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Bayforest Capital Ltd

All holdings · as of Dec 31, 2025

778 positions

CompanyClassValueShares% of portfolio
First American Financial Corp—$434.7K7,0760.3%
VIASAT INC—$434.7K12,6140.3%
KILROY REALTY CORP—$430.8K11,5270.3%
Etsy Inc—$429.5K7,7470.3%
Coeur Mining, Inc.—$427.0K23,9480.3%
Snap Inc—$426.5K52,8440.3%
LyondellBasell Industries N.V.—$422.0K9,7470.3%
Vericel Corp—$418.0K11,6080.3%
Monster Beverage Corp—$416.6K5,4340.3%
Evergy, Inc.—$416.6K5,7470.3%
GDS Holdings LtdGDSADR$410.3K11,7570.3%
FUELCELL ENERGY INC—$409.6K56,0320.3%
Johnson Controls International plc—$409.3K3,4180.3%
DiamondRock Hospitality Co—$407.0K45,4250.3%
GSK PLC—$402.3K8,2040.3%
Medpace Holdings, Inc.—$402.1K7160.3%
Valero Energy Corp—$399.6K2,4550.3%
SOUTHERN CO—$398.7K4,5720.3%
Amkor Technology Inc—$394.5K9,9920.3%
PINTEREST, INC.—$394.4K15,2350.3%
United Parks & Resorts Inc.—$389.7K10,7360.3%
OMEGA HEALTHCARE INVESTORS INC—$388.5K8,7610.3%
TTM Technologies Inc—$386.1K5,5950.3%
LENNAR CORP /NEW—$383.2K3,7280.3%
MASTEC INC—$381.9K1,7570.3%
FIRST INDUSTRIAL REALTY TRUST INC—$381.5K6,6620.3%
ROKU, INC—$377.7K3,4810.3%
CURTISS WRIGHT CORP—$375.4K6810.3%
Peabody Energy Corp—$374.6K12,6130.3%
HECLA MINING CO/DE—$371.8K19,3740.3%
Helmerich & Payne Inc—$370.8K12,9290.3%
DHT HOLDINGS INC—$368.9K30,2100.3%
TEXAS CAPITAL BANCSHARES INC/TX—$365.9K4,0410.3%
ZoomInfo Technologies Inc.—$365.4K35,9250.3%
Kimco Realty Corporation—$363.4K17,9280.3%
DYCOM INDUSTRIES INC—$362.9K1,0740.3%
Installed Building Products, Inc.—$361.8K1,3950.3%
RYDER SYSTEM INC—$360.8K1,8850.3%
TD SYNNEX Corp—$360.7K2,4010.3%
OLD REPUBLIC INTERNATIONAL CORP—$350.0K7,6680.3%
AUTOZONE INC—$345.9K1020.3%
ROSS STORES, INC.—$345.7K1,9190.3%
Walmart Inc.—$343.3K3,0810.3%
AGCO CORP /DE—$342.5K3,2830.3%
BioNTech SEBNTXADR$338.5K3,5560.3%
Denali Therapeutics Inc.—$337.3K20,4330.3%
Ryman Hospitality Properties Inc—$334.7K3,5370.2%
HEALTHPEAK PROPERTIES, INC.—$334.3K20,7880.2%
Iridium Communications Inc.—$332.7K19,1440.2%
Palantir Technologies Inc—$332.0K1,8680.2%
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