Skip to content

13F-HR filed by Bayforest Capital Ltd

Bayforest Capital Ltd filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-24, with 717 holding rows worth $210,334,803.

Accession
0002048423-25-000009
Filed
2025-10-24
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 717 entries on the cover page, a total value of $210,334,803 stated on the cover page (in dollars after the unit check, H1), rows summing to $210,334,803 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
AERCAP HOLDINGS NV SHSN00985106Stock935$113,135dollars as filed
REGIONS FINANCIAL CORP NEW COM7591EP100Stock4,285$112,995dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS754$112,052dollars as filed
HEICO CORP NEW COM422806109Stock346$111,696dollars as filed
BERKLEY W R CORP COM084423102Stock1,457$111,635dollars as filed
AMERIPRISE FINL INC COM03076C106Stock227$111,514dollars as filed
STAR BULK CARRIERS CORP.Y8162K204SHS PAR5,980$111,168dollars as filed
PAYPALHLDGSINC70450Y103STOK1,642$110,113dollars as filed
QORVO INC COM74736K101Stock1,206$109,842dollars as filed
BCE INC COM NEW05534B760Stock4,664$109,091dollars as filed
MARZETTI COMPANY513847103COM631$109,030dollars as filed
HCA Healthcare Inc40412C101COM255$108,681dollars as filed
CVS Health Corporation126650100COM1,428$107,657dollars as filed
GOOSEHEAD INS INC38267D109COM CL A1,432$106,569dollars as filed
PENUMBRA INC COM70975L107Stock417$105,634dollars as filed
RITHM CAPITAL CORP COM NEW64828T201REIT9,242$105,266dollars as filed
Home Depot, Inc437076102COM257$104,134dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK2,646$103,697dollars as filed
ALASKA AIR GROUP INC COM011659109Stock2,077$103,393dollars as filed
NASDAQ INC COM631103108Stock1,134$100,302dollars as filed
UNITED PARKS & RESORTS INC81282V100COM1,922$99,367dollars as filed
WHIRLPOOL CORP COM963320106Stock1,262$99,193dollars as filed
THOMSON REUTERS CORP COM884903808Stock638$99,101dollars as filed
SLM CORP COM78442P106Stock3,564$98,652dollars as filed
ROYAL CARIBBEAN GROUP COMV7780T103Stock302$97,721dollars as filed
CRACKER BARREL OLD CTRY STOR22410J106COM2,210$97,373dollars as filed
REALTY INCOME CORP COM756109104REIT1,587$96,474dollars as filed
NEWMARKET CORP COM651587107Stock116$96,072dollars as filed
RESMED INC COM761152107Stock350$95,806dollars as filed
WIX COM LTD SHSM98068105Stock538$95,565dollars as filed
NEKTAR THERAPEUTICS640268306COMMON STOCK1,679$95,535dollars as filed
POTLATCHDELTIC CORPORATION737630103COM2,325$94,744dollars as filed
TECHNIPFMC PLC COMG87110105Stock2,356$92,944dollars as filed
RIOT PLATFORMS INC767292105COM4,881$92,885dollars as filed
DANA INC235825205COM4,606$92,304dollars as filed
ATMOS ENERGY CORP COM049560105Stock540$92,205dollars as filed
ASSOCIATED BANC-CORP045487105COM3,547$91,193dollars as filed
RENAISSANCERE HLDGS LTD COMG7496G103Stock359$91,161dollars as filed
SHIFT4 PMTS INC CL A82452J109Stock1,161$89,861dollars as filed
TYLER TECHNOLOGIES INC COM902252105Stock168$87,891dollars as filed
Walt Disney Co254687106COM759$86,906dollars as filed
HARMONY GOLD MINING CO LTD SPONSORED ADR413216300ADR4,778$86,721dollars as filed
CHEESECAKE FACTORY INC163072101COM1,568$85,676dollars as filed
BARCLAYS PLC ADR06738E204ADR4,072$84,168dollars as filed
LCI INDS50189K103COM894$83,276dollars as filed
COTERRA ENERGY INC COM127097103Stock3,484$82,397dollars as filed
TEXAS ROADHOUSE INC COM882681109Stock495$82,244dollars as filed
