Bayforest Capital Ltd
Follow13F filer, CIK 2048423, LONDON, United Kingdom
Bayforest Capital Ltd reported $229,593,590 across 712 holdings for the quarter ended 2025-03-31, in a 13F-HR/A filed 2025-05-19. Its ten largest share positions make up 6.85% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0002048423-25-000006
- Period
- 2025-03-31
- Reported value
- $230M
- Holdings
- 712
- Top 10 weight
- 6.85%
- New
- 254
- Sold out
- 214
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| BEnew | +104,540 | $2.06M |
| MCadded | +28,997 | $1.69M |
| AGCOnew | +17,693 | $1.64M |
| CCIadded | +15,619 | $1.63M |
| ELnew | +24,337 | $1.61M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| WINGexited | -1,126 | -$320K |
| EPAMexited | -1,366 | -$319K |
| WALGREENS BOOTS ALLIANCE INCreduced | -27,461 | -$307K |
| HOODexited | -8,037 | -$299K |
| EEFTexited | -2,894 | -$298K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 712 share positions
Sold out in Q1 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| WINGWINGSTOP INC | 1,126 | $320K | shares |
| EPAMEPAM SYS INC | 1,366 | $319K | shares |
| HOODROBINHOOD MKTS INC | 8,037 | $299K | shares |
| EEFTEURONET WORLDWIDE INC | 2,894 | $298K | shares |
| ARMKARAMARK | 7,695 | $287K | shares |
| ADMARCHER DANIELS MIDLAND CO | 5,670 | $286K | shares |
| GGALGRUPO FINANCIERO GALICIA S.A | 4,468 | $278K | shares |
| AWIARMSTRONG WORLD INDS INC NEW | 1,870 | $264K | shares |
| FRPTFRESHPET INC | 1,780 | $264K | shares |
| MCKMCKESSON CORP | 460 | $262K | shares |
| SHELSHELL PLC | 3,888 | $244K | shares |
| EQNREQUINOR ASA | 10,282 | $244K | shares |
| CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL | 691 | $230K | shares |
| MPWRMONOLITHIC PWR SYS INC | 389 | $230K | shares |
| LRCXLAM RESEARCH CORP | 3,181 | $230K | shares |
| LUMNLUMEN TECHNOLOGIES INC | 43,006 | $228K | shares |
| QSQUANTUMSCAPE CORP | 43,901 | $228K | shares |
| AYIACUITY INC | 772 | $226K | shares |
| EXEEXPAND ENERGY CORPORATION | 2,218 | $221K | shares |
| LEGLEGGETT & PLATT INC | 22,767 | $219K | shares |
| SGISOMNIGROUP INTERNATIONAL INC | 3,848 | $218K | shares |
| RXRXRECURSION PHARMACEUTICALS IN | 31,781 | $215K | shares |
| QTWOQ2 HLDGS INC | 2,092 | $211K | shares |
| SMARTSHEET INC. (CLASS A)SMARTSHEET INC. (CLASS A) | 3,526 | $198K | shares |
| STZCONSTELLATION BRANDS INC | 868 | $192K | shares |
| LMTLOCKHEED MARTIN CORP | 392 | $190K | shares |
| NOGNORTHERN OIL & GAS INC | 5,015 | $186K | shares |
| MLIMUELLER INDS INC | 2,339 | $186K | shares |
| ADNTADIENT PLC | 10,632 | $183K | shares |
| ERIEERIE INDTY CO | 432 | $178K | shares |
| CVSACOVISTA INC | 1,932 | $176K | shares |
| SUMMIT MATERIALS INC CLASS ASUMMIT MATERIALS INC CLASS A | 3,396 | $172K | shares |
| NFLXNETFLIX INC. | 190 | $169K | shares |
| PARAMOUNT GLOBALPARAMOUNT GLOBAL | 16,173 | $169K | shares |
| PNRPENTAIR PLC | 1,646 | $166K | shares |
| ASNDASCENDIS PHARMA A/S | 1,165 | $160K | shares |
| GWWWW GRAINGER INC | 151 | $159K | shares |
| ZWSZURN ELKAY WATER SOLNS CORP | 4,245 | $158K | shares |
