Bayforest Capital Ltd
Follow13F filer, CIK 2048423, LONDON, United Kingdom
Bayforest Capital Ltd reported $89,305,335 across 879 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-15. Its ten largest share positions make up 5% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002048423-26-000003
- Period
- 2026-03-31
- Reported value
- $89.3M
- Holdings
- 879
- Top 10 weight
- 5%
- New
- 338
- Sold out
- 237
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| APGEnew | +6,063 | $510K |
| SNDKnew | +803 | $510K |
| PIPRnew | +5,796 | $444K |
| RUSHAnew | +6,689 | $442K |
| FSLYadded | +13,366 | $388K |
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 |
|---|---|---|
| MRNAreduced | -18,063 | -$918K |
| SWXexited | -11,103 | -$888K |
| NYTreduced | -9,698 | -$812K |
| ERICreduced | -68,325 | -$770K |
| SEDGreduced | -14,055 | -$718K |
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 879 share positions
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| SWXSOUTHWEST GAS HLDGS INC | 11,103 | $888K | shares |
| VALVALARIS LTD | 10,491 | $529K | shares |
| CALYCALLAWAY GOLF CO | 44,300 | $517K | shares |
| EXASEXACT SCIENCES CORP | 4,731 | $480K | shares |
| ACGLARCH CAP GROUP LTD | 4,662 | $447K | shares |
| FAFFIRST AMERN FINL CORP | 7,076 | $435K | shares |
| KRCKILROY REALTY CORP | 11,527 | $431K | shares |
| SNAPSNAP INC | 52,844 | $426K | shares |
| VCELVERICEL CORP | 11,608 | $418K | shares |
| EVRGEVERGY INC | 5,747 | $417K | shares |
| FCELFUELCELL ENERGY INC | 56,032 | $410K | shares |
| GSKGSK PLC | 8,204 | $402K | shares |
| SOSOUTHERN CO | 4,572 | $399K | shares |
| PRKSUNITED PARKS & RESORTS INC | 10,736 | $390K | shares |
| FRFIRST INDL RLTY TR INC | 6,662 | $382K | shares |
| IRDMIRIDIUM COMMUNICATIONS INC | 19,144 | $333K | shares |
| PLTRPALANTIR TECHNOLOGIES INC | 1,868 | $332K | shares |
| DQDAQO NEW ENERGY CORP | 11,231 | $331K | shares |
| MLIMUELLER INDS INC | 2,876 | $330K | shares |
| CSLCARLISLE COS INC | 1,028 | $329K | shares |
| UALUNITED AIRLS HLDGS INC | 2,916 | $326K | shares |
| JBTMJBT MAREL CORPORATION | 2,120 | $319K | shares |
| HTZHERTZ GLOBAL HLDGS INC | 60,680 | $312K | shares |
| STNESTONECO LTD | 21,009 | $311K | shares |
| REGNREGENERON PHARMACEUTICALS | 392 | $303K | shares |
| TTEKTETRA TECH INC NEW | 8,973 | $301K | shares |
| AMGNAMGEN INC | 919 | $301K | shares |
| WCCWESCO INTL INC | 1,214 | $297K | shares |
| FFORD MTR CO | 22,331 | $293K | shares |
| CIVICIVITAS RESOURCES INC | 10,633 | $288K | shares |
| GKOSGLAUKOS CORP | 2,499 | $282K | shares |
| GHCGRAHAM HLDGS CO | 256 | $281K | shares |
