Bayforest Capital Ltd
Follow13F filer, CIK 2048423, LONDON, United Kingdom
Bayforest Capital Ltd reported $228,868,225 across 712 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-28. Its ten largest share positions make up 6.28% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002048423-25-000008
- Period
- 2025-06-30
- Reported value
- $229M
- Holdings
- 712
- Top 10 weight
- 6.28%
- New
- 227
- Sold out
- 227
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SCIadded | +17,458 | $1.42M |
| CHTRnew | +3,067 | $1.25M |
| HOGnew | +51,613 | $1.22M |
| FTInew | +34,463 | $1.19M |
| SMGnew | +17,537 | $1.16M |
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 |
|---|---|---|
| PLTRreduced | -16,403 | -$2.24M |
| BEexited | -104,540 | -$2.06M |
| MCreduced | -28,554 | -$1.78M |
| SIGreduced | -18,617 | -$1.48M |
| AGexited | -213,843 | -$1.43M |
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 Q2 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| BEBLOOM ENERGY CORP | 104,540 | $2.06M | shares |
| AGFIRST MAJESTIC SILVER CORP | 213,843 | $1.43M | shares |
| ACMRACM RESH INC | 52,804 | $1.23M | shares |
| HEHAWAIIAN ELEC INDS INC MTN B | 104,303 | $1.14M | shares |
| SONOSONOS INC | 107,003 | $1.14M | shares |
| JBTMJBT MAREL CORPORATION | 9,199 | $1.12M | shares |
| CVICVR ENERGY INC | 53,937 | $1.05M | shares |
| SGRYSURGERY PARTNERS INC | 42,803 | $1.02M | shares |
| TPHTRI POINTE HOMES INC | 30,660 | $979K | shares |
| YETIYETI HLDGS INC | 27,421 | $908K | shares |
| COMPCOMPASS INC | 101,909 | $890K | shares |
| FMCFMC CORP | 20,933 | $883K | shares |
| INSPINSPIRE MED SYS INC | 5,491 | $875K | shares |
| CNXCCONCENTRIX CORP | 14,619 | $813K | shares |
| VSXYVICTORIAS SECRET AND CO | 43,747 | $813K | shares |
| CORTCORCEPT THERAPEUTICS INC | 7,098 | $811K | shares |
| ENPHENPHASE ENERGY INC | 12,985 | $806K | shares |
| AMGAFFILIATED MANAGERS GROUP | 4,710 | $791K | shares |
| CNXCNX RES CORP | 23,899 | $752K | shares |
| MATMATTEL INC | 37,300 | $725K | shares |
| HSYHERSHEY CO | 4,220 | $722K | shares |
| CPTCAMDEN PPTY TR | 5,737 | $702K | shares |
| WSOWATSCO INC | 1,362 | $692K | shares |
| OSKOSHKOSH CORP | 7,338 | $690K | shares |
| CARAVIS BUDGET GROUP INC | 9,028 | $685K | shares |
| NORDSTROM INCNORDSTROM INC | 26,120 | $639K | shares |
| JACKJACK IN THE BOX INC | 22,717 | $618K | shares |
| CHECHEMED CORP NEW | 1,001 | $616K | shares |
| GLBEGLOBAL E ONLINE LTD | 17,152 | $611K | shares |
| BGBUNGE GLOBAL SA | 7,368 | $563K | shares |
| RYNRAYONIER INC | 20,021 | $558K | shares |
| NFENEW FORTRESS ENERGY INC | 66,321 | $551K | shares |
| WHRWHIRLPOOL CORP | 6,086 | $549K | shares |
| FCNFTI CONSULTING INC | 3,303 | $542K | shares |
| NWSANEWS CORP NEW | 18,925 | $515K | shares |
| IIPRINNOVATIVE INDL PPTYS INC | 9,064 | $490K | shares |
| SOFISOFI TECHNOLOGIES INC | 42,130 | $490K | shares |
| ORAORMAT TECHNOLOGIES INC | 6,773 | $479K | shares |
| MZTIMARZETTI COMPANY | 2,715 | $475K | shares |
| VFCV F CORP | 27,686 | $430K | shares |
| ROLROLLINS INC | 7,922 | $428K | shares |
| CRSPCRISPR THERAPEUTICS AG | 12,424 | $423K | shares |
