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13F-HR filed by Bayforest Capital Ltd

Bayforest Capital Ltd filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-28, with 712 holding rows worth $228,868,225.

Accession
0002048423-25-000008
Filed
2025-07-28
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 713 entries on the cover page, a total value of $228,868,225 stated on the cover page (in dollars after the unit check, H1), rows summing to $228,868,225 with VALUE read as dollars as filed, 13F file number 028-25191. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
GLOBAL PMTS INC37940X102COM966$77,319dollars as filed
DR REDDYS LABS LTD ADR256135203ADR5,083$76,397dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK93$74,529dollars as filed
Pfizer Inc.717081103COM3,005$72,841dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock1,665$72,178dollars as filed
MGIC INVT CORP WIS COM552848103Stock2,540$70,714dollars as filed
ZEBRA TECHNOLOGIES CORPORATION CL A989207105Stock226$69,689dollars as filed
ACADIA PHARMACEUTICALS INC004225108COM3,224$69,542dollars as filed
CADENCE BANK12740C103COM2,136$68,309dollars as filed
AMERIS BANCORP03076K108COM1,046$67,676dollars as filed
HESS CORP42809H107COM466$64,560dollars as filed
CHARLES RIV LABS INTL INC159864107COM417$63,271dollars as filed
WINTRUST FINL CORP COM97650W108Stock510$63,230dollars as filed
ALCON AG ORD SHSH01301128Stock708$62,502dollars as filed
Johnson & Johnson478160104COM409$62,475dollars as filed
PENNYMAC FINL SVCS INC NEW70932M107COM621$61,876dollars as filed
MAXIMUS INC577933104COM870$61,074dollars as filed
FIRSTCASH HOLDINGS INC33768G107COM448$60,543dollars as filed
COMSTOCK RES INC COM205768302Stock2,110$58,384dollars as filed
GATX CORP COM361448103Stock370$56,817dollars as filed
EXELON CORP COM30161N101Stock1,286$55,838dollars as filed
OLD REP INTL CORP COM680223104Stock1,447$55,623dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock170$54,420dollars as filed
SIMPSON MFG INC829073105COM350$54,358dollars as filed
UIPATH INC90364P105CL A4,143$53,030dollars as filed
BLOOMIN BRANDS INC094235108COM6,109$52,598dollars as filed
SYNCHRONYFINL87165B103STOK784$52,324dollars as filed
ConocoPhillips20825C104COM580$52,049dollars as filed
Tesla Motors, Inc88160R101COM162$51,461dollars as filed
BJS WHSL CLUB HLDGS INC COM05550J101Stock472$50,896dollars as filed
ARAMARK COM03852U106Stock1,213$50,788dollars as filed
SLM CORP COM78442P106Stock1,492$48,923dollars as filed
COINBASE GLOBAL INC COM CL A19260Q107Stock137$48,017dollars as filed
TERADYNE INC COM880770102Stock523$47,028dollars as filed
JUNIPER NETWORKS INC48203R104COM1,142$45,600dollars as filed
CENOVUS ENERGY INC15135U109COM3,332$45,315dollars as filed
ALLETE INC018522300COM NEW702$44,977dollars as filed
COUPANG INC22266T109CL A1,491$44,670dollars as filed
MACOM TECH SOLUTIONS HLDGS INC COM55405Y100Stock300$42,987dollars as filed
INTERACTIVE BROKERS GROUP INC COM CL A45841N107Stock767$42,499dollars as filed
BCE INC COM NEW05534B760Stock1,895$42,012dollars as filed
KANZHUN LIMITED48553T106SPONSORED ADS2,324$41,460dollars as filed
UFP INDUSTRIES INC90278Q108COM417$41,433dollars as filed
OMEGA HEALTHCARE INVS INC COM681936100REIT1,129$41,378dollars as filed
BANKUNITED INC06652K103COM1,111$39,540dollars as filed
MKS INC. COM55306N104Stock388$38,552dollars as filed
NASDAQ INC COM631103108Stock417$37,288dollars as filed
