Bayforest Capital Ltd
Follow13F filer, CIK 2048423, LONDON, United Kingdom
Bayforest Capital Ltd reported $134,178,091 across 778 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-27. Its ten largest share positions make up 5.29% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002048423-26-000001
- Period
- 2025-12-31
- Reported value
- $134M
- Holdings
- 778
- Top 10 weight
- 5.29%
- New
- 274
- Sold out
- 213
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| FSLRnew | +2,652 | $693K |
| SONYnew | +26,850 | $687K |
| SWXadded | +7,099 | $568K |
| FSKnew | +36,060 | $534K |
| RIVNnew | +25,721 | $507K |
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 |
|---|---|---|
| DLTRreduced | -10,878 | -$1.34M |
| LRCXreduced | -6,678 | -$1.14M |
| HUMreduced | -4,170 | -$1.07M |
| JKHYreduced | -5,682 | -$1.04M |
| FTDRexited | -14,908 | -$1M |
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 778 share positions
Sold out in Q4 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| FTDRFRONTDOOR INC | 14,908 | $1M | shares |
| JBGSJBG SMITH PPTYS | 42,232 | $940K | shares |
| LNCLINCOLN NATL CORP IND | 21,976 | $886K | shares |
| BABOEING CO | 3,739 | $807K | shares |
| SPRSPIRIT AEROSYSTEMS HLDGS INC | 20,061 | $774K | shares |
| OLNOLIN CORP | 30,795 | $770K | shares |
| SUISUN CMNTYS INC | 5,946 | $767K | shares |
| AMANTERO MIDSTREAM CORP | 37,938 | $738K | shares |
| SFMSPROUTS FMRS MKT INC | 6,289 | $684K | shares |
| RSIRUSH STREET INTERACTIVE INC | 32,822 | $672K | shares |
| MQMARQETA INC | 124,493 | $657K | shares |
| CYTKCYTOKINETICS INC | 11,747 | $646K | shares |
| ARRYARRAY TECHNOLOGIES INC | 76,932 | $627K | shares |
| MDGLMADRIGAL PHARMACEUTICALS INC | 1,360 | $624K | shares |
| TSTENARIS S A | 17,375 | $622K | shares |
| LRNSTRIDE INC | 4,164 | $620K | shares |
| NEMNEWMONT CORP | 7,239 | $610K | shares |
| TRUPTRUPANION INC | 13,825 | $598K | shares |
| CNXCNX RES CORP | 18,024 | $579K | shares |
| ONCBEONE MEDICINES LTD | 1,630 | $555K | shares |
| PDPAGERDUTY INC | 33,423 | $552K | shares |
| EDUNEW ORIENTAL ED & TECHNOLOGY | 9,578 | $508K | shares |
| ELVELEVANCE HEALTH INC FORMERLY | 1,527 | $493K | shares |
| TREXTREX INC | 9,510 | $491K | shares |
| CNXCCONCENTRIX CORP | 10,371 | $479K | shares |
| JBLUJETBLUE AIRWAYS CORP | 96,640 | $475K | shares |
| ALBALBEMARLE CORP | 5,859 | $475K | shares |
| SPYSTATE STR SPDR S&P 500 ETF T | 711 | $474K | shares |
| APLSAPELLIS PHARMACEUTICALS INC | 20,853 | $472K | shares |
| SWKSSKYWORKS SOLUTIONS INC | 5,975 | $460K | shares |
| KRGKITE REALTY GROUP TRUST | 19,862 | $443K | shares |
| THGHANOVER INS GROUP INC | 2,434 | $442K | shares |
| DAYDAYFORCE INC | 6,199 | $427K | shares |
| HQYHEALTHEQUITY INC | 4,410 | $418K | shares |
| PTENPATTERSON-UTI ENERGY INC | 78,892 | $409K | shares |
| BMRNBIOMARIN PHARMACEUTICAL INC | 7,330 | $397K | shares |
| HALHALLIBURTON CO | 16,121 | $397K | shares |
| CWHCAMPING WORLD HLDGS INC | 25,074 | $396K | shares |
