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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) |
|---|---|---|---|---|---|
| ANHEUSER BUSCH INBEV SA NV | SPONSORED ADR | 03524A108 | — | 466 shares | $34,237 |
| STONEX GROUP INC | COM | 861896108 | — | 528 shares | $34,130 |
| BORGWARNER INC | COM | 099724106 | — | 566 shares | $34,022 |
| LOGITECH INTL S A | SHS | H50430232 | — | 335 shares | $33,832 |
| PIPER SANDLER COMPANIES | COM NEW | 724078209 | — | 512 shares | $33,777 |
| DICKS SPORTING GOODS INC | COM | 253393102 | — | 251 shares | $33,707 |
| ICON PUB LTD CO | SHS | G4705A100 | — | 198 shares | $33,658 |
| FIFTH THIRD BANCORP | COM | 316773100 | — | 652 shares | $32,978 |
| BELDEN INC | COM | 077454106 | — | 303 shares | $32,703 |
| FIRST FINL BANKSHARES INC | COM | 32020R109 | — | 1,029 shares | $32,660 |
| HANOVER INS GROUP INC | COM | 410867105 | — | 152 shares | $32,546 |
| CME GROUP INC | COM | 12572Q105 | — | 124 shares | $32,486 |
| DOCUSIGN INC | COM | 256163106 | — | 480 shares | $32,232 |
| SEMPRA | COM | 816851109 | — | 411 shares | $32,042 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | — | 144 shares | $32,005 |
| RED ROCK RESORTS INC | CL A | 75700L108 | — | 646 shares | $32,003 |
| POWELL INDS INC | COM | 739128106 | — | 173 shares | $31,913 |
| STOKE THERAPEUTICS INC | COM | 86150R107 | — | 1,223 shares | $31,798 |
| ASTERA LABS INC | COM | 04626A103 | — | 89 shares | $31,681 |
| APPLIED MATLS INC | COM | 038222105 | — | 61 shares | $31,194 |
| PAGAYA TECHNOLOGIES LTD | CL A NEW | M7S64L123 | — | 1,800 shares | $31,176 |
| CLEANSPARK INC | COM NEW | 18452B209 | — | 2,418 shares | $31,144 |
| CORPAY INC | COM SHS | 219948106 | — | 80 shares | $31,088 |
| CONSTELLIUM SE | CL A SHS | F21107101 | — | 1,282 shares | $31,012 |
| SANMINA CORP | COM | 801056102 | — | 144 shares | $30,947 |
| CVB FINL CORP | COM | 126600105 | — | 1,409 shares | $30,448 |
| CARDINAL HEALTH INC | COM | 14149Y108 | — | 136 shares | $30,260 |
| KODIAK GAS SVCS INC | COM | 50012A108 | — | 571 shares | $30,246 |
| LITTELFUSE INC | COM | 537008104 | — | 71 shares | $30,086 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 478 shares | $29,827 |
| META PLATFORMS INC | CL A | 30303M102 | — | 41 shares | $29,732 |
| TWILIO INC | CL A | 90138F102 | — | 101 shares | $29,538 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | — | 81 shares | $29,487 |
| DHT HOLDINGS INC | SHS NEW | Y2065G121 | — | 1,304 shares | $29,431 |
| PTC THERAPEUTICS INC | COM | 69366J200 | — | 454 shares | $29,410 |
| MAGNITE INC | COM | 55955D100 | — | 1,163 shares | $29,377 |
| RENASANT CORP | COM | 75970E107 | — | 752 shares | $29,238 |
| MORNINGSTAR INC | COM | 617700109 | — | 153 shares | $29,076 |
| HECLA MINING COMPANY | COM | 422704106 | — | 1,687 shares | $28,730 |
| KITE REALTY GROUP TRUST | COM NEW | 49803T300 | — | 1,170 shares | $28,536 |
| NATIONAL GRID PLC | SPONSORED ADR NE | 636274409 | — | 373 shares | $28,281 |
| APTARGROUP INC | COM | 038336103 | — | 233 shares | $28,230 |
| NVENT ELEC PLC | SHS | G6700G107 | — | 176 shares | $28,225 |
| IRON MTN INC DEL | COM | 46284V101 | — | 252 shares | $27,959 |
| BOEING CO | COM | 097023105 | — | 150 shares | $27,908 |
| VICOR CORP | COM | 925815102 | — | 96 shares | $27,738 |
| BEST BUY INC | COM | 086516101 | — | 311 shares | $27,443 |
| ACUITY INC | COM | 00508Y102 | — | 87 shares | $26,953 |
| COGNEX CORP | COM | 192422103 | — | 436 shares | $26,443 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 29 shares | $26,400 |