NETAPP INC COM64110D104Stock343$36,547dollars as filed
ZSCALERINC98980G102STOK113$35,475dollars as filed
PROGYNY INC COM74340E103Stock1,589$34,958dollars as filed
EAST WEST BANCORP INC COM27579R104Stock346$34,939dollars as filed
ASSOCIATED BANC-CORP045487105COM1,390$33,902dollars as filed
LPL FINL HLDGS INC COM50212V100Stock90$33,747dollars as filed
VERISIGN INC COM92343E102Stock116$33,501dollars as filed
TENABLE HLDGS INC88025T102COM937$31,652dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR255$30,858dollars as filed
BARRICK MNG CORP06849F108COM SHS1,467$30,543dollars as filed
UNIVERSAL DISPLAY CORP91347P105COM194$29,965dollars as filed
EMCOR GROUP INC COM29084Q100Stock56$29,954dollars as filed
SCHRODINGER INC COM80810D103Stock1,469$29,556dollars as filed
LIVANOVA PLCG5509L101SHS634$28,543dollars as filed
CHORD ENERGY CORPORATION674215207COM NEW290$28,086dollars as filed
S&P Global,Inc.78409V104COM53$27,946dollars as filed
SCHEIN HENRY INC806407102COM377$27,540dollars as filed
ServiceNow,Inc.81762P102COM26$26,730dollars as filed
GODADDY INC CL A380237107Stock147$26,469dollars as filed
MSC INDL DIRECT INC CL A553530106Stock309$26,271dollars as filed
WEC ENERGY GROUP INC COM92939U106Stock246$25,633dollars as filed
FLOOR & DECOR HLDGS INC CL A339750101Stock330$25,067dollars as filed
GARTNERINC366651107STOK62$25,062dollars as filed
FLAGSTAR FINANCIAL INC649445400COM NEW2,354$24,952dollars as filed
NNN REIT INC COM637417106REIT562$24,267dollars as filed
RITHM CAPITAL CORP COM NEW64828T201REIT2,138$24,138dollars as filed
STANLEY BLACK & DECKER INC COM854502101Stock346$23,442dollars as filed
CENCORA INC COM03073E105Stock78$23,388dollars as filed
PPL CORP COM69351T106Stock678$22,977dollars as filed
UNIVERSAL HLTH SVCS INC CL B913903100Stock123$22,281dollars as filed
TENET HEALTHCARE CORP COM NEW88033G407Stock125$22,000dollars as filed
CVS Health Corporation126650100COM315$21,729dollars as filed
CERIDIAN HCM HLDG INC15677J108COM382$21,159dollars as filed
MERCADOLIBREINC58733R102STOK8$20,909dollars as filed
Bank of America Corp060505104COM439$20,773dollars as filed
HANCOCK WHITNEY CORPORATION410120109COM352$20,205dollars as filed
SIGNET JEWELERS LTD SHSG81276100Stock251$19,967dollars as filed
ENSIGN GROUP INC29358P101COM126$19,437dollars as filed
REPUBLIC SVCS INC COM760759100Stock78$19,236dollars as filed
CONSTELLATION BRANDS INC CL A21036P108Stock118$19,196dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock73$18,686dollars as filed
HARMONY BIOSCIENCES HLDGS IN413197104COM588$18,581dollars as filed
FIRST AMERN FINL CORP31847R102COM299$18,356dollars as filed
PRESTIGE CONSMR HEALTHCARE I74112D101COM228$18,206dollars as filed
DAVITA INC COM23918K108Stock126$17,949dollars as filed
NTNLGRIDPLCADRFSPONSOREDADR1ADRREPS5ORDSHS636274409STOK240$17,858dollars as filed
TYLER TECHNOLOGIES INC COM902252105Stock30$17,785dollars as filed
KIMCO REALTY CORP COM49446R109REIT839$17,636dollars as filed
CIENA CORP COM NEW171779309Stock215$17,486dollars as filed
SILGAN HLDGS INC827048109COM319$17,283dollars as filed
WATERS CORP COM941848103Stock48$16,754dollars as filed
BANCO MACRO S A05961W105SPON ADR B234$16,429dollars as filed
XPENG INC ADS98422D105ADR917$16,396dollars as filed
ZURN ELKAY WATER SOLNS CORP COM98983L108Stock448$16,383dollars as filed
CBRE GROUP INC CL A12504L109Stock115$16,114dollars as filed
