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Bayforest Capital Ltd

All holdings · as of Dec 31, 2025

778 positions

CompanyClassValueShares% of portfolio
Edwards Lifesciences Corp$254.9K2,9900.2%
PILGRIMS PRIDE CORPPPCCommon Stock$254.1K6,5160.2%
H World Group LtdHTHTADR$252.8K5,3740.2%
ON Semiconductor Corp$251.7K4,6480.2%
AVIS BUDGET GROUP, INC.CARCommon Stock$251.5K1,9600.2%
Vishay Intertechnology Inc$251.4K17,3490.2%
ANALOG DEVICES INC$250.0K9220.2%
MACERICH CO$249.7K13,5260.2%
Dell Technologies Inc.$249.1K1,9790.2%
GRACO INC$248.9K3,0360.2%
Western Digital Corp$248.8K1,4440.2%
LXP INDUSTRIAL TRUST$248.5K5,0120.2%
Restaurant Brands International Inc.QSRCommon Stock$248.4K3,6410.2%
INSMED INC$247.3K1,4210.2%
Jazz Pharmaceuticals PLC$246.5K1,4500.2%
American Tower Corp$246.5K1,4040.2%
Copart Inc$246.1K6,2850.2%
DoorDash, Inc.$246.0K1,0860.2%
WORKIVA INC$245.7K2,8490.2%
GRAPHIC PACKAGING HOLDING CO$244.8K16,2520.2%
GENERAL ELECTRIC CO$243.0K7890.2%
STEEL DYNAMICS INC$242.8K1,4330.2%
J M SMUCKER Co$242.7K2,4810.2%
TERADYNE, INC$238.3K1,2310.2%
MOLSON COORS BEVERAGE CO$236.3K5,0630.2%
OUTFRONT Media Inc.OUTREIT$236.2K9,7990.2%
LANDSTAR SYSTEM INC$236.1K1,6430.2%
NetApp Inc$235.5K2,1990.2%
Viking Therapeutics Inc$235.2K6,6850.2%
CNH Industrial N.V.$235.0K25,4860.2%
TAKEDA PHARMACEUTICAL CO LTDTAKADR$233.7K14,9900.2%
QuantumScape Corp$231.8K22,2480.2%
Healthcare Realty Trust Inc$231.8K13,6750.2%
TYLER TECHNOLOGIES, INC.$231.5K5100.2%
MGIC INVESTMENT CORP$230.7K7,8960.2%
EQUINOR ASA$230.7K9,7630.2%
Yum China Holdings, Inc.YUMCCommon Stock$230.7K4,8320.2%
UNITED BANKSHARES INC/WV$230.4K6,0000.2%
CVR ENERGY INCCVICommon Stock$230.4K9,0550.2%
United Natural Foods, Inc.$230.3K6,8390.2%
TEXTRON INC$229.3K2,6310.2%
Alkermes plc.$229.1K8,1870.2%
BILIBILI INC.$228.7K9,3010.2%
BOSTON BEER CO INC$228.7K1,1720.2%
Blackstone Mortgage Trust Inc$228.3K11,9350.2%
KBR Inc$227.7K5,6650.2%
Noble Corp plc$226.5K8,0210.2%
CABOT CORP$223.5K3,3720.2%
MERIT MEDICAL SYSTEMS INC$223.3K2,5330.2%
ACI WORLDWIDE, INC.$223.2K4,6690.2%
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