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Bridgefront Capital, LLC

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13F filer, CIK 1725690, AUSTIN, TX

Bridgefront Capital, LLC reported $402,320,777 across 503 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 8.58% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-001088

Period
2026-03-31
Reported value
$402M
Holdings
503
Top 10 weight
8.58%
New
316
Sold out
305

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TTWOnew+21,658$4.28M
TPGnew+94,752$3.84M
OVVnew+58,058$3.45M
KMBnew+35,582$3.43M
CLXnew+32,222$3.34M

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
ELFexited-59,427-$4.52M
MCDexited-12,271-$3.75M
MSFTreduced-9,715-$3.6M
GISexited-74,236-$3.45M
MDBexited-7,839-$3.29M

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, Q1 2026

Share positions as resolved from 13F-HR 0001420506-26-001088, largest first. % of portfolio is the value over $402,320,777, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VIRVIR BIOTECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,205 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,427 shares 10,427$93.4K0.02%newTimeline
WVEWAVE LIFE SCIENCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,146 shares 12,146$88.1K0.02%newTimeline
GOGROCERY OUTLET HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,907 shares; 2024Q4: 28,504 shares; 2025Q1: 47,742 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,156 shares; 2026Q1: 10,116 shares 10,116$71.3K0.02%-3,040Timeline