MARVELL TECHNOLOGY INC573874104COM205$15,867dollars as filed
REGIONS FINANCIAL CORP NEW COM7591EP100Stock674$15,852dollars as filed
JACOBS SOLUTIONS INC COM46982L108Stock119$15,643dollars as filed
BLUE OWL CAPITAL CORPORATION COM69121K104CEF1,086$15,573dollars as filed
XPO INC COM983793100Stock114$14,397dollars as filed
GLOBAL X FDS37954Y483NASDAQ 100 COVER860$14,379dollars as filed
BHP BILLITON LIMITED SPONSORED ADS088606108ADR296$14,235dollars as filed
HAYWARD HLDGS INC421298100COM1,010$13,938dollars as filed
HOME BANCSHARES INC COM436893200Stock484$13,775dollars as filed
FLOWSERVE CORP34354P105COM262$13,716dollars as filed
REINSURANCE GROUP AMER INC COM NEW759351604Stock69$13,687dollars as filed
MARATHON PETE CORP COM56585A102Stock81$13,455dollars as filed
KIRBY CORP497266106COM118$13,382dollars as filed
PROSPERITY BANCSHARES INC743606105COM189$13,275dollars as filed
POOL CORP COM73278L105Stock45$13,117dollars as filed
OPTION CARE HEALTH INC COM NEW68404L201Stock400$12,992dollars as filed
CARPENTER TECHNOLOGY CORP144285103COM45$12,437dollars as filed
NEW ORIENTAL ED & TECHNOLOGY SPON ADR647581206ADR230$12,408dollars as filed
CHURCH & DWIGHT CO INC COM171340102Stock126$12,110dollars as filed
EQUITABLE HLDGS INC COM29452E101Stock207$11,613dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock62$11,558dollars as filed
CALIX INC13100M509COM216$11,489dollars as filed
SHERWIN WILLIAMS CO824348106COM33$11,331dollars as filed
SHIFT4 PMTS INC CL A82452J109Stock110$10,902dollars as filed
CALIFORNIA RES CORP13057Q305COM STOCK238$10,869dollars as filed
ATMOS ENERGY CORP COM049560105Stock70$10,788dollars as filed
VIATRIS INC COM92556V106Stock1,206$10,770dollars as filed
ORGANON & CO COMMON STOCK68622V106Stock1,059$10,251dollars as filed
ALBERTSONS COMPANIES INC COMMON STOCK013091103Stock473$10,174dollars as filed
FACTSET RESH SYS INC COM303075105Stock22$9,840dollars as filed
TELEFLEX INCORPORATED879369106COM83$9,824dollars as filed
SABRA HEALTH CARE REIT INC COM78573L106REIT516$9,515dollars as filed
ALASKA AIR GROUP INC COM011659109Stock182$9,005dollars as filed
Costco Wholesale Corporation22160K105COM9$8,909dollars as filed
PAGERDUTY INC COM69553P100Stock582$8,893dollars as filed
ASCENDIS PHARMA A/S DKK 1.0 AD04351P101SPONSORED ADR51$8,803dollars as filed
FRESHPET INC COM358039105Stock126$8,563dollars as filed
DELTA AIR LINES INC COM NEW247361702Stock173$8,508dollars as filed
ROBERT HALF INC. COM770323103Stock206$8,456dollars as filed
COCA-COLA EUROPACIFIC PARTNERS SHSG25839104Stock89$8,252dollars as filed
NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN637870106REIT256$8,189dollars as filed
GROUPON INC399473206COM NEW242$8,095dollars as filed
TRAVEL PLUS LEISURE CO COM894164102Stock156$8,051dollars as filed
WENDYS CO COM95058W100Stock662$7,560dollars as filed
Texas Instruments Incorporated882508104COM36$7,474dollars as filed
CARTERS INC146229109COM248$7,472dollars as filed
RHYTHM PHARMACEUTICALS INC76243J105COM116$7,330dollars as filed
WHITE MTNS INS GROUP LTDG9618E107COM4$7,183dollars as filed
PBF ENERGY INC69318G106CL A321$6,956dollars as filed
FLOWERS FOODS INC COM343498101Stock432$6,903dollars as filed
SIMPLY GOOD FOODS CO COM82900L102Stock218$6,887dollars as filed
BOYDGAMINGCORP103304101STOK87$6,806dollars as filed
LEAR CORP COM NEW521865204Stock71$6,744dollars as filed
Palantir Technologies Inc. Class A69608A108COM49$6,680dollars as filed