ARAMARK COM03852U106Stock2,124$81,562dollars as filed
APTARGROUP INC COM038336103Stock610$81,533dollars as filed
NORTHERN TR CORP COM665859104Stock600$80,760dollars as filed
QUALYS INC COM74758T303Stock602$79,663dollars as filed
MOLSON COORS BEVERAGE CO CL B60871R209Stock1,744$78,916dollars as filed
GUARDANT HEALTH INC COM40131M109Stock1,250$78,100dollars as filed
OSHKOSH CORP COM688239201Stock600$77,820dollars as filed
AXOSFINLINC05465C100STOK903$76,439dollars as filed
CARVANA CO CL A146869102Stock197$74,316dollars as filed
Amgen Inc.031162100COM261$73,654dollars as filed
COMSTOCK RES INC COM205768302Stock3,692$73,212dollars as filed
COCA-COLA EUROPACIFIC PARTNERS SHSG25839104Stock803$72,599dollars as filed
RINGCENTRAL INC76680R206CL A2,518$71,360dollars as filed
SHERWIN WILLIAMS CO824348106COM203$70,291dollars as filed
TWIST BIOSCIENCE CORP90184D100COM2,436$68,549dollars as filed
SCOTTS MIRACLE-GRO CO810186106CL A1,203$68,511dollars as filed
ACI WORLDWIDE INC COM004498101Stock1,282$67,651dollars as filed
DARLING INGREDIENTS INC COM237266101Stock2,160$66,679dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock1,698$66,596dollars as filed
Palantir Technologies Inc. Class A69608A108COM363$66,218dollars as filed
Up Fintech Holding Ltd91531W106COM6,206$66,218dollars as filed
GOODYEAR TIRE & RUBBER CO382550101COM8,681$64,934dollars as filed
FIRST HAWAIIAN INC32051X108COM2,571$63,838dollars as filed
CINCINNATI FINL CORP COM172062101Stock391$61,817dollars as filed
ESSENTIAL PPTYS RLTY TR INC COM29670E107REIT2,066$61,484dollars as filed
BIOGEN INC COM09062X103Stock429$60,094dollars as filed
HUNTSMAN CORP447011107COM6,505$58,415dollars as filed
TELADOC HEALTH INC87918A105COM7,512$58,068dollars as filed
MICROCHIP TECHNOLOGY INC. COM595017104Stock904$58,055dollars as filed
INSPERITY INC45778Q107COM1,178$57,958dollars as filed
Wells Fargo & Company949746101COM688$57,668dollars as filed
WATSCO INC COM942622200Stock140$56,602dollars as filed
MIDDLEBYCORP596278101STOK422$56,096dollars as filed
AVISTA CORP COM05379B107Stock1,478$55,883dollars as filed
ATI INC COM01741R102Stock674$54,823dollars as filed
CORTEVA INC COM22052L104Stock785$53,090dollars as filed
ZURN ELKAY WATER SOLNS CORP COM98983L108Stock1,121$52,721dollars as filed
AUTOLIV INC052800109COM426$52,611dollars as filed
BUNGE GLOBAL SA COM SHSH11356104Stock641$52,081dollars as filed
Texas Instruments Incorporated882508104COM274$50,342dollars as filed
INCYTE CORP COM45337C102Stock590$50,038dollars as filed
EXPAND ENERGY CORPORATION COM165167735Stock461$48,977dollars as filed
GODADDY INC CL A380237107Stock355$48,575dollars as filed
LIVANOVA PLCG5509L101SHS918$48,085dollars as filed
UDR INC COM902653104REIT1,272$47,395dollars as filed
ASSURED GUARANTY LTD COMG0585R106Stock557$47,150dollars as filed
VULCAN MATLS CO COM929160109Stock151$46,451dollars as filed
ITT INC COM45073V108Stock258$46,120dollars as filed
CABOT CORP127055101COM601$45,706dollars as filed
AKAMAI TECHNOLOGIES INC COM00971T101Stock588$44,547dollars as filed
CLEAN HARBORS INC COM184496107Stock191$44,354dollars as filed
BARRICK MNG CORP06849F108COM SHS1,348$44,174dollars as filed
GITLAB INC CLASS A COM37637K108Stock957$43,142dollars as filed
GLOBAL X FDS37954Y483NASDAQ 100 COVER2,512$42,729dollars as filed
F5 INC COM315616102Stock130$42,015dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock209$41,994dollars as filed
ADVANCE AUTO PARTS INC00751Y106COM680$41,752dollars as filed
