INC | COM | 920253101 | — | 83 shares | $38,427 |
| SPIRE INC | COM | 84857L101 | — | 500 shares | $38,045 |
| TOLL BROTHERS INC | COM | 889478103 | — | 281 shares | $37,865 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 110 shares | $37,849 |
| WILLIAMS SONOMA INC | COM | 969904101 | — | 166 shares | $37,838 |
| WILLSCOT HLDGS CORP | COM CL A | 971378104 | — | 2,172 shares | $37,315 |
| MOODYS CORP | COM | 615369105 | — | 82 shares | $37,239 |
| LAS VEGAS SANDS CORP | COM | 517834107 | — | 983 shares | $37,167 |
| AGCO CORP | COM | 001084102 | — | 325 shares | $37,125 |
| ATLASSIAN CORPORATION | CL A | 049468101 | — | 206 shares | $36,934 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 | — | 387 shares | $36,444 |
| KILROY REALTY CORP | COM | 49427F108 | — | 1,091 shares | $36,298 |
| VSE CORP | COM | 918284100 | — | 220 shares | $36,234 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 | — | 207 shares | $35,985 |
| FASTENAL CO | COM | 311900104 | — | 725 shares | $35,909 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | — | 1,160 shares | $35,902 |
| IMMUNOME INC | COM | 45257U108 | — | 1,666 shares | $35,836 |
| ZTO EXPRESS CAYMAN INC | SPONSORED ADS A | 98980A105 | — | 1,841 shares | $35,752 |
| CANADIAN NAT RES LTD MED TER | COM | 136385101 | — | 758 shares | $35,679 |
| KENNAMETAL INC | COM | 489170100 | — | 1,160 shares | $35,658 |
| RHYTHM PHARMACEUTICALS INC | COM | 76243J105 | — | 372 shares | $35,420 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 410 shares | $35,018 |
| DOLBY LABORATORIES INC | COM CL A | 25659T107 | — | 594 shares | $34,909 |
| LXP INDUSTRIAL TRUST | COM | 529043408 | — | 572 shares | $34,846 |
| CCC INTELLIGENT SOLUTIONS HL | COM | 12510Q100 | — | 5,211 shares | $34,705 |
| GRAIL INC | COM | 384747101 | — | 246 shares | $34,470 |
| SOUTHERN COPPER CORP | COM | 84265V105 | — | 170 shares | $34,449 |
| UNITED MICROELECTRONICS CORP | SPON ADR NEW | 910873405 | — | 1,405 shares | $34,408 |