ERIE INDTY CO CL A29530P102Stock19$6,589dollars as filed
WABTEC COM929740108Stock31$6,490dollars as filed
MADISON SQUARE GRDN SPRT CORP CL A55825T103Stock31$6,477dollars as filed
Amgen Inc.031162100COM23$6,422dollars as filed
3M CO COM88579Y101Stock42$6,394dollars as filed
MEDPACE HLDGS INC COM58506Q109Stock20$6,277dollars as filed
HUNTSMAN CORP447011107COM599$6,242dollars as filed
HARMONY GOLD MINING CO LTD SPONSORED ADR413216300ADR445$6,217dollars as filed
GAMING & LEISURE P COM36467J108REIT132$6,162dollars as filed
CHART INDS INC16115Q308COM37$6,092dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock19$5,855dollars as filed
ONEMAIN HLDGS INC COM68268W103Stock97$5,529dollars as filed
REDFIN CORP75737F108COM461$5,159dollars as filed
CURTISS WRIGHT CORP COM231561101Stock10$4,886dollars as filed
MAGNOLIA OIL & GAS CORP559663109CL A217$4,878dollars as filed
ENOVIS CORPORATION194014502COM146$4,579dollars as filed
JACKSON FINANCIAL INC COM CL A46817M107Stock51$4,528dollars as filed
OUTFRONT MEDIA INC69007J304COM NEW266$4,341dollars as filed
SAP SE SPON ADR803054204ADR14$4,257dollars as filed
CELESTICA INC COM15101Q207Stock26$4,059dollars as filed
SIMON PPTY GROUP INC NEW COM828806109REIT25$4,019dollars as filed
ETSY INC29786A106COM78$3,912dollars as filed
BUILDERS FIRSTSOURCE INC COM12008R107Stock32$3,734dollars as filed
MACYS INC COM55616P104Stock300$3,498dollars as filed
AVIENT CORPORATION05368V106COM108$3,489dollars as filed
DEVON ENERGY CORP NEW COM25179M103Stock107$3,404dollars as filed
HALOZYME THERAPEUTICS INC COM40637H109Stock62$3,225dollars as filed
CONFLUENT INC20717M103CLASS A COM125$3,116dollars as filed
ACI WORLDWIDE INC COM004498101Stock66$3,030dollars as filed
DECKERS OUTDOOR CORP243537107COM29$2,989dollars as filed
United Parcel Service,Inc. Class B911312106COM27$2,725dollars as filed
SPRINGWORKS THERAPEUTICS INC85205L107COM57$2,678dollars as filed
HASBRO INC COM418056107Stock36$2,658dollars as filed
NEXSTAR MEDIA GROUP INC COMMON STOCK65336K103Stock15$2,594dollars as filed
ARCBEST CORP COM03937C105Stock33$2,541dollars as filed
XYLEM INC COM98419M100Stock19$2,458dollars as filed
TIMKEN CO887389104COM27$1,959dollars as filed
FORD MTR CO COM345370860Stock169$1,834dollars as filed
VIKING THERAPEUTICS INC92686J106COM68$1,802dollars as filed
MP MATERIALS CORP553368101COM CL A50$1,664dollars as filed
CHAMPION HOMES INC830830105COM25$1,565dollars as filed
CINCINNATI FINL CORP COM172062101Stock8$1,191dollars as filed
ESSEX PPTY TR INC COM297178105REIT4$1,134dollars as filed
Amazon.com, Inc023135106COM4$878dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock9$818dollars as filed
LOGITECH INTL S A SHSH50430232Stock9$811dollars as filed
SPY78462F103SHS1$618dollars as filed
PVH CORPORATION COM693656100Stock9$617dollars as filed
INVESCO LTD SHSG491BT108Stock39$615dollars as filed
UNITY SOFTWARE INC COM91332U101Stock25$605dollars as filed
FIRSTENERGY CORP337932107COM15$604dollars as filed
LENNOX INTL INC COM526107107Stock1$573dollars as filed
INGREDION INC COM457187102Stock4$542dollars as filed
ZIONS BANCORPORATION989701107COM4$208dollars as filed
Merck & Co.,Inc.58933Y105COM2$158dollars as filed
BRIGHT HORIZONS FAM SOL IN DEL COM109194100Stock1$124dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002048423-25-000008this filing2025-07-28acceptance time not in the bulk data set