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Portfolio (Quarterly) Guide ↗

Bayforest Capital Ltd

· CIK 0002048423
13F Portfolio $89M AUM 879 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 338 New 165 Added 371 Reduced 237 Exited
Page 6 of 12  ·  237 positions
# Ticker Company Sector Shares Value ↓ % Port Status
101 EXPO EXPONENT INC Industrials 1,648 $114K 0.09% SOLD
102 ITUB ITAU UNIBANCO HLDG S A Financial Services 15,967 $114K 0.09% SOLD
103 ERIE ERIE INDTY CO Financial Services 396 $114K 0.09% SOLD
104 WPM WHEATON PRECIOUS METALS CORP Basic Materials 956 $112K 0.08% SOLD
105 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 1,847 $106K 0.08% SOLD
106 CADENCE BANK 2,477 $106K 0.08% SOLD
107 CI THE CIGNA GROUP Healthcare 382 $105K 0.08% SOLD
108 RIOT RIOT PLATFORMS INC Financial Services 8,123 $103K 0.08% SOLD
109 HOOD ROBINHOOD MKTS INC Financial Services 897 $101K 0.08% SOLD
110 L LOEWS CORP Financial Services 963 $101K 0.08% SOLD
111 NDAQ NASDAQ INC Financial Services 1,039 $101K 0.07% SOLD
112 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 792 $100K 0.07% SOLD
113 CELH CELSIUS HLDGS INC Consumer Defensive 2,146 $98K 0.07% SOLD
114 GPN GLOBAL PMTS INC Industrials 1,240 $96K 0.07% SOLD
115 GO GROCERY OUTLET HLDG CORP Consumer Defensive 9,465 $96K 0.07% SOLD
116 O REALTY INCOME CORP Real Estate 1,682 $95K 0.07% SOLD
117 OSK OSHKOSH CORP Industrials 754 $95K 0.07% SOLD
118 IBM INTERNATIONAL BUSINESS MACHS Technology 319 $94K 0.07% SOLD
119 PZZA PAPA JOHNS INTL INC Consumer Cyclical 2,384 $92K 0.07% SOLD
120 LC LENDINGCLUB CORP Financial Services 4,816 $91K 0.07% SOLD
Page 6 of 12  ·  237 positions
Sector Allocation
Technology 17.9%
Industrials 14.9%
Consumer Cyclical 14.7%
Financial Services 14.0%
Healthcare 12.8%
Energy 6.2%
Real Estate 5.5%
Basic Materials 4.2%
Consumer Defensive 4.0%
Communication Services 3.0%