| AFRMAFFIRM HLDGS INC | 3,662 | $273K | shares |
| AXAXOS FINANCIAL INC | 3,154 | $272K | shares |
| VSTVISTRA CORP | 1,666 | $269K | shares |
| ADPAUTOMATIC DATA PROCESSING IN | 1,038 | $267K | shares |
| SMSM ENERGY COMPANY | 14,243 | $266K | shares |
| DOCNDIGITALOCEAN HLDGS INC | 5,461 | $263K | shares |
| PPCPILGRIMS PRIDE CORP | 6,516 | $254K | shares |
| CARAVIS BUDGET GROUP INC | 1,960 | $252K | shares |
| LXPLXP INDUSTRIAL TRUST | 5,012 | $248K | shares |
| STLDSTEEL DYNAMICS INC | 1,433 | $243K | shares |
| OUTOUTFRONT MEDIA INC | 9,799 | $236K | shares |
| EQNREQUINOR ASA | 9,763 | $231K | shares |
| CVICVR ENERGY INC | 9,055 | $230K | shares |
| SAMBOSTON BEER INC | 1,172 | $229K | shares |
| INSPINSPIRE MED SYS INC | 2,407 | $222K | shares |
| WTWWILLIS TOWERS WATSON PLC LTD | 663 | $218K | shares |
| NTRANATERA INC | 931 | $213K | shares |
| JBHTHUNT J B TRANS SVCS INC | 1,091 | $212K | shares |
| ZMZOOM COMMUNICATIONS INC | 2,416 | $208K | shares |
| CMACOMERICA INC | 2,396 | $208K | shares |
| FBPFIRST BANCORP CORPORATION | 9,981 | $207K | shares |
| ACIALBERTSONS COMPANIES INC | 11,993 | $206K | shares |
| LFUSLITTELFUSE INC | 808 | $204K | shares |
| CNRCORE NATURAL RESOURCES INC | 2,307 | $204K | shares |
| HAYWHAYWARD HLDGS INC | 13,200 | $204K | shares |
| OPENOPENDOOR TECHNOLOGIES INC | 34,715 | $202K | shares |
| VCVISTEON CORP | 2,084 | $198K | shares |
| MRVLMARVELL TECHNOLOGY INC | 2,304 | $196K | shares |
| SKYCHAMPION HOMES INC | 2,308 | $195K | shares |
| VRSNVERISIGN INC | 801 | $195K | shares |
| WTWISDOMTREE INC | 15,481 | $189K | shares |
| DLTRDOLLAR TREE INC | 1,518 | $187K | shares |
| LCIILCI INDS | 1,508 | $183K | shares |
| ASHASHLAND INC | 3,106 | $182K | shares |
| TRPTC ENERGY CORP | 3,242 | $178K | shares |
| ACLSAXCELIS TECHNOLOGIES INC | 2,193 | $176K | shares |
| ADNTADIENT PLC | 9,144 | $175K | shares |
| SGRYSURGERY PARTNERS INC | 11,169 | $173K | shares |
| EYENATIONAL VISION HLDGS INC | 6,682 | $173K | shares |
| WDFCWD 40 CO | 871 | $172K | shares |
| WWAYFAIR INC | 1,668 | $167K | shares |
| GGENPACT LIMITED | 3,512 | $164K | shares |
| SEICSEI INVTS CO | 1,995 | $164K | shares |
| GMABGENMAB A/S | 5,208 | $160K | shares |
| FYBRFRONTIER COMMUNICATIONS PARE | 4,115 | $157K | shares |
| BIIBBIOGEN INC | 887 | $156K | shares |
| BRSLBRIGHTSTAR LOTTERY PLC | 9,843 | $152K | shares |
| LWLAMB WESTON HLDGS INC | 3,616 | $151K | shares |
| ALKALASKA AIR GROUP INC | 2,983 | $150K | shares |
| COMPCOMPASS INC | 14,195 | $150K | shares |
| CBSHCOMMERCE BANCSHARES INC | 2,756 | $144K | shares |
