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

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CONSOLIDATED EDISON INC

ED|209115104

2469

Value:

$273.0M

PAN AMERICAN SILVER CORP

PAAS|697900108

10554(-3.6%)

Value:

$272.6M(+23.2%)

Celanese Corp

CE|150870103

4786

Value:

$271.7M

COMSTOCK RESOURCES INC

CRK|205768302

13304

Value:

$270.6M

TransDigm Group INC

TDG|893641100

195(+51.2%)

Value:

$269.7M(+65.0%)

AGREE REALTY CORP

ADC|008492100

3491

Value:

$269.5M

Alarm.com Holdings, Inc.

ALRM|011642105

4830(+351.4%)

Value:

$268.8M(+313.2%)

BIO-TECHNE Corp

TECH|09073M104

4572

Value:

$268.1M

ZEBRA TECHNOLOGIES CORP

ZBRA|989207105

938(+133.3%)

Value:

$265.0M(+70.7%)

BOYD GAMING CORP

BYD|103304101

4025(+47.8%)

Value:

$265.0M(+34.1%)

MGIC INVESTMENT CORP

MTG|552848103

10654(+95.8%)

Value:

$264.0M(+104.7%)

Mastercard Inc

MA|57636Q104

481(+107.3%)

Value:

$263.6M(+115.8%)

SANMINA CORP

SANM|801056102

3457(+228.9%)

Value:

$263.4M(+231.1%)

Coeur Mining, Inc.

CDE|192108504

44376(+2.0%)

Value:

$262.7M(+5.5%)

TC ENERGY CORP

TRP|87807B107

5537

Value:

$261.4M

DIODES INC /DEL/

DIOD|254543101

6029

Value:

$260.3M

Pure Storage, Inc.

PSTG|74624M102

5821

Value:

$257.7M

Morningstar, Inc.

MORN|617700109

855(+19.6%)

Value:

$256.4M(+6.5%)

ASBURY AUTOMOTIVE GROUP INC

ABG|043436104

1155(+7.7%)

Value:

$255.1M(-2.1%)

CF Industries Holdings, Inc.

CF|125269100

3223(+103.5%)

Value:

$251.9M(+86.4%)

Instrument	Shares		Other Manager	Value
Consolidated Edison Inc(EDcusip209115104)	2.5K	QoQ NEW(+2.5K) YoY-	All Managers (Combined)	$273.0K	QoQ NEW(+$273.0K) YoY-
Pan American Silver Corp(PAAScusip697900108)	10.6K	QoQ -3.57% (-391) YoY-	All Managers (Combined)	$272.6K	QoQ +23.18% (-$51.3K) YoY-
Celanese Corp(CEcusip150870103)	4.8K	QoQ NEW(+4.8K) YoY-	All Managers (Combined)	$271.7K	QoQ NEW(+$271.7K) YoY-
Comstock Resources Inc(CRKcusip205768302)	13.3K	QoQ NEW(+13.3K) YoY-	All Managers (Combined)	$270.6K	QoQ NEW(+$270.6K) YoY-
Transdigm Group Inc(TDGcusip893641100)	195	QoQ +51.16% (+66) YoY-	All Managers (Combined)	$269.7K	QoQ +65.00% (+$106.3K) YoY-
Agree Realty Corp(ADCcusip008492100)	3.5K	QoQ NEW(+3.5K) YoY-	All Managers (Combined)	$269.5K	QoQ NEW(+$269.5K) YoY-
Alarm.Com Holdings, Inc.(ALRMcusip011642105)	4.8K	QoQ +351.40% (+3.8K) YoY-	All Managers (Combined)	$268.8K	QoQ +313.16% (+$203.7K) YoY-
Bio-Techne Corp(TECHcusip09073M104)	4.6K	QoQ NEW(+4.6K) YoY-	All Managers (Combined)	$268.1K	QoQ NEW(+$268.1K) YoY-
Zebra Technologies Corp(ZBRAcusip989207105)	938	QoQ +133.33% (+536) YoY-	All Managers (Combined)	$265.0K	QoQ +70.70% (+$109.8K) YoY-
Boyd Gaming Corp(BYDcusip103304101)	4.0K	QoQ +47.81% (+1.3K) YoY-	All Managers (Combined)	$265.0K	QoQ +34.14% (+$67.4K) YoY-
Mgic Investment Corp(MTGcusip552848103)	10.7K	QoQ +95.84% (+5.2K) YoY-	All Managers (Combined)	$264.0K	QoQ +104.68% (+$135.0K) YoY-
Mastercard Inc(MAcusip57636Q104)	481	QoQ +107.32% (+249) YoY-	All Managers (Combined)	$263.6K	QoQ +115.81% (+$141.5K) YoY-
Sanmina Corp(SANMcusip801056102)	3.5K	QoQ +228.92% (+2.4K) YoY-	All Managers (Combined)	$263.4K	QoQ +231.14% (+$183.8K) YoY-
Coeur Mining, Inc.(CDEcusip192108504)	44.4K	QoQ +1.96% (+857) YoY-	All Managers (Combined)	$262.7K	QoQ +5.53% (+$13.8K) YoY-
Tc Energy Corp(TRPcusip87807B107)	5.5K	QoQ NEW(+5.5K) YoY-	All Managers (Combined)	$261.4K	QoQ NEW(+$261.4K) YoY-
Diodes Inc /Del/(DIODcusip254543101)	6.0K	QoQ NEW(+6.0K) YoY-	All Managers (Combined)	$260.3K	QoQ NEW(+$260.3K) YoY-
Pure Storage, Inc.(PSTGcusip74624M102)	5.8K	QoQ NEW(+5.8K) YoY-	All Managers (Combined)	$257.7K	QoQ NEW(+$257.7K) YoY-
Morningstar, Inc.(MORNcusip617700109)	855	QoQ +19.58% (+140) YoY-	All Managers (Combined)	$256.4K	QoQ +6.48% (+$15.6K) YoY-
Asbury Automotive Group Inc(ABGcusip043436104)	1.2K	QoQ +7.74% (-83) YoY-	All Managers (Combined)	$255.1K	QoQ -2.09% (-$5.5K) YoY-
Cf Industries Holdings, Inc.(CFcusip125269100)	3.2K	QoQ +103.47% (+1.6K) YoY-	All Managers (Combined)	$251.9K	QoQ +86.37% (+$116.7K) YoY-