| EAELECTRONIC ARTS INC | 2,908 | $420K | shares |
| UPSTUPSTART HLDGS INC | 9,081 | $418K | shares |
| MPTMEDICAL PROPERTIES TRUST INC | 69,175 | $417K | shares |
| EMNEASTMAN CHEM CO | 4,700 | $414K | shares |
| MURMURPHY OIL CORP | 14,514 | $412K | shares |
| VISNVISTANCE NETWORKS INC | 77,576 | $412K | shares |
| EMREMERSON ELEC CO | 3,744 | $410K | shares |
| GTGOODYEAR TIRE & RUBR CO | 44,100 | $407K | shares |
| LEVILEVI STRAUSS & CO NEW | 25,798 | $402K | shares |
| EVREVERCORE INC | 2,005 | $400K | shares |
| INTRA-CELLULAR THERAPIES INCINTRA-CELLULAR THERAPIES INC | 2,980 | $393K | shares |
| SNOWSNOWFLAKE INC | 2,649 | $387K | shares |
| EFOREVERFORTH INC | 6,124 | $386K | shares |
| ENVXENOVIX CORPORATION | 52,459 | $385K | shares |
| CABOCABLE ONE INC | 1,442 | $383K | shares |
| CALYCALLAWAY GOLF CO | 58,135 | $383K | shares |
| SOSOUTHERN CO | 4,078 | $375K | shares |
| HANESBRANDS INCHANESBRANDS INC | 64,345 | $371K | shares |
| MTCHMATCH GROUP INC NEW | 11,770 | $367K | shares |
| WYNNWYNN RESORTS LTD | 4,375 | $365K | shares |
| QCOMQUALCOMM INC | 2,350 | $361K | shares |
| MANMANPOWERGROUP INC WIS | 6,029 | $349K | shares |
| BAHBOOZ ALLEN HAMILTON HLDG COR | 3,319 | $347K | shares |
| CRNCCERENCE INC | 43,506 | $344K | shares |
| CBRLCRACKER BARREL OLD CTRY STOR | 8,798 | $342K | shares |
| TSNTYSON FOODS INC | 5,257 | $335K | shares |
| RAREULTRAGENYX PHARMACEUTICAL IN | 9,190 | $333K | shares |
| EMBJEMBRAER S.A. | 6,828 | $315K | shares |
| XIFRXPLR INFRASTRUCTURE LP | 32,579 | $310K | shares |
| ETRENTERGY CORP NEW | 3,525 | $301K | shares |
| FORMFORMFACTOR INC | 10,629 | $301K | shares |
| NSPINSPERITY INC | 3,351 | $299K | shares |
| SPXCSPX TECHNOLOGIES INC | 2,320 | $299K | shares |
| CYTKCYTOKINETICS INC | 7,372 | $296K | shares |
| PINSPINTEREST INC | 9,500 | $294K | shares |
| WWWWOLVERINE WORLD WIDE INC | 20,842 | $290K | shares |
| CHWYCHEWY INC | 8,632 | $281K | shares |
| TDGTRANSDIGM GROUP INC | 195 | $270K | shares |
| ALRMALARM COM HLDGS INC | 4,830 | $269K | shares |
| MAMASTERCARD INCORPORATED | 481 | $264K | shares |
| PRGOPERRIGO CO PLC | 8,759 | $246K | shares |
| ANAUTONATION INC | 1,494 | $242K | shares |
| CFRCULLEN FROST BANKERS INC | 1,927 | $241K | shares |
| RPMRPM INTL INC | 2,072 | $240K | shares |
| CHAMPIONX CORPORATIONCHAMPIONX CORPORATION | 7,827 | $233K | shares |
| SPHRSPHERE ENTERTAINMENT CO | 7,126 | $233K | shares |
| PRKSUNITED PARKS & RESORTS INC | 4,948 | $225K | shares |
| UMBFUMB FINL CORP | 2,217 | $224K | shares |
| COTYCOTY INC | 40,084 | $219K | shares |
| BLBLACKLINE INC | 4,277 | $207K | shares |
| DDSDILLARDS INC | 577 | $207K | shares |
| GNRCGENERAC HLDGS INC | 1,625 | $206K | shares |
| MGNIMAGNITE INC | 17,835 | $203K | shares |
| IQVIQVIA HLDGS INC | 1,151 | $203K | shares |
| FSKFS KKR CAP CORP | 9,585 | $201K | shares |
| KKELLANOVA | 2,292 | $189K | shares |
| WELLWELLTOWER INC | 1,226 | $188K | shares |
| GFSGLOBALFOUNDRIES INC | 4,883 | $180K | shares |
| WCCWESCO INTL INC | 1,136 | $176K | shares |
| OREALTY INCOME CORP | 3,039 | $176K | shares |
| LAZLAZARD INC | 3,967 | $172K | shares |
| SBUXSTARBUCKS CORP | 1,730 | $170K | shares |
