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Bayhunt Capital LLC

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13F filer, CIK 2058173, MILL VALLEY, CA

Bayhunt Capital LLC reported $77,096,493 across 23 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 64.57% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-010165

Period
2026-06-30
Reported value
$77.1M
Holdings
23
Top 10 weight
64.57%
New
9
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMHnew+201,838$6.48M
MACnew+239,064$4.41M
VTRadded+42,324$3.28M
LENnew+29,936$3.08M
DEInew+241,209$2.65M

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

SecurityShares changeApprox. value
UDRreduced-172,071-$6.31M
VMRKreduced-92,031-$5.8M
UEreduced-289,702-$5.56M
WELLreduced-28,668-$5.32M
BRXreduced-155,657-$4.08M

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.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001214659-26-010165, largest first. % of portfolio is the value over $77,096,493, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AHRAMERICAN HEALTHCARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 221,399 shares; 2026Q1: 217,418 shares; 2026Q2: 150,189 shares 150,189$7.07M9.17%-67,229Timeline
AMHAMERICAN HOMES 4 RENTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 461,741 shares; 2026Q1: not reported; 2026Q2: 201,838 shares 201,838$6.48M8.4%newTimeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 161,392 shares; 2026Q1: 35,100 shares; 2026Q2: 77,424 shares 77,424$5.99M7.77%+42,324Timeline
BRXBRIXMOR PPTY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 564,195 shares; 2026Q1: 376,893 shares; 2026Q2: 221,236 shares 221,236$5.8M7.52%-155,657Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 57,671 shares; 2026Q2: 29,003 shares 29,003$5.38M6.98%-28,668Timeline
STAGSTAG INDUSTRIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 280,810 shares; 2026Q1: 159,811 shares; 2026Q2: 121,296 shares 121,296$4.46M5.78%-38,515Timeline
MACMACERICH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 239,064 shares 239,064$4.41M5.72%newTimeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 112,504 shares; 2026Q1: 29,023 shares; 2026Q2: 31,894 shares 31,894$4.15M5.39%+2,871Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,936 shares 29,936$3.08M3.99%newTimeline
UEURBAN EDGE PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 543,495 shares; 2026Q1: 443,892 shares; 2026Q2: 154,190 shares 154,190$2.96M3.84%-289,702Timeline
COLDAMERICOLD REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 654,702 shares; 2026Q1: 384,593 shares; 2026Q2: 229,378 shares 229,378$2.95M3.83%-155,215Timeline
KRCKILROY REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 106,892 shares; 2026Q2: 75,646 shares 75,646$2.83M3.67%-31,246Timeline
DEIDOUGLAS EMMETT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 365,026 shares; 2026Q1: not reported; 2026Q2: 241,209 shares 241,209$2.65M3.44%newTimeline
HIWHIGHWOODS PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 508,311 shares; 2026Q1: 171,950 shares; 2026Q2: 99,315 shares 99,315$2.56M3.33%-72,635Timeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 140,428 shares; 2026Q1: 66,932 shares; 2026Q2: 50,612 shares 50,612$2.48M3.21%-16,320Timeline
CCSCENTURY COMMUNITIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,817 shares 39,817$2.36M3.07%newTimeline
MTHMERITAGE HOMES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 120,397 shares; 2026Q1: not reported; 2026Q2: 33,963 shares 33,963$2.23M2.9%newTimeline
UDRUDR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 221,582 shares; 2026Q2: 49,511 shares 49,511$1.82M2.36%-172,071Timeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 120,778 shares; 2026Q2: 28,747 shares 28,747$1.81M2.35%-92,031Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,644 shares 11,644$1.8M2.34%newTimeline
EPRTESSENTIAL PPTYS RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 152,707 shares; 2026Q2: 57,279 shares 57,279$1.7M2.2%-95,428Timeline
MHOM/I HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,640 shares 11,640$1.49M1.93%newTimeline
FRFIRST INDL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,970 shares 10,970$628K0.81%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CUBECUBESMART109,958$3.96Mshares
CDPCOPT DEFENSE PROPERTIES129,584$3.6Mshares
EGPEASTGROUP PPTYS INC17,519$3.12Mshares
SPGSIMON PPTY GROUP INC NEW15,696$2.91Mshares
PHMPULTE GROUP INC15,127$1.77Mshares
TMHCTAYLOR MORRISON HOME CORP26,674$1.57Mshares

How Q2 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-26-010165 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001214659-26-010165 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001214659-26-006311 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001214659-26-000779 Quarter ended 2025-12-312026-01-23acceptance time not in the bulk data set