| UPWKUPWORK INC | 9,552 | $156K | shares |
| MOSMOSAIC CO | 6,172 | $152K | shares |
| IOVAIOVANCE BIOTHERAPEUTICS INC | 19,783 | $146K | shares |
| SITCSITE CTRS CORP | 9,486 | $145K | shares |
| NEENEXTERA ENERGY INC | 1,987 | $142K | shares |
| FTITECHNIPFMC PLC | 4,911 | $142K | shares |
| SCHWCHARLES SCHWAB CORP (THE) | 1,886 | $140K | shares |
| EDUNEW ORIENTAL ED & TECHNOLOGY | 2,148 | $138K | shares |
| CINFCINCINNATI FINL CORP | 959 | $138K | shares |
| DEIDOUGLAS EMMETT INC | 7,374 | $137K | shares |
| MTDMETTLER TOLEDO INTERNATIONAL | 111 | $136K | shares |
| THCTENET HEALTHCARE CORP | 1,072 | $135K | shares |
| CSXCSX CORP | 4,142 | $134K | shares |
| SYYSYSCO CORP | 1,693 | $129K | shares |
| ICUIICU MED INC | 789 | $122K | shares |
| MMSMAXIMUS INC | 1,621 | $121K | shares |
| WECWEC ENERGY GROUP INC | 1,273 | $120K | shares |
| TNLTRAVEL PLUS LEISURE CO | 2,356 | $119K | shares |
| WWDWOODWARD INC | 695 | $116K | shares |
| JLLJONES LANG LASALLE INC | 454 | $115K | shares |
| CEGCONSTELLATION ENERGY CORP | 506 | $113K | shares |
| VTRVENTAS INC | 1,909 | $112K | shares |
| SKYWSKYWEST INC | 1,107 | $111K | shares |
| SPBSPECTRUM BRANDS HOLDINGS INC | 1,300 | $110K | shares |
| OMCOMNICOM GROUP INC | 1,266 | $109K | shares |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 551 | $109K | shares |
| TDTORONTO DOMINION BK ONT | 2,022 | $108K | shares |
| LDOSLEIDOS HOLDINGS INC | 746 | $107K | shares |
| AIZASSURANT INC | 497 | $106K | shares |
| SHLSSHOALS TECHNOLOGIES GROUP IN | 18,701 | $103K | shares |
| KMXCARMAX INC | 1,229 | $100K | shares |
| MRSHMARSH & MCLENNAN COS INC | 468 | $99.4K | shares |
| GISGENERAL MILLS INC | 1,525 | $97.2K | shares |
| GEOGEO GROUP INC | 3,338 | $93.4K | shares |
| SMSM ENERGY COMPANY | 2,389 | $92.6K | shares |
| PFSIPENNYMAC FINL SVCS INC NEW | 895 | $91.4K | shares |
| DUOLDUOLINGO INC | 281 | $91.1K | shares |
| ESABESAB CORPORATION | 733 | $87.9K | shares |
| ONTOONTO INNOVATION INC | 525 | $87.5K | shares |
| EDRENDEAVOR GROUP HLDGS INC | 2,748 | $86K | shares |
| IRMIRON MTN INC DEL | 810 | $85.1K | shares |
| EWEDWARDS LIFESCIENCES CORP | 1,084 | $80.2K | shares |
| ROPROPER TECHNOLOGIES INC | 154 | $80.1K | shares |
| GSKGSK PLC | 2,356 | $79.7K | shares |
| DOCHEALTHPEAK PROPERTIES INC | 3,910 | $79.3K | shares |
| SLFSUN LIFE FINANCIAL INC. | 1,310 | $77.7K | shares |
| AMNAMN HEALTHCARE SVCS INC | 3,234 | $77.4K | shares |
| ZTOZTO EXPRESS CAYMAN INC | 3,937 | $77K | shares |
| UBSUBS GROUP AG | 2,535 | $76.9K | shares |
| HBANHUNTINGTON BANCSHARES INC | 4,724 | $76.9K | shares |
| CNKCINEMARK HLDGS INC | 2,449 | $75.9K | shares |
| HASHICORP INCHASHICORP INC | 2,211 | $75.6K | shares |
| PKPARK HOTELS & RESORTS INC | 5,373 | $75.6K | shares |
| NVDANVIDIA CORPORATION | 553 | $74.3K | shares |
| APLEAPPLE HOSPITALITY REIT INC | 4,790 | $73.5K | shares |
| WMTWALMART INC | 806 | $72.8K | shares |
| ASHASHLAND INC | 1,007 | $72K | shares |
| RGENREPLIGEN CORP | 488 | $70.2K | shares |
| HESS CORPHESS CORP | 523 | $69.6K | shares |
