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Portfolio (Quarterly) Guide ↗

Bayforest Capital Ltd

· CIK 0002048423
13F Portfolio $108M AUM 917 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 373 New 261 Added 271 Reduced 335 Exited
Page 5 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VTR VENTAS INC Real Estate 975.0 $87K 0.08% -138.0 -12.4% $88.80 +5.7%
82 PL PLANET LABS PBC Industrials 2,529.0 $84K 0.08% -3K -56.8% $33.13 -35.0%
83 VKTX VIKING THERAPEUTICS INC Healthcare 2,141.0 $84K 0.08% -55.0 -2.5% $39.01 -12.4%
84 PIPR PIPER SANDLER COMPANIES Financial Services 1,146.0 $83K 0.08% -5K -80.2% $72.34 +3.3%
85 SWK STANLEY BLACK & DECKER INC Industrials 870.0 $82K 0.08% -2K -70.2% $94.12 +4.6%
86 WAB WABTEC Industrials 303.0 $82K 0.08% -368.0 -54.8% $269.60 +10.1%
87 BTU PEABODY ENGR CORP Energy 3,450.0 $80K 0.07% -1K -24.0% $23.12 +18.8%
88 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 2,263.0 $79K 0.07% -2K -46.3% $35.09 +0.1%
89 EVR EVERCORE INC Financial Services 227.0 $78K 0.07% -866.0 -79.2% $341.44 -15.2%
90 EXTR EXTREME NETWORKS INC Technology 2,366.0 $77K 0.07% -6K -72.5% $32.37 -30.1%
91 FIVE FIVE BELOW INC Consumer Cyclical 424.0 $76K 0.07% -1K -72.2% $179.79 +44.3%
92 ESNT ESSENT GROUP LTD Financial Services 1,177.0 $76K 0.07% -1K -50.0% $64.28 +7.3%
93 MOOG INC 178.0 $75K 0.07% -816.0 -82.1% $423.84
94 REZI RESIDEO TECHNOLOGIES INC Industrials 2,411.0 $75K 0.07% -288.0 -10.7% $31.10 -35.9%
95 HCA HCA HEALTHCARE INC Healthcare 192.0 $75K 0.07% -26.0 -11.9% $389.89 +10.0%
96 B BARRICK MNG CORP Basic Materials 2,020.0 $74K 0.07% -4K -63.6% $36.73 +33.1%
97 AESI ATLAS ENERGY SOLUTIONS INC Energy 4,415.0 $73K 0.07% -13K -75.2% $16.61 -27.6%
98 IT GARTNER INC Technology 560.0 $73K 0.07% -640.0 -53.3% $129.62 +51.0%
99 BTI BRITISH AMERN TOB PLC Consumer Defensive 1,166.0 $72K 0.07% -257.0 -18.1% $61.76 -8.6%
100 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 4,453.0 $71K 0.07% -6K -56.7% $16.03 +14.5%
Page 5 of 14  ·  271 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 17.3%
Industrials 15.4%
Healthcare 15.2%
Consumer Cyclical 13.3%
Financial Services 12.2%
Energy 6.2%
Real Estate 5.7%
Consumer Defensive 4.7%
Basic Materials 4.4%
Utilities 3.3%