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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) |
|---|---|---|---|---|---|
| AES CORP | COM | 00130H105 | — | 10,928 shares | $162,827 |
| ABM INDS INC | COM | 000957100 | — | 3,364 shares | $161,808 |
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | — | 565 shares | $160,923 |
| VITA COCO CO INC | COM | 92846Q107 | — | 2,807 shares | $160,715 |
| MILLICOM INTL CELLULAR S A | COM STK | L6388F110 | — | 1,806 shares | $157,375 |
| ARMOUR RESIDENTIAL REIT INC | COM SHS | 042315705 | — | 11,325 shares | $156,625 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 1,590 shares | $155,407 |
| CENTURY ALUM CO | COM | 156431108 | — | 4,317 shares | $155,326 |
| SAREPTA THERAPEUTICS INC | COM | 803607100 | — | 8,484 shares | $154,578 |
| CITIZENS FINL GROUP INC | COM | 174610105 | — | 2,416 shares | $154,044 |
| DENTSPLY SIRONA INC | COM | 24906P109 | — | 17,349 shares | $153,712 |
| PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 | — | 1,371 shares | $153,497 |
| EMBRAER S.A. | SPONSORED ADS | 29082A107 | — | 2,032 shares | $153,050 |
| MOLSON COORS BEVERAGE CO | CL B | 60871R209 | — | 4,192 shares | $152,882 |
| NEW JERSEY RES CORP | COM | 646025106 | — | 3,015 shares | $152,559 |
| WESTLAKE CORPORATION | COM | 960413102 | — | 2,435 shares | $151,725 |
| TJX COS INC NEW | COM | 872540109 | — | 1,142 shares | $151,098 |
| HUBSPOT INC | COM | 443573100 | — | 736 shares | $150,865 |
| MODERNA INC | COM | 60770K107 | — | 778 shares | $149,819 |
| DOUBLEVERIFY HLDGS INC | COM | 25862V105 | — | 11,099 shares | $149,726 |
| CATERPILLAR INC | COM | 149123101 | — | 183 shares | $148,375 |
| STRIDE INC | COM | 86333M108 | — | 1,889 shares | $147,304 |
| PERRIGO CO PLC | SHS | G97822103 | — | 9,886 shares | $145,917 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | — | 1,288 shares | $145,621 |
| SENTINELONE INC | CL A | 81730H109 | — | 6,106 shares | $145,079 |
| BROOKDALE SR LIVING INC | COM | 112463104 | — | 13,324 shares | $144,299 |
| ATOUR LIFESTYLE HLDGS LTD | SPONSORED ADS | 04965M106 | — | 4,395 shares | $143,365 |
| NETSTREIT CORP | COM | 64119V303 | — | 8,086 shares | $142,960 |
| FIDELITY NATL FINL INC | COM SHS | 31620R303 | — | 3,693 shares | $142,734 |
| WESCO INTL INC | COM | 95082P105 | — | 395 shares | $142,038 |
| JD.COM INC | SPON ADS CL A | 47215P106 | — | 5,319 shares | $141,485 |
| CVR ENERGY INC | COM | 12662P108 | — | 2,774 shares | $141,446 |
| UNITED BANKSHARES INC WEST V | COM | 909907107 | — | 3,065 shares | $140,806 |
| KROGER CO | COM | 501044101 | — | 2,396 shares | $140,454 |
| BARRICK MNG CORP | COM SHS | 06849F108 | — | 3,420 shares | $139,091 |
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | — | 1,081 shares | $138,746 |
| BIOCRYST PHARMACEUTICALS INC | COM | 09058V103 | — | 16,651 shares | $138,703 |
| TIMKEN CO | COM | 887389104 | — | 1,187 shares | $138,582 |
| LEAR CORP | COM NEW | 521865204 | — | 1,173 shares | $138,449 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 80 shares | $138,282 |
| POWER INTEGRATIONS INC | COM | 739276103 | — | 2,669 shares | $138,254 |
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 499049104 | — | 2,173 shares | $138,181 |
| SEABOARD CORP DEL | COM | 811543107 | — | 35 shares | $138,180 |
| DRAFTKINGS INC NEW | COM CL A | 26142V105 | — | 7,270 shares | $138,130 |
| PDF SOLUTIONS INC | COM | 693282105 | — | 2,698 shares | $137,733 |
| BJS RESTAURANTS INC | COM | 09180C106 | — | 2,401 shares | $137,553 |
| PAYONEER GLOBAL INC | COM | 70451X104 | — | 19,227 shares | $137,281 |
| SUNCOR ENERGY INC NEW | COM | 867224107 | — | 2,022 shares | $137,233 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 673 shares | $137,016 |