| RYROYAL BK CDA | 569 | $68.6K | shares |
| WPMWHEATON PRECIOUS METALS CORP | 1,199 | $67.4K | shares |
| DVDOUBLEVERIFY HLDGS INC | 3,467 | $66.6K | shares |
| RDNRADIAN GROUP INC | 2,045 | $64.9K | shares |
| GNTXGENTEX CORP | 2,182 | $62.7K | shares |
| AVAVAEROVIRONMENT INC | 402 | $61.9K | shares |
| PENNPENN ENTERTAINMENT INC | 3,098 | $61.4K | shares |
| LITELUMENTUM HLDGS INC | 710 | $59.6K | shares |
| AVBAVALONBAY CMNTYS INC | 265 | $58.3K | shares |
| MATXMATSON INC | 432 | $58.3K | shares |
| AMATAPPLIED MATLS INC | 348 | $56.6K | shares |
| ENSGENSIGN GROUP INC | 423 | $56.2K | shares |
| LECOLINCOLN ELEC HLDGS INC | 293 | $54.9K | shares |
| BAXBAXTER INTL INC | 1,883 | $54.9K | shares |
| DBDEUTSCHE BK AG | 3,186 | $54.3K | shares |
| MOALTRIA GROUP INC | 1,038 | $54.3K | shares |
| DYDYCOM INDS INC | 309 | $53.8K | shares |
| SSENTINELONE INC | 2,400 | $53.3K | shares |
| CNOCNO FINL GROUP INC | 1,431 | $53.2K | shares |
| HASHASBRO INC | 938 | $52.4K | shares |
| QLYSQUALYS INC | 371 | $52K | shares |
| LMNDLEMONADE INC | 1,394 | $51.1K | shares |
| BNTXBIONTECH SE | 443 | $50.5K | shares |
| SONYSONY GROUP CORP | 2,321 | $49.1K | shares |
| KMBKIMBERLY-CLARK CORP | 374 | $49K | shares |
| SKYCHAMPION HOMES INC | 550 | $48.5K | shares |
| GSHDGOOSEHEAD INS INC | 446 | $47.8K | shares |
| DBRGDIGITALBRIDGE GROUP INC | 4,157 | $46.9K | shares |
| GILDGILEAD SCIENCES INC | 484 | $44.7K | shares |
| ARRARMOUR RESIDENTIAL REIT INC | 2,268 | $42.8K | shares |
| PANWPALO ALTO NETWORKS INC | 233 | $42.4K | shares |
| QYLDGLOBAL X FDS | 2,312 | $42.1K | shares |
| GLNGGOLAR LNG LTD | 986 | $41.7K | shares |
| YELPYELP INC | 1,043 | $40.4K | shares |
| CLFCLEVELAND-CLIFFS INC NEW | 4,114 | $38.7K | shares |
| ALGMALLEGRO MICROSYSTEMS INC | 1,747 | $38.2K | shares |
| PPGPPG INDS INC | 315 | $37.6K | shares |
| SNXTD SYNNEX CORPORATION | 317 | $37.2K | shares |
| CUZCOUSINS PPTYS INC | 1,206 | $37K | shares |
| SAPSAP SE | 137 | $33.7K | shares |
| CPRTCOPART INC | 580 | $33.3K | shares |
| BALLBALL CORP | 603 | $33.2K | shares |
| OKEONEOK INC NEW | 328 | $32.9K | shares |
| LAMRLAMAR ADVERTISING CO | 266 | $32.4K | shares |
| TRITHOMSON REUTERS CORP | 201 | $32.2K | shares |
| BFHBREAD FINANCIAL HOLDINGS INC | 502 | $30.7K | shares |
| TGTXTG THERAPEUTICS INC | 1,011 | $30.4K | shares |
| YUMCYUM CHINA HLDGS INC | 630 | $30.3K | shares |
| GRMNGARMIN LTD | 147 | $30.3K | shares |
| PPLIPEOPLE INC | 700 | $30.2K | shares |
| TROWPRICE T ROWE GROUP INC | 265 | $30K | shares |
| ETNEATON CORP PLC | 89 | $29.5K | shares |
| NTLAINTELLIA THERAPEUTICS INC | 2,496 | $29.1K | shares |
| FTSFORTIS INC | 696 | $28.9K | shares |
| LNTALLIANT ENERGY CORP | 489 | $28.9K | shares |
| MCOMOODYS CORP | 59 | $27.9K | shares |
| REGREGENCY CTRS CORP | 370 | $27.4K | shares |
| POSTPOST HLDGS INC | 226 | $25.9K | shares |
| DDDUPONT DE NEMOURS INC | 336 | $25.6K | shares |
| CMSCMS ENERGY CORP | 353 | $23.5K | shares |
| JKSJINKOSOLAR HLDG CO LTD | 942 | $23.5K | shares |
| PLNTPLANET FITNESS MASTER ISSUER | 222 | $21.9K | shares |
