Bayforest Capital Ltd

Filing Details

13F-HR/A • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-19
Total Holdings: 712
Total Value: 229593590
Accession Number: 0002048423-25-000006
Form Type: 13F-HR/A
CIK: 0002048423
Manager Name: Bayforest Capital Ltd

Data Enrichment

99% identified

702 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

712 positions • $229,593.59K total value

712 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 11 of 36

Sort by:

MEDICAL PROPERTIES TRUST INC

MPW|58463J304

69175

Value:

$417.1M

ITRON, INC.

ITRI|465741106

3980(+43.9%)

Value:

$416.9M(+38.9%)

COMMERCIAL METALS Co

CMC|201723103

9052(+94.9%)

Value:

$416.5M(+80.8%)

Evergy, Inc.

EVRG|30034W106

6027(+90.1%)

Value:

$415.6M(+112.9%)

PTC THERAPEUTICS, INC.

PTCT|69366J200

8153

Value:

$415.5M

MOLINA HEALTHCARE, INC.

MOH|60855R100

1260(+54.0%)

Value:

$415.0M(+74.3%)

EASTMAN CHEMICAL CO

EMN|277432100

4700(+1282.3%)

Value:

$414.1M(+1233.8%)

Century Communities, Inc.

CCS|156504300

6167

Value:

$413.8M

KILROY REALTY CORP

KRC|49427F108

12586

Value:

$412.3M

MURPHY OIL CORP

MUR|626717102

14514(+4974.8%)

Value:

$412.2M(+4663.1%)

CommScope Holding Company, Inc.

COMM|20337X109

77576

Value:

$411.9M

EMERSON ELECTRIC CO

EMR|291011104

3744(+2115.4%)

Value:

$410.5M(+1860.0%)

TWILIO INC

TWLO|90138F102

4175(+160.0%)

Value:

$408.8M(+135.5%)

GOODYEAR TIRE & RUBBER CO /OH/

GT|382550101

44100

Value:

$407.5M

Confluent, Inc.

CFLT|20717M103

17273(+184.9%)

Value:

$404.9M(+138.9%)

VAIL RESORTS INC

MTN|91879Q109

2525

Value:

$404.1M

NOVAVAX INC

NVAX|670002401

62983

Value:

$403.7M

LEVI STRAUSS & CO

LEVI|52736R102

25798

Value:

$402.2M

Evercore Inc.

EVR|29977A105

2005

Value:

$400.4M

Datadog, Inc.

DDOG|23804L103

4027(+299.9%)

Value:

$399.5M(+177.7%)

Instrument	Shares		Other Manager	Value
Medical Properties Trust Inc(MPWcusip58463J304)	69.2K	QoQ NEW(+69.2K) YoY-	All Managers (Combined)	$417.1K	QoQ NEW(+$417.1K) YoY-
Itron, Inc.(ITRIcusip465741106)	4.0K	QoQ +43.94% (+1.2K) YoY-	All Managers (Combined)	$416.9K	QoQ +38.87% (+$116.7K) YoY-
Commercial Metals Co(CMCcusip201723103)	9.1K	QoQ +94.87% (+4.4K) YoY-	All Managers (Combined)	$416.5K	QoQ +80.77% (+$186.1K) YoY-
Evergy, Inc.(EVRGcusip30034W106)	6.0K	QoQ +90.06% (+2.9K) YoY-	All Managers (Combined)	$415.6K	QoQ +112.91% (+$220.4K) YoY-
Ptc Therapeutics, Inc.(PTCTcusip69366J200)	8.2K	QoQ NEW(+8.2K) YoY-	All Managers (Combined)	$415.5K	QoQ NEW(+$415.5K) YoY-
Molina Healthcare, Inc.(MOHcusip60855R100)	1.3K	QoQ +54.03% (+442) YoY-	All Managers (Combined)	$415.0K	QoQ +74.32% (+$177.0K) YoY-
Eastman Chemical Co(EMNcusip277432100)	4.7K	QoQ +1282.35% (+4.4K) YoY-	All Managers (Combined)	$414.1K	QoQ +1233.75% (+$383.1K) YoY-
Century Communities, Inc.(CCScusip156504300)	6.2K	QoQ NEW(+6.2K) YoY-	All Managers (Combined)	$413.8K	QoQ NEW(+$413.8K) YoY-
Kilroy Realty Corp(KRCcusip49427F108)	12.6K	QoQ NEW(+12.6K) YoY-	All Managers (Combined)	$412.3K	QoQ NEW(+$412.3K) YoY-
Murphy Oil Corp(MURcusip626717102)	14.5K	QoQ +4974.82% (+14.2K) YoY-	All Managers (Combined)	$412.2K	QoQ +4663.09% (+$403.5K) YoY-
Commscope Holding Company, Inc.(COMMcusip20337X109)	77.6K	QoQ NEW(+77.6K) YoY-	All Managers (Combined)	$411.9K	QoQ NEW(+$411.9K) YoY-
Emerson Electric Co(EMRcusip291011104)	3.7K	QoQ +2115.38% (+3.6K) YoY-	All Managers (Combined)	$410.5K	QoQ +1859.95% (+$389.5K) YoY-
Twilio Inc(TWLOcusip90138F102)	4.2K	QoQ +159.96% (+2.6K) YoY-	All Managers (Combined)	$408.8K	QoQ +135.50% (+$235.2K) YoY-
Goodyear Tire & Rubber Co /Oh/(GTcusip382550101)	44.1K	QoQ NEW(+44.1K) YoY-	All Managers (Combined)	$407.5K	QoQ NEW(+$407.5K) YoY-
Confluent, Inc.(CFLTcusip20717M103)	17.3K	QoQ +184.93% (+11.2K) YoY-	All Managers (Combined)	$404.9K	QoQ +138.87% (+$235.4K) YoY-
Vail Resorts Inc(MTNcusip91879Q109)	2.5K	QoQ NEW(+2.5K) YoY-	All Managers (Combined)	$404.1K	QoQ NEW(+$404.1K) YoY-
Novavax Inc(NVAXcusip670002401)	63.0K	QoQ NEW(+63.0K) YoY-	All Managers (Combined)	$403.7K	QoQ NEW(+$403.7K) YoY-
Levi Strauss & Co(LEVIcusip52736R102)	25.8K	QoQ NEW(+25.8K) YoY-	All Managers (Combined)	$402.2K	QoQ NEW(+$402.2K) YoY-
Evercore Inc.(EVRcusip29977A105)	2.0K	QoQ NEW(+2.0K) YoY-	All Managers (Combined)	$400.4K	QoQ NEW(+$400.4K) YoY-
Datadog, Inc.(DDOGcusip23804L103)	4.0K	QoQ +299.90% (+3.0K) YoY-	All Managers (Combined)	$399.5K	QoQ +177.65% (+$255.6K) YoY-