| DIODDIODES INC | 7,423 | $395K | shares |
| GRPNGROUPON INC | 16,753 | $391K | shares |
| PRPERMIAN RESOURCES CORP | 29,718 | $380K | shares |
| RRRRED ROCK RESORTS INC | 6,075 | $371K | shares |
| CALMCAL MAINE FOODS INC | 3,909 | $368K | shares |
| MTARCELORMITTAL SA LUXEMBOURG | 9,926 | $359K | shares |
| CALXCALIX INC | 5,808 | $356K | shares |
| MFCMANULIFE FINL CORP | 11,323 | $353K | shares |
| SDGRSCHRODINGER INC | 17,581 | $353K | shares |
| RVMDREVOLUTION MEDICINES INC | 7,417 | $346K | shares |
| FRTFEDERAL RLTY INVT TR NEW | 3,406 | $345K | shares |
| ALGMALLEGRO MICROSYSTEMS INC | 11,808 | $345K | shares |
| MMACYS INC | 19,001 | $341K | shares |
| TUTELUS CORPORATION | 21,002 | $331K | shares |
| KEYSKEYSIGHT TECHNOLOGIES INC | 1,886 | $330K | shares |
| PGRPROGRESSIVE CORP | 1,335 | $330K | shares |
| BMYBRISTOL-MYERS SQUIBB CO | 7,261 | $327K | shares |
| DALDELTA AIR LINES INC | 5,731 | $325K | shares |
| CSGPCOSTAR GROUP INC | 3,835 | $324K | shares |
| FUTUFUTU HLDGS LTD | 1,850 | $322K | shares |
| FERGFERGUSON ENTERPRISES INC | 1,425 | $320K | shares |
| APAMARTISAN PARTNERS ASSET MGMT | 7,346 | $319K | shares |
| MDUMDU RES GROUP INC | 17,838 | $318K | shares |
| SRSPIRE INC | 3,872 | $316K | shares |
| ROOTROOT INC | 3,513 | $314K | shares |
| ESEVERSOURCE ENERGY | 4,339 | $309K | shares |
| DGXQUEST DIAGNOSTICS INC | 1,619 | $309K | shares |
| EMBJEMBRAER S.A. | 4,922 | $298K | shares |
| JBLJABIL INC | 1,358 | $295K | shares |
| IFFINTERNATIONAL FLAVORS&FRAGRA | 4,731 | $291K | shares |
| ACMAECOM | 2,231 | $291K | shares |
| RVLVREVOLVE GROUP INC | 12,854 | $274K | shares |
| EOGEOG RES INC | 2,427 | $272K | shares |
| DVNDEVON ENERGY CORP NEW | 7,742 | $271K | shares |
| LECOLINCOLN ELEC HLDGS INC | 1,149 | $271K | shares |
| UNMUNUM GROUP | 3,422 | $266K | shares |
| VERINT SYS INCVERINT SYS INC | 12,952 | $262K | shares |
| CHWYCHEWY INC | 6,148 | $249K | shares |
| NWSANEWS CORP NEW | 8,073 | $248K | shares |
| CPRXCATALYST PHARMACEUTICALS INC | 12,091 | $238K | shares |
| UHSUNIVERSAL HLTH SVCS INC | 1,142 | $233K | shares |
| SCHWCHARLES SCHWAB CORP (THE) | 2,408 | $230K | shares |
| PREMIER INCPREMIER INC | 8,108 | $225K | shares |
| INTUINTUIT | 328 | $224K | shares |
| LXLEXINFINTECH HLDGS LTD | 41,558 | $222K | shares |
| SAICSCIENCE APPLICATIONS INTL CO | 2,156 | $214K | shares |
| ESABESAB CORPORATION | 1,876 | $210K | shares |
| WERNWERNER ENTERPRISES INC | 7,811 | $206K | shares |
| ALLALLSTATE CORP | 955 | $205K | shares |
| EEFTEURONET WORLDWIDE INC | 2,328 | $204K | shares |
| SMPLSIMPLY GOOD FOODS CO | 8,222 | $204K | shares |
| BZKANZHUN LIMITED | 8,387 | $196K | shares |
| NNNNNN REIT INC | 4,525 | $193K | shares |
| BNSBANK NOVA SCOTIA B C | 2,887 | $187K | shares |
| SRPTSAREPTA THERAPEUTICS INC | 9,674 | $186K | shares |
| SNVSYNOVUS FINANCIAL CORP | 3,750 | $184K | shares |
| RYAAYRYANAIR HOLDINGS PLC | 3,036 | $183K | shares |
| WMWASTE MGMT INC DEL | 826 | $182K | shares |