| CLDXCELLDEX THERAPEUTICS INC NEW | 865 | $21.9K | shares |
| IRTINDEPENDENCE RLTY TR INC | 1,046 | $20.8K | shares |
| HHYATT HOTELS CORP | 131 | $20.6K | shares |
| GDGENERAL DYNAMICS CORP | 77 | $20.3K | shares |
| WSMWILLIAMS SONOMA INC | 109 | $20.2K | shares |
| VMCVULCAN MATLS CO | 75 | $19.3K | shares |
| RIORIO TINTO PLC | 325 | $19.1K | shares |
| AGOASSURED GUARANTY LTD | 210 | $18.9K | shares |
| MASIMASIMO CORP | 113 | $18.7K | shares |
| BPOPPOPULAR INC | 196 | $18.4K | shares |
| CORCENCORA INC | 81 | $18.2K | shares |
| EGPEASTGROUP PPTYS INC | 110 | $17.7K | shares |
| CLSCELESTICA INC | 187 | $17.3K | shares |
| RBLXROBLOX CORP | 294 | $17K | shares |
| PPLPPL CORP | 523 | $17K | shares |
| AXONAXON ENTERPRISE INC | 28 | $16.6K | shares |
| KMIKINDER MORGAN INC DEL | 591 | $16.2K | shares |
| BOXBOX INC | 510 | $16.1K | shares |
| VIPER ENERGY INC-CL AVIPER ENERGY INC-CL A | 328 | $16.1K | shares |
| AZOAUTOZONE INC | 5 | $16K | shares |
| WHDCACTUS INC | 252 | $14.7K | shares |
| IBNICICI BK LTD | 485 | $14.5K | shares |
| MDGLMADRIGAL PHARMACEUTICALS INC | 46 | $14.2K | shares |
| ALSNALLISON TRANSMISSION HLDGS I | 130 | $14K | shares |
| AVTRAVANTOR INC | 644 | $13.6K | shares |
| KLICKULICKE & SOFFA INDS INC | 285 | $13.3K | shares |
| NKENIKE INC | 174 | $13.2K | shares |
| NSCNORFOLK SOUTHN CORP | 55 | $12.9K | shares |
| GEHCGE HEALTHCARE TECHNOLOGIES I | 159 | $12.4K | shares |
| AIGAMERICAN INTL GROUP INC | 168 | $12.2K | shares |
| ODFLOLD DOMINION FREIGHT LINE IN | 67 | $11.8K | shares |
| CNQCANADIAN NAT RES LTD MED TER | 381 | $11.8K | shares |
| CHDCHURCH & DWIGHT CO INC | 112 | $11.7K | shares |
| CATCATERPILLAR INC | 32 | $11.6K | shares |
| SPRINGWORKS THERAPEUTICS INCSPRINGWORKS THERAPEUTICS INC | 315 | $11.4K | shares |
| STLASTELLANTIS N.V | 833 | $10.9K | shares |
| HPQHP INC | 268 | $8.74K | shares |
| COSTCOSTCO WHOLESALE CORPORATION | 8 | $7.33K | shares |
| TRUTRANSUNION | 77 | $7.14K | shares |
| BHPBHP BILLITON LIMITED | 141 | $6.88K | shares |
| LVSLAS VEGAS SANDS CORP | 125 | $6.42K | shares |
| RBARB GLOBAL INC | 67 | $6.04K | shares |
| EXPEAGLE MATLS INC | 20 | $4.93K | shares |
| BMBLBUMBLE INC | 558 | $4.54K | shares |
| XPOXPO INC | 33 | $4.33K | shares |
| RTXRTX CORPORATION | 36 | $4.17K | shares |
| ABRARBOR REALTY TRUST INC | 271 | $3.75K | shares |
| MUMICRON TECHNOLOGY INC | 38 | $3.2K | shares |
| LNWOLIGHT & WONDER INC | 37 | $3.2K | shares |
| IDAIDACORP INC | 27 | $2.95K | shares |
| CHTRCHARTER COMMUNICATIONS INC | 7 | $2.4K | shares |
| TSTENARIS S A | 63 | $2.38K | shares |
| CONSOL ENERGY INC NEWCONSOL ENERGY INC NEW | 10 | $1.07K | shares |
| AGIOAGIOS PHARMACEUTICALS INC | 24 | $789 | shares |
| XRXXEROX HOLDINGS CORP | 52 | $438 | shares |
How Q1 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0002048423-25-000004 | superseded | 2025-05-08 | acceptance time not in the bulk data set | ||
| 13F-HR/A 0002048423-25-000006 | base | restatement | 2025-05-19 | acceptance time not in the bulk data set |