Sold out in Q1 2026

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

The largest 100 of 305. All 305

SecurityShares beforeValue beforeType
ELFE L F BEAUTY INC59,427$4.52Mshares
MCDMCDONALDS CORP12,271$3.75Mshares
GISGENERAL MILLS INC74,236$3.45Mshares
MDBMONGODB INC7,839$3.29Mshares
MRSHMARSH & MCLENNAN COS INC16,070$2.98Mshares
MNSTMONSTER BEVERAGE CORP NEW38,176$2.93Mshares
PFEPFIZER INC114,653$2.85Mshares
SUISUN CMNTYS INC22,469$2.78Mshares
BLDRBUILDERS FIRSTSOURCE INC26,429$2.72Mshares
PRGOPERRIGO CO PLC186,659$2.6Mshares
AHRAMERICAN HEALTHCARE REIT INC53,740$2.53Mshares
HOGHARLEY DAVIDSON INC113,064$2.32Mshares
MKTXMARKETAXESS HLDGS INC12,659$2.29Mshares
MSIMOTOROLA SOLUTIONS INC5,967$2.29Mshares
PBHPRESTIGE CONSMR HEALTHCARE I36,123$2.23Mshares
TELTE CONNECTIVITY PLC9,561$2.18Mshares
ENRENERGIZER HLDGS INC106,575$2.12Mshares
OKTAOKTA INC24,326$2.1Mshares
WECWEC ENERGY GROUP INC17,806$1.88Mshares
PRUPRUDENTIAL FINL INC16,278$1.84Mshares
FERGFERGUSON ENTERPRISES INC8,091$1.8Mshares
OTISOTIS WORLDWIDE CORP20,551$1.8Mshares
DUOLDUOLINGO INC9,818$1.72Mshares
CRDOCREDO TECHNOLOGY GROUP HOLDI11,907$1.71Mshares
MCOMOODYS CORP3,256$1.66Mshares
GDDYGODADDY INC13,249$1.64Mshares
CMICUMMINS INC3,170$1.62Mshares
HCAHCA HEALTHCARE INC3,349$1.56Mshares
SWKSSKYWORKS SOLUTIONS INC24,212$1.54Mshares
ETNEATON CORP PLC4,817$1.53Mshares
REYNREYNOLDS CONSUMER PRODS INC66,741$1.53Mshares
CCLCARNIVAL CORP49,818$1.52Mshares
CAGCONAGRA BRANDS INC87,788$1.52Mshares
MSMORGAN STANLEY8,559$1.52Mshares
ARANTERO RESOURCES CORP44,030$1.52Mshares
GLOBGLOBANT S A22,779$1.49Mshares
ACLSAXCELIS TECHNOLOGIES INC17,765$1.43Mshares
PLTRPALANTIR TECHNOLOGIES INC7,929$1.41Mshares
CUBECUBESMART37,432$1.35Mshares
DDOGDATADOG INC9,822$1.34Mshares
ZBRAZEBRA TECHNOLOGIES CORPORATI5,242$1.27Mshares
PCGPG&E CORP78,325$1.26Mshares
DELLDELL TECHNOLOGIES INC9,896$1.25Mshares
CTVACORTEVA INC18,403$1.23Mshares
UPSUNITED PARCEL SVCS INC12,304$1.22Mshares
AKAMAKAMAI TECHNOLOGIES INC13,914$1.21Mshares
LVSLAS VEGAS SANDS CORP18,249$1.19Mshares
FORMFORMFACTOR INC21,280$1.19Mshares
CSXCSX CORP32,480$1.18Mshares
APTVAPTIV PLC15,232$1.16Mshares
KHCKRAFT HEINZ CO46,826$1.14Mshares
CPNGCOUPANG INC47,735$1.13Mshares
GFSGLOBALFOUNDRIES INC32,200$1.12Mshares
CRSCARPENTER TECHNOLOGY CORP3,539$1.11Mshares
ARMARM HOLDINGS PLC10,125$1.11Mshares
CALYCALLAWAY GOLF CO94,036$1.1Mshares
MPWRMONOLITHIC PWR SYS INC1,205$1.09Mshares
CPBTHE CAMPBELLS COMPANY39,116$1.09Mshares
CVXCHEVRON CORPORATION7,136$1.09Mshares
VIAVVIAVI SOLUTIONS INC60,605$1.08Mshares
PFGCPERFORMANCE FOOD GROUP CO11,873$1.07Mshares
HUNHUNTSMAN CORP106,580$1.07Mshares
ICEINTERCONTINENTAL EXCHANGE IN6,531$1.06Mshares
DRSLEONARDO DRS INC30,687$1.05Mshares
EHCENCOMPASS HEALTH CORP9,770$1.04Mshares
AALAMERICAN AIRLINES GROUP INC65,901$1.01Mshares
CAHCARDINAL HEALTH INC4,835$994Kshares
IFFINTERNATIONAL FLAVORS&FRAGRA14,133$952Kshares
GMEDGLOBUS MED INC10,778$941Kshares
SSENTINELONE INC62,682$940Kshares
CPRTCOPART INC23,488$920Kshares
CACICACI INTL INC1,723$918Kshares
KDPKEURIG DR PEPPER INC32,057$898Kshares
FISVFISERV INC12,733$855Kshares
BALLBALL CORP16,076$852Kshares
FLUTFLUTTER ENTMT PLC3,955$850Kshares
ENSENERSYS5,788$849Kshares
CARRCARRIER GLOBAL CORPORATION16,037$847Kshares
AONAON PLC2,401$847Kshares
DPZDOMINOS PIZZA INC2,009$837Kshares
WINGWINGSTOP INC3,448$822Kshares
TSTENARIS S A21,106$812Kshares
SMCISUPER MICRO COMPUTER INC27,366$801Kshares
XRAYDENTSPLY SIRONA INC69,506$794Kshares
KGCKINROSS GOLD CORP27,994$788Kshares
TCOMTRIP COM GROUP LTD10,903$784Kshares
VNOVORNADO RLTY TR23,486$782Kshares
JBLJABIL INC3,386$772Kshares
URIUNITED RENTALS INC947$766Kshares
ALGMALLEGRO MICROSYSTEMS INC28,801$760Kshares
KKRKKR & CO INC5,915$754Kshares
PAYXPAYCHEX INC6,712$753Kshares
KOCOCA COLA CO10,768$753Kshares
CTASCINTAS CORP3,934$740Kshares
JNJJOHNSON & JOHNSON3,561$737Kshares
COHUCOHU INC31,501$733Kshares
FSLYFASTLY INC70,822$721Kshares
AAALCOA CORP13,501$717Kshares
FLRFLUOR CORP18,052$715Kshares
MMM3M CO4,428$709Kshares

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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-26-001088 base2026-05-15acceptance time not in the bulk data set