| VRSKVERISK ANALYTICS INC | 690 | $174K | shares |
| KTBKONTOOR BRANDS INC | 2,169 | $173K | shares |
| Vital Energy IncVital Energy Inc | 10,085 | $170K | shares |
| LXPLXP INDUSTRIAL TRUST | 18,660 | $167K | shares |
| UIUBIQUITI INC | 248 | $164K | shares |
| NTNXNUTANIX INC | 2,197 | $163K | shares |
| WELLWELLTOWER INC | 915 | $163K | shares |
| LOWLOWES COS INC | 647 | $163K | shares |
| SBSWSIBANYE STILLWATER LTD | 14,346 | $161K | shares |
| IVZINVESCO LTD | 6,996 | $160K | shares |
| POWIPOWER INTEGRATIONS INC | 3,834 | $154K | shares |
| TPLTEXAS PACIFIC LAND CORPORATI | 161 | $150K | shares |
| SKYWSKYWEST INC | 1,477 | $149K | shares |
| PPGPPG INDS INC | 1,410 | $148K | shares |
| GBCIGLACIER BANCORP INC NEW | 2,900 | $141K | shares |
| VOYAVOYA FINANCIAL INC | 1,876 | $140K | shares |
| THOTHOR INDS INC | 1,343 | $139K | shares |
| MRSHMARSH & MCLENNAN COS INC | 688 | $139K | shares |
| WTRGESSENTIAL UTILS INC | 3,412 | $136K | shares |
| ARANTERO RESOURCES CORP | 4,050 | $136K | shares |
| SANMSANMINA CORP | 1,112 | $128K | shares |
| DOCSDOXIMITY INC | 1,690 | $124K | shares |
| MSMMSC INDL DIRECT INC | 1,328 | $122K | shares |
| MAMASTERCARD INCORPORATED | 214 | $122K | shares |
| XPEVXPENG INC | 5,194 | $122K | shares |
| CTASCINTAS CORP | 581 | $119K | shares |
| AROCARCHROCK INC | 4,329 | $114K | shares |
| BEAMBEAM THERAPEUTICS INC | 4,682 | $114K | shares |
| VIRTVIRTU FINL INC | 3,190 | $113K | shares |
| HEIHEICO CORP NEW | 346 | $112K | shares |
| WRBBERKLEY W R CORP | 1,457 | $112K | shares |
| AMPAMERIPRISE FINL INC | 227 | $112K | shares |
| SBLKSTAR BULK CARRIERS CORP. | 5,980 | $111K | shares |
| BCEBCE INC | 4,664 | $109K | shares |
| GSHDGOOSEHEAD INS INC | 1,432 | $107K | shares |
| PENPENUMBRA INC | 417 | $106K | shares |
| RITMRITHM CAPITAL CORP | 9,242 | $105K | shares |
| HDHOME DEPOT INC | 257 | $104K | shares |
| CMGCHIPOTLE MEXICAN GRILL INC | 2,646 | $104K | shares |
| SLMSLM CORP | 3,564 | $98.7K | shares |
| RCLROYAL CARIBBEAN GROUP | 302 | $97.7K | shares |
| RMDRESMED INC | 350 | $95.8K | shares |
| ATOATMOS ENERGY CORP | 540 | $92.2K | shares |
| CAKECHEESECAKE FACTORY INC | 1,568 | $85.7K | shares |
| CTRACOTERRA ENERGY INC | 3,484 | $82.4K | shares |
| TXRHTEXAS ROADHOUSE INC | 495 | $82.2K | shares |
| ATRAPTARGROUP INC | 610 | $81.5K | shares |
| GHGUARDANT HEALTH INC | 1,250 | $78.1K | shares |
| CRKCOMSTOCK RES INC | 3,692 | $73.2K | shares |
| RNGRINGCENTRAL INC | 2,518 | $71.4K | shares |
| SHWSHERWIN WILLIAMS CO | 203 | $70.3K | shares |
| TWSTTWIST BIOSCIENCE CORP | 2,436 | $68.5K | shares |
| SMGSCOTTS MIRACLE-GRO CO | 1,203 | $68.5K | shares |
| DARDARLING INGREDIENTS INC | 2,160 | $66.7K | shares |
| MCHPMICROCHIP TECHNOLOGY INC. | 904 | $58.1K | shares |
| NSPINSPERITY INC | 1,178 | $58K | shares |
| AVAAVISTA CORP | 1,478 | $55.9K | shares |
| ALVAUTOLIV INC | 426 | $52.6K | shares |
| EXEEXPAND ENERGY CORPORATION | 461 | $49K | shares |
| LIVNLIVANOVA PLC | 918 | $48.1K | shares |
