Back to Bayforest Capital Ltd

Bayforest Capital Ltd

All holdings · as of Dec 31, 2025

778 positions

CompanyClassValueShares% of portfolio
Bank of New York Mellon Corp/The$331.7K2,8570.2%
DAQO NEW ENERGY CORP.DQADR$331.3K11,2310.2%
MUELLER INDUSTRIES INC$330.2K2,8760.2%
CARLISLE COMPANIES INC$328.8K1,0280.2%
MSA Safety Inc$327.5K2,0450.2%
BellRing Brands Inc$326.7K12,2230.2%
United Airlines Holdings Inc$326.1K2,9160.2%
HP INC$325.8K14,6240.2%
NIO Inc.NIOADR$323.9K63,5070.2%
GRANITE CONSTRUCTION INC$323.6K2,8050.2%
Organon & Co.$322.8K45,0270.2%
JBT MAREL Corp$319.4K2,1200.2%
DOMINION ENERGY, INC$319.2K5,4480.2%
Valmont Industries Inc$315.0K7830.2%
BARRICK MNG CORP$314.6K7,2240.2%
TripAdvisor, Inc.$313.8K21,5530.2%
AVNET INC$313.2K6,5140.2%
HERSHEY CO$312.6K1,7180.2%
HERTZ GLOBAL HOLDINGS, INCHTZCommon Stock$311.9K60,6800.2%
STONECO LTD$310.7K21,0090.2%
BRINKS CO$310.6K2,6610.2%
HASBRO, INC.$310.5K3,7870.2%
Polaris Inc.$308.8K4,8820.2%
PINNACLE WEST CAPITAL CORP$308.7K3,4800.2%
Vulcan Materials Co$307.8K1,0790.2%
Host Hotels & Resorts Inc$307.6K17,3480.2%
MCDONALD'S CORP$305.0K9980.2%
REGENERON PHARMACEUTICALS, INC.$302.6K3920.2%
RLI CORP$302.4K4,7270.2%
Enovis CORP$302.3K11,3470.2%
TETRA TECH INC$301.0K8,9730.2%
AMGEN INC$300.8K9190.2%
DILLARD'S, INC.DDSCommon Stock$300.7K4960.2%
ATI Inc$300.1K2,6150.2%
GameStop Corp.$299.1K14,8950.2%
Alphabet Inc.$298.6K9540.2%
MongoDB, Inc.$298.0K7100.2%
Cboe Global Markets Inc$297.4K1,1850.2%
Snap-on Inc$297.4K8630.2%
WESCO INTERNATIONAL INC$297.0K1,2140.2%
LAUREATE EDUCATION, INC.$296.9K8,8180.2%
CINCINNATI FINANCIAL CORP$295.9K1,8120.2%
Huntsman Corp$295.8K29,5810.2%
RAYONIER INC$295.7K13,6600.2%
Simpson Manufacturing Co., Inc.$295.5K1,8300.2%
Lazard Inc$295.1K6,0780.2%
CATERPILLAR INC$294.5K5140.2%
Freshworks Inc.$293.5K23,9560.2%
FORD MOTOR CO$293.0K22,3310.2%
Centene Corp$291.3K7,0780.2%
← PrevPage 3 of 16Next →