PDD HOLDINGS INC SPONSORED ADS722304102ADR305$40,312dollars as filed
GEN DIGITAL INC COM668771108Stock1,419$40,285dollars as filed
Adobe Inc00724F101COM112$39,508dollars as filed
CORNING INC219350105COM478$39,210dollars as filed
VALVOLINE INC COM92047W101Stock1,086$38,998dollars as filed
COMMSCOPE HLDG CO INC20337X109COM2,482$38,421dollars as filed
Microsoft Corp594918104COM74$38,328dollars as filed
AT&T Inc00206R102COM1,351$38,152dollars as filed
ONEMAIN HLDGS INC COM68268W103Stock671$37,885dollars as filed
PERFORMANCE FOOD GROUP CO COM71377A103Stock361$37,558dollars as filed
Netflix, Inc64110L106COM30$35,968dollars as filed
OSCAR HEALTH INC687793109CL A1,814$34,339dollars as filed
SNAP INC83304A106CL A4,434$34,186dollars as filed
DOMINOS PIZZA INC COM25754A201Stock77$33,242dollars as filed
JEFFERIES FINANCIAL GROUP IN47233W109COM508$33,233dollars as filed
TELEPHONE & DATA SYS INC879433829COM NEW846$33,197dollars as filed
JACKSON FINANCIAL INC COM CL A46817M107Stock327$33,102dollars as filed
ENCOMPASS HEALTH CORP COM29261A100Stock251$31,882dollars as filed
KRATOS DEFENSE & SEC SOLUTIO50077B207COM NEW346$31,614dollars as filed
GAMING & LEISURE P COM36467J108REIT676$31,508dollars as filed
KINGSOFT CLOUD HLDGS LTD ADS49639K101ADR1,989$29,676dollars as filed
PINNACLE WEST CAP CORP723484101COM329$29,498dollars as filed
GROCERY OUTLET HLDG CORP COM39874R101Stock1,796$28,826dollars as filed
MKS INC. COM55306N104Stock228$28,220dollars as filed
TERADYNE INC COM880770102Stock201$27,666dollars as filed
PUBLIC STORAGE COM74460D109REIT90$25,997dollars as filed
XPO INC COM983793100Stock197$25,466dollars as filed
LEMONADEINC52567D107STOK465$24,891dollars as filed
SALLY BEAUTY HLDGS INC79546E104COM1,494$24,322dollars as filed
FLAGSTAR FINANCIAL INC649445400COM NEW2,096$24,209dollars as filed
Amazon.com, Inc023135106COM108$23,714dollars as filed
UnitedHealth Group Inc91324P102COM68$23,480dollars as filed
SMITH & NEPHEW PLC SPDN ADR NEW83175M205ADR636$23,080dollars as filed
KROGER CO COM501044101Stock331$22,313dollars as filed
HANESBRANDS INC410345102COM3,352$22,090dollars as filed
SMUCKER J M CO832696405COM NEW199$21,611dollars as filed
HAYWARD HLDGS INC421298100COM1,414$21,380dollars as filed
ADIENT PLCG0084W101ORD SHS873$21,022dollars as filed
AMERICAN EAGLE OUTFITTERS INC COM02553E106Stock1,196$20,464dollars as filed
ELEMENT SOLUTIONS INC COM28618M106Stock811$20,413dollars as filed
MAGNOLIA OIL & GAS CORP559663109CL A828$19,764dollars as filed
FIFTH THIRD BANCORP COM316773100Stock441$19,647dollars as filed
BANK OZK LITTLE ROCK ARK COM06417N103Stock382$19,474dollars as filed
SABRA HEALTH CARE REIT INC COM78573L106REIT1,040$19,386dollars as filed
HANCOCK WHITNEY CORPORATION410120109COM297$18,595dollars as filed
COMERICAINC200340107COM268$18,363dollars as filed
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW500472303ADR669$18,237dollars as filed
SILICON LABORATORIES INC COM826919102Stock136$17,834dollars as filed
MONDAY COM LTD SHSM7S64H106Stock92$17,819dollars as filed
REXFORD INDL RLTY INC COM76169C100REIT433$17,801dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock29$17,670dollars as filed
OGE ENERGY CORP670837103COM373$17,259dollars as filed
SYNCHRONYFINL87165B103STOK239$16,981dollars as filed
WHITE MTNS INS GROUP LTDG9618E107COM9$15,044dollars as filed
LPL FINL HLDGS INC COM50212V100Stock45$14,971dollars as filed
Altria Group Inc02209S103COM223$14,731dollars as filed
