← Back to Discover

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
  1. MILLROSE PPTYS INC · COM CL A · 601137102 · shares: $383,733
  2. JACKSON FINANCIAL INC · COM CL A · 46817M107 · shares: $370,372
  3. JEFFERIES FINANCIAL GROUP IN · COM · 47233W109 · shares: $332,366
  4. STANLEY BLACK & DECKER INC · COM · 854502101 · shares: $319,367
  5. PBF ENERGY INC · CL A · 69318G106 · shares: $317,845
  6. CARMAX INC · COM · 143130102 · shares: $308,396
  7. SYNDAX PHARMACEUTICALS INC · COM · 87164F105 · shares: $303,000
  8. ARCUS BIOSCIENCES INC · COM · 03969F109 · shares: $297,019
  9. SYNAPTICS INC · COM · 87157D109 · shares: $296,073
  10. REMITLY GLOBAL INC · COM · 75960P104 · shares: $294,897

Reported holdings

854 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
SERVICENOW INCCOM81762P102 — 136 shares $18,225
KONTOOR BRANDS INCCOM50050N103 — 289 shares $18,216
MERIT MED SYS INCCOM589889104 — 211 shares $18,195
NUTANIX INCCL A67059N108 — 253 shares $17,814
NORTHERN TR CORPCOM665859104 — 105 shares $17,783
PETROLEO BRASILEIRO S ASPONSORED ADR71654V408 — 852 shares $17,781
RELIANCE INCCOM759509102 — 46 shares $17,698
STRATEGIC ED INCCOM86272C103 — 223 shares $17,320
DOLLAR TREE INCCOM256746108 — 150 shares $17,103
NUCOR CORPCOM670346105 — 73 shares $17,064
PRUDENTIAL FINL INCCOM744320102 — 150 shares $17,037
CARLISLE COS INCCOM142339100 — 52 shares $16,753
COVISTA INCCOM00737L103 — 136 shares $16,619
PRAXIS PRECISION MEDICINES ICOM NEW74006W207 — 57 shares $16,600
RTX CORPORATIONCOM75513E101 — 88 shares $16,337
INTELLIA THERAPEUTICS INCCOM45826J105 — 1,351 shares $16,293
BCE INCCOM NEW05534B760 — 801 shares $16,292
LLOYDS BANKING GROUP PLCSPONSORED ADR539439109 — 2,889 shares $16,265
SILICON MOTION TECHNOLOGY COSPONSORED ADR82706C108 — 58 shares $16,240
ROBINHOOD MKTS INCCOM CL A770700102 — 138 shares $15,525
PENNYMAC FINL SVCS INC NEWCOM70932M107 — 251 shares $15,492
ESSENTIAL PPTYS RLTY TR INCCOM29670E107 — 592 shares $15,280
ECOLAB INCCOM278865100 — 55 shares $15,102
BITMINE IMMERSION TECHS INCCOM NEW09175A206 — 561 shares $14,827
CONSTELLATION ENERGY CORPCOM21037T109 — 58 shares $14,733
FUTU HLDGS LTDSPON ADS CL A36118L106 — 133 shares $14,703
EVERCORE INCCLASS A29977A105 — 57 shares $14,678
BOOKING HOLDINGS INCCOM09857L108 — 88 shares $14,336
MDU RES GROUP INCCOM552690109 — 769 shares $14,257
GOLD FIELDS LTDSPONSORED ADR38059T106 — 389 shares $14,051
VALE S ASPONSORED ADS91912E105 — 1,045 shares $14,013
FLOOR & DECOR HLDGS INCCL A339750101 — 303 shares $13,880
THE CIGNA GROUPCOM125523100 — 51 shares $13,863
VORNADO RLTY TRSH BEN INT929042109 — 407 shares $13,789
HOME BANCSHARES INCCOM436893200 — 476 shares $13,414
APPFOLIO INCCOM CL A03783C100 — 65 shares $13,034
ORMAT TECHNOLOGIES INCCOM686688102 — 140 shares $12,809
CARETRUST REIT INCCOM14174T107 — 347 shares $12,693
REGENCY CTRS CORPCOM758849103 — 176 shares $12,651
FIRST HORIZON CORPORATIONCOM320517105 — 549 shares $12,638
ELANCO ANIMAL HEALTH INCCOM28414H103 — 563 shares $12,606