| FCXFREEPORT MCMORAN INC | 2,787 | $142K | shares |
| TGTTARGET CORP | 1,433 | $140K | shares |
| CLFCLEVELAND-CLIFFS INC NEW | 10,427 | $138K | shares |
| ZTSZOETIS INC | 1,096 | $138K | shares |
| BHFBRIGHTHOUSE FINL INC | 2,122 | $137K | shares |
| STTSTATE STR CORP | 1,010 | $130K | shares |
| EGEVEREST GROUP LTD | 370 | $126K | shares |
| WBSWEBSTER FINL CORP | 1,952 | $123K | shares |
| AKAMAKAMAI TECHNOLOGIES INC | 1,407 | $123K | shares |
| FTVFORTIVE CORP | 2,216 | $122K | shares |
| CNKCINEMARK HLDGS INC | 5,202 | $121K | shares |
| QFINQFIN HOLDINGS INC | 6,268 | $121K | shares |
| FNFABRINET | 260 | $118K | shares |
| MATMATTEL INC | 5,943 | $118K | shares |
| SYYSYSCO CORP | 1,586 | $117K | shares |
| BCBRUNSWICK CORP | 1,573 | $117K | shares |
| AXPAMERICAN EXPRESS CO | 311 | $115K | shares |
| EXPOEXPONENT INC | 1,648 | $114K | shares |
| ITUBITAU UNIBANCO HLDG S A | 15,967 | $114K | shares |
| ERIEERIE INDTY CO | 396 | $114K | shares |
| WPMWHEATON PRECIOUS METALS CORP | 956 | $112K | shares |
| ADMARCHER DANIELS MIDLAND CO | 1,847 | $106K | shares |
| CADECADENCE BANK | 2,477 | $106K | shares |
| CITHE CIGNA GROUP | 382 | $105K | shares |
| RIOTRIOT PLATFORMS INC | 8,123 | $103K | shares |
| HOODROBINHOOD MKTS INC | 897 | $101K | shares |
| LLOEWS CORP | 963 | $101K | shares |
| NDAQNASDAQ INC | 1,039 | $101K | shares |
| ANFABERCROMBIE & FITCH CO | 792 | $99.7K | shares |
| CELHCELSIUS HLDGS INC | 2,146 | $98.2K | shares |
| GPNGLOBAL PMTS INC | 1,240 | $96K | shares |
| GOGROCERY OUTLET HLDG CORP | 9,465 | $95.6K | shares |
| OREALTY INCOME CORP | 1,682 | $94.8K | shares |
| OSKOSHKOSH CORP | 754 | $94.7K | shares |
| IBMINTERNATIONAL BUSINESS MACHS | 319 | $94.5K | shares |
| PZZAPAPA JOHNS INTL INC | 2,384 | $91.8K | shares |
| HAPNHAPPEN INC | 4,816 | $91.2K | shares |
| EDCONSOLIDATED EDISON INC | 915 | $90.9K | shares |
| KOCOCA COLA CO | 1,288 | $90K | shares |
| WMBWILLIAMS COS INC | 1,490 | $89.6K | shares |
| WIXWIX COM LTD | 846 | $87.9K | shares |
| USBUS BANCORP | 1,647 | $87.9K | shares |
| PAGPENSKE AUTOMOTIVE GRP INC | 545 | $86.3K | shares |
| SNOWSNOWFLAKE INC | 385 | $84.5K | shares |
| UPSUNITED PARCEL SVCS INC | 808 | $80.1K | shares |
| JAMFJAMF HOLDING CORP | 6,154 | $80.1K | shares |
| SAPSAP SE | 319 | $77.5K | shares |
| WSCWILLSCOT HLDGS CORP | 4,105 | $77.3K | shares |
| GATXGATX CORP | 455 | $77.2K | shares |
| COPCONOCOPHILLIPS | 820 | $76.8K | shares |
| QLYSQUALYS INC | 570 | $75.8K | shares |
| ZBHZIMMER BIOMET HOLDINGS INC | 834 | $75K | shares |
