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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HORMEL FOODS CORP /DE/

HRL|440452100

5409(+37.2%)

Value:

$167.4M(+35.4%)

EQUINIX INC

EQIX|29444U700

204

Value:

$166.3M

RHYTHM PHARMACEUTICALS, INC.

RYTM|76243J105

3134

Value:

$166.0M

Fidelity National Financial, Inc.

FNF|31620R303

2535(+29.7%)

Value:

$165.0M(+50.4%)

LOWES COMPANIES INC

LOW|548661107

699(-50.4%)

Value:

$163.0M(-53.1%)

Vertiv Holdings Co

VRT|92537N108

2237(+152.8%)

Value:

$161.5M(+60.6%)

Voya Financial, Inc.

VOYA|929089100

2363

Value:

$160.1M

INSULET CORP

PODD|45784P101

608(+106.8%)

Value:

$159.7M(+108.0%)

F5, INC.

FFIV|315616102

597(+71.1%)

Value:

$159.0M(+81.1%)

Simply Good Foods Co

SMPL|82900L102

4599(+13.8%)

Value:

$158.6M(+0.7%)

WILLIS TOWERS WATSON PLC

WTW|G96629103

465(+67.3%)

Value:

$157.1M(+80.5%)

CBRE GROUP, INC.

CBRE|12504L109

1199(+235.8%)

Value:

$156.8M(+234.5%)

American Water Works Company, Inc.

AWK|030420103

1056(+1720.7%)

Value:

$155.8M(+2057.6%)

Elevance Health, Inc.

ELV|036752103

356

Value:

$154.8M

KRATOS DEFENSE & SECURITY SOLUTIONS, INC.

KTOS|50077B207

5203

Value:

$154.5M

TJX COMPANIES INC /DE/

TJX|872540109

1263(+26.0%)

Value:

$153.8M(+27.1%)

GXO Logistics, Inc.

GXO|36262G101

3876

Value:

$151.5M

KOHLS Corp

KSS|500255104

18452

Value:

$150.9M

GENERAL ELECTRIC CO

GE|369604301

749(-35.5%)

Value:

$149.9M(-22.6%)

FREEPORT-MCMORAN INC

FCX|35671D857

3948(+35.3%)

Value:

$149.5M(+34.5%)

Instrument	Shares		Other Manager	Value
Hormel Foods Corp /De/(HRLcusip440452100)	5.4K	QoQ +37.24% (+1.5K) YoY-	All Managers (Combined)	$167.4K	QoQ +35.36% (+$43.7K) YoY-
Equinix Inc(EQIXcusip29444U700)	204	QoQ NEW(+204) YoY-	All Managers (Combined)	$166.3K	QoQ NEW(+$166.3K) YoY-
Rhythm Pharmaceuticals, Inc.(RYTMcusip76243J105)	3.1K	QoQ NEW(+3.1K) YoY-	All Managers (Combined)	$166.0K	QoQ NEW(+$166.0K) YoY-
Fidelity National Financial, Inc.(FNFcusip31620R303)	2.5K	QoQ +29.73% (+581) YoY-	All Managers (Combined)	$165.0K	QoQ +50.39% (+$55.3K) YoY-
Lowes Companies Inc(LOWcusip548661107)	699	QoQ -50.39% (-710) YoY-	All Managers (Combined)	$163.0K	QoQ -53.11% (-$184.7K) YoY-
Vertiv Holdings Co(VRTcusip92537N108)	2.2K	QoQ +152.76% (+1.4K) YoY-	All Managers (Combined)	$161.5K	QoQ +60.63% (+$61.0K) YoY-
Voya Financial, Inc.(VOYAcusip929089100)	2.4K	QoQ NEW(+2.4K) YoY-	All Managers (Combined)	$160.1K	QoQ NEW(+$160.1K) YoY-
Insulet Corp(PODDcusip45784P101)	608	QoQ +106.80% (+314) YoY-	All Managers (Combined)	$159.7K	QoQ +108.02% (+$82.9K) YoY-
F5, Inc.(FFIVcusip315616102)	597	QoQ +71.06% (+248) YoY-	All Managers (Combined)	$159.0K	QoQ +81.12% (+$71.2K) YoY-
Simply Good Foods Co(SMPLcusip82900L102)	4.6K	QoQ +13.78% (+557) YoY-	All Managers (Combined)	$158.6K	QoQ +0.67% (+$1.1K) YoY-
Willis Towers Watson Plc(WTWcusipG96629103)	465	QoQ +67.26% (+187) YoY-	All Managers (Combined)	$157.1K	QoQ +80.46% (+$70.1K) YoY-
Cbre Group, Inc.(CBREcusip12504L109)	1.2K	QoQ +235.85% (+842) YoY-	All Managers (Combined)	$156.8K	QoQ +234.54% (+$109.9K) YoY-
American Water Works Company, Inc.(AWKcusip030420103)	1.1K	QoQ +1720.68% (+998) YoY-	All Managers (Combined)	$155.8K	QoQ +2057.63% (+$148.6K) YoY-
Elevance Health, Inc.(ELVcusip036752103)	356	QoQ NEW(+356) YoY-	All Managers (Combined)	$154.8K	QoQ NEW(+$154.8K) YoY-
Kratos Defense & Security Solutions, Inc.(KTOScusip50077B207)	5.2K	QoQ NEW(+5.2K) YoY-	All Managers (Combined)	$154.5K	QoQ NEW(+$154.5K) YoY-
Tjx Companies Inc /De/(TJXcusip872540109)	1.3K	QoQ +26.04% (+261) YoY-	All Managers (Combined)	$153.8K	QoQ +27.08% (+$32.8K) YoY-
Gxo Logistics, Inc.(GXOcusip36262G101)	3.9K	QoQ NEW(+3.9K) YoY-	All Managers (Combined)	$151.5K	QoQ NEW(+$151.5K) YoY-
Kohls Corp(KSScusip500255104)	18.5K	QoQ NEW(+18.5K) YoY-	All Managers (Combined)	$150.9K	QoQ NEW(+$150.9K) YoY-
General Electric Co(GEcusip369604301)	749	QoQ -35.48% (-412) YoY-	All Managers (Combined)	$149.9K	QoQ -22.58% (-$43.7K) YoY-
Freeport-Mcmoran Inc(FCXcusip35671D857)	3.9K	QoQ +35.29% (+1.0K) YoY-	All Managers (Combined)	$149.5K	QoQ +34.51% (+$38.4K) YoY-