ALLETE INC018522300COM NEW218$14,475dollars as filed
REPUBLIC SVCS INC COM760759100Stock61$13,998dollars as filed
Medtronic PlcG5960L103COM145$13,810dollars as filed
CF INDUSTRIES HOLD COM125269100Stock153$13,724dollars as filed
CENTURY COMMUNITIES INC.156504300COM202$12,801dollars as filed
INTERPUBLIC GROUP COS460690100COM458$12,783dollars as filed
Advanced Micro Devices,Inc.007903107COM76$12,296dollars as filed
METTLER TOLEDO INTERNATIONAL COM592688105Stock10$12,276dollars as filed
TOPBUILD COR COM89055F103Stock27$10,553dollars as filed
IONIS PHARMACEUTICALS INC COM462222100Stock154$10,075dollars as filed
EVERPURE INC CL A74624M102Stock116$9,722dollars as filed
PEGASYSTEMS INC COM705573103Stock169$9,718dollars as filed
NORTHWESTERN ENERGY GROUP INC COM NEW668074305Stock159$9,319dollars as filed
BJS WHSL CLUB HLDGS INC COM05550J101Stock98$9,138dollars as filed
SYSCOCORP871829107COM110$9,057dollars as filed
DEUTSCHE BK AG NAMEN AKTD18190898Stock253$8,959dollars as filed
BLUE OWL CAPITAL CORPORATION COM69121K104CEF695$8,875dollars as filed
ROLLINS INC COM775711104Stock150$8,811dollars as filed
LITHIA MTRS INC COM536797103Stock27$8,532dollars as filed
DECKERS OUTDOOR CORP243537107COM81$8,211dollars as filed
KINROSS GOLD CORP496902404COM310$7,704dollars as filed
Comcast Corp20030N101COM224$7,038dollars as filed
H WORLD GROUP LTD SPONSORED ADS44332N106ADR178$6,962dollars as filed
WESTERN UN CO COM959802109Stock862$6,887dollars as filed
Deere & Company244199105COM15$6,859dollars as filed
WEC ENERGY GROUP INC COM92939U106Stock58$6,646dollars as filed
BWX TECHNOLOGIES INC05605H100COM34$6,269dollars as filed
Caterpillar Inc.149123101COM13$6,203dollars as filed
BANK MONTREAL MEDIUM COM063671101Stock46$5,992dollars as filed
FISERV INC337738108COM46$5,931dollars as filed
RLI CORP COM749607107Stock89$5,805dollars as filed
UIPATH INC90364P105CL A418$5,593dollars as filed
PALOMAR HLDGS INC COM69753M105Stock47$5,487dollars as filed
STRATEGY INC CL A NEW594972408Stock16$5,155dollars as filed
VISHAY INTERTECHNOLOGY INC COM928298108Stock332$5,080dollars as filed
ROYAL GOLD INC780287108COM24$4,814dollars as filed
ALCON AG ORD SHSH01301128Stock62$4,620dollars as filed
INTELLIA THERAPEUTICS INC45826J105COM262$4,525dollars as filed
FERRARI N VN3167Y103COM9$4,367dollars as filed
FIRSTENERGY CORP337932107COM89$4,078dollars as filed
GOLD FIELDS LTD SPONSORED ADR38059T106ADR90$3,776dollars as filed
MARVELL TECHNOLOGY INC573874104COM41$3,447dollars as filed
MATADOR RES CO COM576485205Stock75$3,370dollars as filed
VODAFONE GROUP PLC SPONSORED ADR92857W308ADR286$3,318dollars as filed
CENOVUS ENERGY INC15135U109COM158$2,684dollars as filed
ARROW ELECTRS INC042735100COM19$2,299dollars as filed
GENPACT LIMITED SHSG3922B107Stock49$2,053dollars as filed
FABRINET SHSG3323L100Stock5$1,823dollars as filed
COVISTA INC00737L103COM6$927dollars as filed
FIRSTCASH HOLDINGS INC33768G107COM5$792dollars as filed
SCHEIN HENRY INC806407102COM8$531dollars as filed
SUN LIFE FINANCIAL INC. COM866796105Stock8$480dollars as filed
DIGITALOCEAN HLDGS INC COM25402D102Stock7$239dollars as filed
RECURSION PHARMACEUTICALS IN75629V104CL A7$34dollars as filed
WINNEBAGO INDS INC974637100COM1$33dollars as filed
AZENTA INC114340102COM1$29dollars as filed
BLOOMIN BRANDS INC094235108COM2$14dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002048423-25-000009this filing2025-10-24acceptance time not in the bulk data set