| LGNDLIGAND PHARMACEUTICALS INC | 385 | $72.8K | shares |
| EPAMEPAM SYS INC | 347 | $71.1K | shares |
| FNVFRANCO NEV CORP | 340 | $70.5K | shares |
| BAHBOOZ ALLEN HAMILTON HLDG COR | 826 | $69.7K | shares |
| WBDWARNER BROS DISCOVERY INC | 2,389 | $68.9K | shares |
| CRSPCRISPR THERAPEUTICS AG | 1,296 | $68K | shares |
| ARMKARAMARK | 1,839 | $67.8K | shares |
| WECWEC ENERGY GROUP INC | 631 | $66.5K | shares |
| PCARPACCAR INC | 607 | $66.5K | shares |
| LPXLOUISIANA PAC CORP | 806 | $65.1K | shares |
| HBANHUNTINGTON BANCSHARES INC | 3,683 | $63.9K | shares |
| PPLPPL CORP | 1,789 | $62.7K | shares |
| BSXBOSTON SCIENTIFIC CORP | 652 | $62.2K | shares |
| NSANATIONAL STORAGE AFFILIATES | 2,100 | $59.2K | shares |
| BKNGBOOKING HOLDINGS INC | 11 | $58.9K | shares |
| CVECENOVUS ENERGY INC | 3,440 | $58.2K | shares |
| GENGEN DIGITAL INC | 2,130 | $57.9K | shares |
| ISRGINTUITIVE SURGICAL INC | 102 | $57.8K | shares |
| RNRRENAISSANCERE HLDGS LTD | 203 | $57.1K | shares |
| CHDCHURCH & DWIGHT CO INC | 680 | $57K | shares |
| GISGENERAL MILLS INC | 1,209 | $56.2K | shares |
| ACVAACV AUCTIONS INC | 6,981 | $56K | shares |
| EPRTESSENTIAL PPTYS RLTY TR INC | 1,884 | $55.9K | shares |
| LYVLIVE NATION ENTERTAINMENT IN | 375 | $53.4K | shares |
| TGNATEGNA INC | 2,746 | $53.3K | shares |
| ASOACADEMY SPORTS & OUTDOORS IN | 1,019 | $50.9K | shares |
| AERAERCAP HOLDINGS NV | 340 | $48.9K | shares |
| DTEDTE ENERGY CO | 377 | $48.6K | shares |
| MORNMORNINGSTAR INC | 219 | $47.6K | shares |
| GFIGOLD FIELDS LTD | 1,086 | $47.4K | shares |
| CASYCASEYS GEN STORES INC | 85 | $47K | shares |
| FCNFTI CONSULTING INC | 258 | $44.1K | shares |
| CRMSALESFORCE INC | 162 | $42.9K | shares |
| WSOWATSCO INC | 127 | $42.8K | shares |
| CHHCHOICE HOTELS INTL INC | 444 | $42.3K | shares |
| HAEHAEMONETICS CORP MASS | 495 | $39.7K | shares |
| LUVSOUTHWEST AIRLS CO | 947 | $39.1K | shares |
| PBRPETROLEO BRASILEIRO S A | 3,259 | $38.6K | shares |
| LNTHLANTHEUS HLDGS INC | 578 | $38.5K | shares |
| PCHPOTLATCHDELTIC CORP | 954 | $38K | shares |
| GEOGEO GROUP INC | 2,312 | $37.3K | shares |
| ILMNILLUMINA INC | 276 | $36.2K | shares |
| INCYINCYTE CORP | 362 | $35.8K | shares |
| HMYHARMONY GOLD MNG LTD | 1,768 | $35.2K | shares |
| DINOHF SINCLAIR CORP | 712 | $32.8K | shares |
| MMM3M CO | 202 | $32.3K | shares |
| PTCPTC INC | 181 | $31.5K | shares |
| PBFPBF ENERGY INC | 1,029 | $27.9K | shares |
| MHKMOHAWK INDS INC | 243 | $26.6K | shares |
| FFIVF5 INC | 104 | $26.5K | shares |
| BPOPPOPULAR INC | 210 | $26.1K | shares |
| OMCOMNICOM GROUP INC | 317 | $25.6K | shares |