WALMART INCCOM931142103 — 118 shares $12,263
RADIAN GROUP INCCOM750236101 — 399 shares $12,213
LINCOLN ELEC HLDGS INCCOM533900106 — 45 shares $11,906
STONECO LTDCOM CL AG85158106 — 1,273 shares $11,890
MICROSOFT CORPCOM594918104 — 23 shares $11,797
UNIQURE NVSHSN90064101 — 485 shares $11,718
KRYSTAL BIOTECH INCCOM501147102 — 35 shares $11,640
QUANTA SVCS INCCOM74762E102 — 18 shares $11,565
ANTERO MIDSTREAM CORPCOM03676B102 — 573 shares $11,552
EQUITY LIFESTYLE PROPERTIESCOM29472R108 — 197 shares $11,491
BOOT BARN HLDGS INCCOM099406100 — 94 shares $11,324
TRANE TECHNOLOGIES PLCSHSG8994E103 — 25 shares $11,300
DLOCAL LTDCLASS A COMG29018101 — 807 shares $11,104
CAMDEN PPTY TRSH BEN INT133131102 — 114 shares $11,027
BIO RAD LABS INCCL A090572207 — 29 shares $10,954
PENN ENTERTAINMENT INCCOM707569109 — 745 shares $10,914
BRINKER INTL INCCOM109641100 — 56 shares $10,838
NEOGENOMICS INCCOM NEW64049M209 — 569 shares $10,447
REGAL REXNORD CORPORATIONCOM758750103 — 67 shares $10,392
RAMBUS INC DELCOM750917106 — 97 shares $10,356
MONDELEZ INTL INCCL A609207105 — 174 shares $10,061
HALOZYME THERAPEUTICS INCCOM40637H109 — 91 shares $10,046
FOX CORPCL A COM35137L105 — 160 shares $10,024
SL GREEN RLTY CORPCOM78440X887 — 204 shares $9,980
BRIGHT HORIZONS FAM SOL IN DCOM109194100 — 155 shares $9,877
PALOMAR HLDGS INCCOM69753M105 — 80 shares $9,863
LIFE360 INCCOM532206109 — 242 shares $9,747
JBT MAREL CORPORATIONCOM477839104 — 91 shares $9,609
WOODWARD INCCOM980745103 — 29 shares $9,529
XOMETRY INCCLASS A COM98423F109 — 90 shares $9,256
RIVIAN AUTOMOTIVE INCCOM CL A76954A103 — 608 shares $9,084
COGNIZANT TECHNOLOGY SOLUTIOCL A192446102 — 158 shares $9,076
HALLIBURTON COCOM406216101 — 284 shares $9,031
NATIONAL FUEL GAS COCOM636180101 — 118 shares $8,951
CALLAWAY GOLF COCOM131193104 — 625 shares $8,806
PALANTIR TECHNOLOGIES INCCL A69608A108 — 47 shares $8,791
NEWAMSTERDAM PHARMA COMPANYORDINARY SHARESN62509109 — 360 shares $8,755
SANDISK CORPCOM80004C200 — 5 shares $8,699
UROGEN PHARMA LTDCOMM96088105 — 213 shares $8,654
CHEWY INCCL A16679L109 — 471 shares $8,572
SAP SESPON ADR803054204 — 41 shares $8,548
CASEYS GEN STORES INCCOM147528103 — 14 shares $8,518
GUIDEWIRE SOFTWARE INCCOM40171V100 — 57 shares $8,127
SILGAN HLDGS INCCOM827048109 — 233 shares $8,097
LITHIA MTRS INCCOM536797103 — 27 shares $7,879
FRANKLIN TEMPLETON INCCOM354613101 — 242 shares $7,773
GARMIN LTDSHSH2906T109 — 27 shares $7,745
ONEMAIN HLDGS INCCOM68268W103 — 139 shares $7,699
KNIFE RIVER CORPCOMMON STOCK498894104 — 152 shares $7,664
NORDIC AMERICAN TANKERS LIMICOMG65773106 — 962 shares $7,600
BRUNSWICK CORPCOM117043109 — 116 shares $7,452
NLIGHT INCCOM65487K100 — 191 shares $7,438
FIGMA INCCLASS A COM STK316841105 — 348 shares $7,315
RALPH LAUREN CORPCL A751212101 — 20 shares $7,101
OLD NATL BANCORP INDCOM680033107 — 285 shares $7,022
FRESHPET INCCOM358039105 — 119 shares $6,850
EZCORP INCCL A NON VTG302301106 — 225 shares $6,696
APA CORPORATIONCOM03743Q108 — 155 shares $6,439
ROBLOX CORPCL A771049103 — 151 shares $6,398