Institutions / Bayforest Capital Ltd

Bayforest Capital Ltd

CIK 2048423 · Institution · as of Dec 31, 2025
Portfolio value
$134.18M
Positions
778
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 778 →
CompanyClassValueShares% of portfolio
Southwest Gas Holdings Inc$888.5K11,1030.7%
New York Times Co$849.7K12,2400.6%
Best Buy Co Inc$706.2K10,5510.5%
Telefonaktiebolaget Lm Erics$696.7K72,1960.5%
First Solar Inc$692.8K2,6520.5%
Sony Group CorpSONYADR$687.4K26,8500.5%
KOHLS Corp$652.7K31,9790.5%
Moderna, Inc.$647.9K21,9690.5%
General Motors Co$642.5K7,9010.5%
Keycorp /New$630.7K30,5550.5%
Hubspot Inc$630.0K1,5700.5%
Tandem Diabetes Care Inc$602.5K27,4090.4%
Peloton Interactive, Inc.$594.5K96,5030.4%
Solaredge Technologies, Inc.$591.4K20,5000.4%
Expedia Group Inc$576.3K2,0340.4%
Cardinal Health Inc$575.4K2,8000.4%
United Microelectronics CorpUMCADR$552.1K70,2370.4%
Cirrus Logic, Inc.$549.8K4,6400.4%
Progyny, Inc.$544.4K21,1980.4%
First Hawaiian, Inc.$537.1K21,2290.4%
FS KKR Capital CorpFSKCommon Stock$534.0K36,0600.4%
Valaris Ltd$528.7K10,4910.4%
Abm Industries Inc /De$526.5K12,4470.4%
Tesla Inc$520.3K1,1570.4%
Callaway Golf Co$517.0K44,3000.4%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.