| IRDMIRIDIUM COMMUNICATIONS INC | 6,202 | $169K | shares |
| AMKRAMKOR TECHNOLOGY INC | 9,338 | $169K | shares |
| HRLHORMEL FOODS CORP | 5,409 | $167K | shares |
| EQIXEQUINIX INC | 204 | $166K | shares |
| FNFFIDELITY NATL FINL INC | 2,535 | $165K | shares |
| VOYAVOYA FINANCIAL INC | 2,363 | $160K | shares |
| WTWWILLIS TOWERS WATSON PLC LTD | 465 | $157K | shares |
| AWKAMERICAN WTR WKS CO INC NEW | 1,056 | $156K | shares |
| KTOSKRATOS DEFENSE & SEC SOLUTIO | 5,203 | $154K | shares |
| TJXTJX COS INC NEW | 1,263 | $154K | shares |
| GXOGXO LOGISTICS INCORPORATED | 3,876 | $151K | shares |
| KSSKOHLS CORP | 18,452 | $151K | shares |
| HIMSHIMS & HERS HEALTH INC | 4,939 | $146K | shares |
| IPINTERNATIONAL PAPER CO | 2,487 | $133K | shares |
| RLIRLI CORP | 1,640 | $132K | shares |
| AOSSMITH A O CORP | 1,928 | $126K | shares |
| CBTCABOT CORP | 1,502 | $125K | shares |
| PIIMPINJ INC | 1,375 | $125K | shares |
| WMGWARNER MUSIC GROUP CORP | 3,517 | $110K | shares |
| AKAMAKAMAI TECHNOLOGIES INC | 1,343 | $108K | shares |
| AZTAAZENTA INC | 3,118 | $108K | shares |
| RKTROCKET COS INC | 8,506 | $103K | shares |
| NINISOURCE INC | 2,559 | $103K | shares |
| CTRACOTERRA ENERGY INC | 3,521 | $102K | shares |
| CMGCHIPOTLE MEXICAN GRILL INC | 1,989 | $99.9K | shares |
| VVVVALVOLINE INC | 2,793 | $97.2K | shares |
| FISVFISERV INC | 437 | $96.5K | shares |
| FNVFRANCO NEV CORP | 596 | $93.9K | shares |
| PNWPINNACLE WEST CAP CORP | 935 | $89.1K | shares |
| HTHTH WORLD GROUP LTD | 2,325 | $86K | shares |
| ALNYALNYLAM PHARMACEUTICALS INC | 306 | $82.6K | shares |
| HIWHIGHWOODS PPTYS INC | 2,765 | $82K | shares |
| HXLHEXCEL CORP NEW | 1,382 | $75.7K | shares |
| LOPEGRAND CANYON ED INC | 435 | $75.3K | shares |
| CROXCROCS INC | 704 | $74.8K | shares |
| HGVHILTON GRAND VACATIONS INC | 1,953 | $73.1K | shares |
| TAPMOLSON COORS BEVERAGE CO | 1,153 | $70.2K | shares |
| SouthState CorpSouthState Corp | 756 | $70.2K | shares |
| GAPGAP INC | 3,228 | $66.5K | shares |
| ANFABERCROMBIE & FITCH CO | 848 | $64.8K | shares |
| KMTKENNAMETAL INC | 3,007 | $64K | shares |
| ONONON HLDG AG | 1,446 | $63.5K | shares |
| FRFIRST INDL RLTY TR INC | 1,158 | $62.5K | shares |
| DASHDOORDASH INC | 331 | $60.5K | shares |
| UNPUNION PAC CORP | 244 | $57.6K | shares |
| TEVATEVA PHARMACEUTICAL INDS LTD | 3,723 | $57.2K | shares |
| LILI AUTO INC | 2,209 | $55.7K | shares |
| OXYOCCIDENTAL PETE CORP | 1,112 | $54.9K | shares |
| DISCOVER FINL SVCSDISCOVER FINL SVCS | 313 | $53.4K | shares |
| CVXCHEVRON CORPORATION | 316 | $52.9K | shares |
| CBCHUBB LIMITED | 172 | $51.9K | shares |
| ECLECOLAB INC | 200 | $50.7K | shares |
| QDELQUIDELORTHO CORP | 1,402 | $49K | shares |
| BOOTBOOT BARN HLDGS INC | 449 | $48.2K | shares |
| AROCARCHROCK INC | 1,784 | $46.8K | shares |
| CMACOMERICA INC | 743 | $43.9K | shares |
| MGMMGM RESORTS INTERNATIONAL | 1,457 | $43.2K | shares |
| BIOBIO RAD LABS INC | 171 | $41.6K | shares |
| LEGNLEGEND BIOTECH CORP | 1,227 | $41.6K | shares |
| MMSIMERIT MED SYS INC | 385 | $40.7K | shares |
| RGLDROYAL GOLD INC | 246 | $40.2K | shares |
| EXASEXACT SCIENCES CORP | 926 | $40.1K | shares |