| UDRUDR INC | 1,272 | $47.4K | shares |
| CLHCLEAN HARBORS INC | 191 | $44.4K | shares |
| GTLBGITLAB INC | 957 | $43.1K | shares |
| AAPADVANCE AUTO PARTS INC | 680 | $41.8K | shares |
| PDDPDD HOLDINGS INC | 305 | $40.3K | shares |
| ADBEADOBE INC | 112 | $39.5K | shares |
| GLWCORNING INC | 478 | $39.2K | shares |
| VVVVALVOLINE INC | 1,086 | $39K | shares |
| VISNVISTANCE NETWORKS INC | 2,482 | $38.4K | shares |
| OSCROSCAR HEALTH INC | 1,814 | $34.3K | shares |
| JEFJEFFERIES FINANCIAL GROUP IN | 508 | $33.2K | shares |
| TDSTELEPHONE & DATA SYS INC | 846 | $33.2K | shares |
| JXNJACKSON FINANCIAL INC | 327 | $33.1K | shares |
| EHCENCOMPASS HEALTH CORP | 251 | $31.9K | shares |
| GLPIGAMING & LEISURE P | 676 | $31.5K | shares |
| KCKINGSOFT CLOUD HLDGS LTD | 1,989 | $29.7K | shares |
| MKSIMKS INC. | 228 | $28.2K | shares |
| PSAPUBLIC STORAGE | 90 | $26K | shares |
| LMNDLEMONADE INC | 465 | $24.9K | shares |
| FLGFLAGSTAR BANK NATIONAL ASSOC | 2,096 | $24.2K | shares |
| UNHUNITEDHEALTH GROUP INC | 68 | $23.5K | shares |
| SNNSMITH & NEPHEW PLC | 636 | $23.1K | shares |
| KRKROGER CO | 331 | $22.3K | shares |
| HANESBRANDS INCHANESBRANDS INC | 3,352 | $22.1K | shares |
| SBRASABRA HEALTH CARE REIT INC | 1,040 | $19.4K | shares |
| PHGKONINKLIJKE PHILIPS N V | 669 | $18.2K | shares |
| MNDYMONDAY COM LTD | 92 | $17.8K | shares |
| REXRREXFORD INDL RLTY INC | 433 | $17.8K | shares |
| NOCNORTHROP GRUMMAN CORP | 29 | $17.7K | shares |
| WTMWHITE MTNS INS GROUP LTD | 9 | $15K | shares |
| LPLALPL FINL HLDGS INC | 45 | $15K | shares |
| ALEALLETE INC | 218 | $14.5K | shares |
| MDTMEDTRONIC PLC | 145 | $13.8K | shares |
| CCSCENTURY COMMUNITIES INC | 202 | $12.8K | shares |
| INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS | 458 | $12.8K | shares |
| BLDTOPBUILD COR | 27 | $10.6K | shares |
| PEVERPURE INC | 116 | $9.72K | shares |
| BJBJS WHSL CLUB HLDGS INC | 98 | $9.14K | shares |
| DBDEUTSCHE BK AG | 253 | $8.96K | shares |
| LADLITHIA MTRS INC | 27 | $8.53K | shares |
| KGCKINROSS GOLD CORP | 310 | $7.7K | shares |
| CMCSACOMCAST CORP NEW | 224 | $7.04K | shares |
| DEDEERE & CO | 15 | $6.86K | shares |
| BWXTBWX TECHNOLOGIES INC | 34 | $6.27K | shares |
| FISVFISERV INC | 46 | $5.93K | shares |
| PATHUIPATH INC | 418 | $5.59K | shares |
| MSTRSTRATEGY INC | 16 | $5.16K | shares |
| RGLDROYAL GOLD INC | 24 | $4.81K | shares |
| NTLAINTELLIA THERAPEUTICS INC | 262 | $4.53K | shares |
| RACEFERRARI N V | 9 | $4.37K | shares |
| VODVODAFONE GROUP PLC | 286 | $3.32K | shares |
| CVSACOVISTA INC | 6 | $927 | shares |
| SLFSUN LIFE FINANCIAL INC. | 8 | $480 | shares |
| RXRXRECURSION PHARMACEUTICALS IN | 7 | $34 | shares |
| WGOWINNEBAGO INDS INC | 1 | $33 | shares |
| AZTAAZENTA INC | 1 | $29 | shares |
| BLMNBLOOMIN BRANDS INC | 2 | $14 | shares |
How Q4 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 0002048423-26-000001 | base | 2026-01-27 | acceptance time not in the bulk data set |