| SYNCHRONY FINANCIAL | COM | 87165B103 | — | 1,924 shares | $136,546 |
| KB HOME | COM | 48666K109 | — | 2,924 shares | $135,878 |
| BEAM THERAPEUTICS INC | COM | 07373V105 | — | 5,478 shares | $133,937 |
| BWX TECHNOLOGIES INC | COM | 05605H100 | — | 977 shares | $133,849 |
| AMRIZE LTD | SHS | H2927K103 | — | 3,575 shares | $133,669 |
| FRESHWORKS INC | CLASS A COM | 358054104 | — | 10,431 shares | $133,412 |
| UPSTART HLDGS INC | COM | 91680M107 | — | 5,790 shares | $133,112 |
| SITIME CORP | COM | 82982T106 | — | 204 shares | $133,014 |
| AZENTA INC | COM | 114340102 | — | 3,809 shares | $132,896 |
| CARTERS INC | COM | 146229109 | — | 4,240 shares | $132,754 |
| LENNAR CORP | CL A | 526057104 | — | 1,621 shares | $132,257 |
| FLUENCE ENERGY INC | COM CL A | 34379V103 | — | 17,197 shares | $132,073 |
| TERAWULF INC | COM | 88080T104 | — | 8,898 shares | $131,690 |
| COLUMBIA BKG SYS INC | COM | 197236102 | — | 4,592 shares | $131,331 |
| FULTON FINL CORP PA | COM | 360271100 | — | 5,821 shares | $131,322 |
| ETSY INC | COM | 29786A106 | — | 1,832 shares | $130,970 |
| CEVA INC | COM | 157210105 | — | 3,698 shares | $130,650 |
| ASSOCIATED BANC-CORP | COM | 045487105 | — | 4,546 shares | $130,243 |
| DIAMONDROCK HOSPITALITY CO | COM | 252784301 | — | 10,525 shares | $130,089 |
| AUTOLIV INC | COM | 052800109 | — | 1,159 shares | $129,681 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 5,946 shares | $129,385 |
| FRONTIER GROUP HLDGS INC | COM | 35909R108 | — | 21,651 shares | $129,256 |
| TRUIST FINL CORP | COM | 89832Q109 | — | 2,787 shares | $129,038 |
| DARDEN RESTAURANTS INC | COM | 237194105 | — | 665 shares | $128,511 |
| NEKTAR THERAPEUTICS | COM NEW | 640268306 | — | 2,118 shares | $128,234 |
| DXC TECHNOLOGY CO | COM | 23355L106 | — | 11,829 shares | $128,108 |
| TEXTRON INC | COM | 883203101 | — | 1,674 shares | $127,559 |
| ASSURED GUARANTY LTD | COM | G0585R106 | — | 1,882 shares | $127,449 |
| VODAFONE GROUP PLC | SPONSORED ADR | 92857W308 | — | 7,877 shares | $127,214 |
| EASTMAN CHEM CO | COM | 277432100 | — | 1,961 shares | $127,151 |
| BIOHAVEN LTD | COM | G1110E107 | — | 9,488 shares | $126,665 |
| TERNIUM SA | SPONSORED ADS | 880890108 | — | 2,319 shares | $125,922 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 | — | 594 shares | $125,382 |
| MIRUM PHARMACEUTICALS INC | COM | 604749101 | — | 1,465 shares | $125,228 |
| PRICESMART INC | COM | 741511109 | — | 740 shares | $125,141 |
| CHUBB LIMITED | COM | H1467J104 | — | 384 shares | $124,896 |
| CALIX INC | COM | 13100M509 | — | 3,603 shares | $123,799 |
| REPLIMUNE GROUP INC | COM | 76029N106 | — | 9,324 shares | $123,450 |
| AXIS CAP HLDGS LTD | SHS | G0692U109 | — | 1,310 shares | $123,402 |
| MARATHON PETE CORP | COM | 56585A102 | — | 310 shares | $122,580 |
| MCCORMICK & CO INC | COM NON VTG | 579780206 | — | 2,638 shares | $122,403 |
| TOAST INC | CL A | 888787108 | — | 4,222 shares | $122,396 |
| CAVCO INDS INC DEL | COM | 149568107 | — | 218 shares | $122,137 |
| COPT DEFENSE PROPERTIES | SHS BEN INT | 22002T108 | — | 3,653 shares | $122,010 |
| TANDEM DIABETES CARE INC | COM NEW | 875372203 | — | 7,451 shares | $121,526 |
| NETEASE COM INC | SPONSORED ADS | 64110W102 | — | 998 shares | $120,918 |
| EXELON CORP | COM | 30161N101 | — | 2,986 shares | $120,634 |
| VIVMARK RESIDENTIAL | SH BEN INT | 29476L107 | — | 1,975 shares | $120,001 |
| CORCEPT THERAPEUTICS INC | COM | 218352102 | — | 1,040 shares | $119,839 |
| MYR GROUP INC | COM | 55405W104 | — | 406 shares | $118,739 |
| LUMEN TECHNOLOGIES INC | COM | 550241103 | — | 21,168 shares | $118,541 |