Portfolio (Quarterly) Guide ↗

Bayhunt Capital LLC

· CIK 0002058173

13F Portfolio $106M AUM 20 positions Filed May 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 8 New 12 Reduced 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	AMH	AMERICAN HOMES 4 RENT	Real Estate	461,741	$14.8M	8.18%	SOLD
2	GLPI	GAMING & LEISURE PPTYS INC	Real Estate	331,409	$14.8M	8.18%	SOLD
3	MAA	MID-AMER APT CMNTYS INC	Real Estate	62,044	$8.6M	4.76%	SOLD
4	MTH	MERITAGE HOMES CORP	Consumer Cyclical	120,397	$7.9M	4.37%	SOLD
5	HR	HEALTHCARE RLTY TR	Real Estate	366,753	$6.2M	3.43%	SOLD
6	DEI	DOUGLAS EMMETT INC	Real Estate	365,026	$4.0M	2.21%	SOLD

Sector Allocation

Real Estate 96.8%

Consumer Cyclical 3.2%