| WKWORKIVA INC | 519 | $39.4K | shares |
| PCARPACCAR INC | 391 | $38.1K | shares |
| AREALEXANDRIA REAL ESTATE EQ IN | 402 | $37.2K | shares |
| HCAHCA HEALTHCARE INC | 106 | $36.6K | shares |
| CPACOPA HOLDINGS SA | 392 | $36.2K | shares |
| NCLHNORWEGIAN CRUISE LINE HLDGS | 1,867 | $35.4K | shares |
| DHID R HORTON INC | 251 | $31.9K | shares |
| POWIPOWER INTEGRATIONS INC | 631 | $31.9K | shares |
| AEPAMERICAN ELEC PWR CO INC | 285 | $31.1K | shares |
| CDWCDW CORP | 191 | $30.6K | shares |
| PEPPEPSICO INC | 201 | $30.1K | shares |
| CSGPCOSTAR GROUP INC | 369 | $29.2K | shares |
| NOCNORTHROP GRUMMAN CORP | 56 | $28.7K | shares |
| MSAMSA SAFETY INC | 175 | $25.7K | shares |
| CLHCLEAN HARBORS INC | 122 | $24K | shares |
| MSMORGAN STANLEY | 206 | $24K | shares |
| SYKSTRYKER CORPORATION | 59 | $22K | shares |
| VSTVISTRA CORP | 168 | $19.7K | shares |
| CCITIGROUP INC | 275 | $19.5K | shares |
| ENTGENTEGRIS INC | 218 | $19.1K | shares |
| AAPLAPPLE INC | 78 | $17.3K | shares |
| NLYANNALY CAPITAL MANAGEMENT IN | 805 | $16.4K | shares |
| BEACON ROOFING SUPPLY INCBEACON ROOFING SUPPLY INC | 130 | $16.1K | shares |
| CWHCAMPING WORLD HLDGS INC | 936 | $15.1K | shares |
| SITESITEONE LANDSCAPE SUPPLY INC | 122 | $14.8K | shares |
| EFXEQUIFAX INC | 58 | $14.1K | shares |
| CDPCOPT DEFENSE PROPERTIES | 493 | $13.4K | shares |
| BTIBRITISH AMERN TOB PLC | 320 | $13.2K | shares |
| BXPBXP INC | 193 | $13K | shares |
| SUISUN CMNTYS INC | 89 | $11.4K | shares |
| BPBP PLC | 321 | $10.8K | shares |
| GHGUARDANT HEALTH INC | 214 | $9.12K | shares |
| FNBF N B CORP | 654 | $8.8K | shares |
| AXSAXIS CAP HLDGS LTD | 87 | $8.72K | shares |
| LKQLKQ CORP | 188 | $8K | shares |
| VODVODAFONE GROUP PLC | 851 | $7.97K | shares |
| FRTFEDERAL RLTY INVT TR NEW | 81 | $7.92K | shares |
| CIVICIVITAS RESOURCES INC | 223 | $7.78K | shares |
| SLBSLB LIMITED | 185 | $7.73K | shares |
| AFLAFLAC INC | 60 | $6.67K | shares |
| JBLUJETBLUE AIRWAYS CORP | 1,202 | $5.79K | shares |
| BOHBANK OF HI CORP | 82 | $5.66K | shares |
| DHRDANAHER CORP DEL | 27 | $5.54K | shares |
| RELXRELX PLC | 105 | $5.29K | shares |
| BF-BBROWN FORMAN CORP | 143 | $4.85K | shares |
| BLDTOPBUILD COR | 15 | $4.57K | shares |
| AOSLALPHA & OMEGA SEMICONDUCTOR | 180 | $4.47K | shares |
| ARRYARRAY TECHNOLOGIES INC | 904 | $4.4K | shares |
| BKRBAKER HUGHES COMPANY | 100 | $4.39K | shares |
| MASMASCO CORP | 63 | $4.38K | shares |
| BERRY GLOBAL GROUP INCBERRY GLOBAL GROUP INC | 53 | $3.7K | shares |
| AONAON PLC | 8 | $3.19K | shares |
| EPRTESSENTIAL PPTYS RLTY TR INC | 93 | $3.04K | shares |
| ALGNALIGN TECHNOLOGY INC | 19 | $3.02K | shares |
| GFIGOLD FIELDS LTD | 104 | $2.3K | shares |
| UNILEVER PLCUNILEVER PLC | 38 | $2.26K | shares |
| TDYTELEDYNE TECHNOLOGIES INC | 3 | $1.49K | shares |
| MLMMARTIN MARIETTA MATLS INC | 3 | $1.43K | shares |
| DEODIAGEO PLC | 9 | $943 | shares |
| HSBCHSBC HLDGS PLC | 16 | $919 | shares |
| OLNOLIN CORP | 12 | $291 | shares |
How Q2 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 0002048423-25-000008 | base | 2025-07-28 | acceptance time not in the bulk data set |