| UPSTUPSTART HLDGS INC | 562 | $24.6K | shares |
| PFSIPENNYMAC FINL SVCS INC NEW | 185 | $24.4K | shares |
| LKQLKQ CORP | 798 | $24.1K | shares |
| SUSUNCOR ENERGY INC NEW | 541 | $24K | shares |
| WFCWELLS FARGO & CO | 250 | $23.3K | shares |
| KDKYNDRYL HLDGS INC | 732 | $19.4K | shares |
| DANDANA INC | 784 | $18.6K | shares |
| BKRBAKER HUGHES COMPANY | 390 | $17.8K | shares |
| LAMRLAMAR ADVERTISING CO | 126 | $15.9K | shares |
| FHIFEDERATED HERMES INC | 277 | $14.4K | shares |
| RYTMRHYTHM PHARMACEUTICALS INC | 134 | $14.3K | shares |
| WHRWHIRLPOOL CORP | 182 | $13.1K | shares |
| FEFIRSTENERGY CORP | 293 | $13.1K | shares |
| NTESNETEASE COM INC | 87 | $12K | shares |
| ICUIICU MED INC | 70 | $9.99K | shares |
| COLDAMERICOLD REALTY TRUST INC | 641 | $8.24K | shares |
| ADTADT INC DEL | 1,017 | $8.21K | shares |
| MANMANPOWERGROUP INC WIS | 264 | $7.85K | shares |
| BPBP PLC | 202 | $7.01K | shares |
| BLDRBUILDERS FIRSTSOURCE INC | 58 | $5.97K | shares |
| CFGCITIZENS FINL GROUP INC | 102 | $5.96K | shares |
| TRMBTRIMBLE INC | 75 | $5.88K | shares |
| WMGWARNER MUSIC GROUP CORP | 182 | $5.58K | shares |
| ANAUTONATION INC | 19 | $3.92K | shares |
| KTOSKRATOS DEFENSE & SEC SOLUTIO | 49 | $3.72K | shares |
| COOCOOPER COS INC | 45 | $3.69K | shares |
| WATWATERS CORP | 9 | $3.42K | shares |
| FHNFIRST HORIZON CORPORATION | 139 | $3.32K | shares |
| RBLXROBLOX CORP | 40 | $3.24K | shares |
| JACKJACK IN THE BOX INC | 129 | $2.44K | shares |
| ALCALCON AG | 28 | $2.21K | shares |
| RBARB GLOBAL INC | 21 | $2.16K | shares |
| HRIHERC HLDGS INC | 14 | $2.08K | shares |
| JNJJOHNSON & JOHNSON | 8 | $1.66K | shares |
| TTWOTAKE-TWO INTERACTIVE SOFTWAR | 6 | $1.54K | shares |
| RRXREGAL REXNORD CORPORATION | 10 | $1.4K | shares |
| GFSGLOBALFOUNDRIES INC | 40 | $1.4K | shares |
| PLMRPALOMAR HLDGS INC | 8 | $1.08K | shares |
| SBHSALLY BEAUTY HLDGS INC | 72 | $1.03K | shares |
| BKUBANKUNITED INC | 21 | $936 | shares |
| BENFRANKLIN TEMPLETON INC | 29 | $693 | shares |
| EXREXTRA SPACE STORAGE INC | 5 | $651 | shares |
| RDNRADIAN GROUP INC | 15 | $540 | shares |
| SPSCSPS COMM INC | 6 | $535 | shares |
| TDYTELEDYNE TECHNOLOGIES INC | 1 | $511 | shares |
| HOGHARLEY DAVIDSON INC | 24 | $492 | shares |
| FNBF N B CORP | 21 | $359 | shares |
| SKTTANGER INC | 5 | $167 | shares |
| OPCHOPTION CARE HEALTH INC | 1 | $32 | shares |
| MLCOMELCO RESORTS AND ENTMNT LTD | 1 | $8 | shares |
How Q1 2026 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 0002048423-26-000003 | base | 2026-04-15 | acceptance time not in the bulk data set |