| SCORPIO TANKERS INC | SHS | Y7542C130 | — | 315 shares | $26,366 |
| PVH CORPORATION | COM | 693656100 | — | 355 shares | $26,288 |
| CELLDEX THERAPEUTICS INC NEW | COM NEW | 15117B202 | — | 802 shares | $25,993 |
| FREEPORT MCMORAN INC | CL B | 35671D857 | — | 365 shares | $25,550 |
| CHARTER COMMUNICATIONS INC | CL A | 16119P108 | — | 228 shares | $25,285 |
| INTERNATIONAL BANCSHARES COR | COM | 459044103 | — | 364 shares | $24,932 |
| LKQ CORP | COM | 501889208 | — | 1,085 shares | $24,771 |
| PEABODY ENGR CORP | COM | 704551100 | — | 1,009 shares | $24,610 |
| EMERSON ELEC CO | COM | 291011104 | — | 158 shares | $24,506 |
| CHEFS WHSE INC | COM | 163086101 | — | 216 shares | $24,229 |
| PRIMO BRANDS CORPORATION | CLASS A COM SHS | 741623102 | — | 1,267 shares | $24,136 |
| HURON CONSULTING GROUP INC | COM | 447462102 | — | 153 shares | $23,995 |
| CYTOKINETICS INC | COM NEW | 23282W605 | — | 363 shares | $23,925 |
| ON SEMICONDUCTOR CORP | COM | 682189105 | — | 311 shares | $23,907 |
| REALTY INCOME CORP | COM | 756109104 | — | 440 shares | $23,892 |
| NATIONAL ENERGY SERVICES REU | SHS | G6375R107 | — | 938 shares | $23,891 |
| ACI WORLDWIDE INC | COM | 004498101 | — | 486 shares | $23,756 |
| ATMUS FILTRATION TECHNOLOGIE | COM | 04956D107 | — | 544 shares | $23,620 |
| LIVANOVA PLC | SHS | G5509L101 | — | 307 shares | $23,486 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | — | 153 shares | $23,261 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 51 shares | $23,177 |
| INTAPP INC | COM | 45827U109 | — | 640 shares | $23,174 |
| UNION PAC CORP | COM | 907818108 | — | 85 shares | $23,131 |
| BEONE MEDICINES LTD | SPONSORED ADS | 07725L102 | — | 62 shares | $22,688 |
| CISCO SYS INC | COM | 17275R102 | — | 208 shares | $22,387 |
| GAMESTOP CORP | CL A | 36467W109 | — | 897 shares | $22,111 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 64 shares | $21,237 |
| ADT INC DEL | COM | 00090Q103 | — | 3,459 shares | $21,031 |
| HAWKINS INC | COM | 420261109 | — | 164 shares | $20,664 |
| SPYRE THERAPEUTICS INC | COM NEW | 00773J202 | — | 226 shares | $20,121 |
| LAUREATE ED INC | COMMON STOCK | 518613203 | — | 525 shares | $20,034 |
| CULLEN FROST BANKERS INC | COM | 229899109 | — | 131 shares | $20,000 |
| VEECO INSTRS INC DEL | COM | 922417100 | — | 385 shares | $19,982 |
| CACTUS INC | CL A | 127203107 | — | 321 shares | $19,973 |
| GXO LOGISTICS INCORPORATED | COMMON STOCK | 36262G101 | — | 445 shares | $19,780 |
| GLOBALFOUNDRIES INC | ORDINARY SHARES | G39387108 | — | 409 shares | $19,599 |
| TELEPHONE & DATA SYS INC | COM NEW | 879433829 | — | 575 shares | $19,504 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | — | 297 shares | $19,415 |
| FIRST INTST BANCSYSTEM INC | COM | 32055Y201 | — | 543 shares | $19,407 |
| GE AEROSPACE | COM NEW | 369604301 | — | 62 shares | $19,362 |
| FULLER H B CO | COM | 359694106 | — | 391 shares | $19,343 |
| AVIENT CORPORATION | COM | 05368V106 | — | 479 shares | $19,280 |
| UFP INDUSTRIES INC | COM | 90278Q108 | — | 249 shares | $19,228 |
| AFFIRM HLDGS INC | COM CL A | 00827B106 | — | 276 shares | $19,107 |
| CABOT CORP | COM | 127055101 | — | 248 shares | $19,074 |
| FAIR ISAAC CORP | COM | 303250104 | — | 32 shares | $18,959 |
| SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | — | 206 shares | $18,604 |
| NVR INC | COM | 62944T105 | — | 3 shares | $18,463 |
| TORO CO | COM | 891092108 | — | 191 shares | $18,416 |
| GENTEX CORP | COM | 371901109 | — | 844 shares | $18,349 |