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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First American Financial Corp

FAF|31847R102

10980

Value:

$720.6M

Macy's, Inc.

M|55616P104

57345

Value:

$720.3M

VISTEON CORP

VC|92839U206

9171

Value:

$711.9M

SELECTIVE INSURANCE GROUP INC

SIGI|816300107

7672

Value:

$702.3M

CAMDEN PROPERTY TRUST

CPT|133131102

5737(+114.0%)

Value:

$701.6M(+125.5%)

Capri Holdings Ltd

CPRI|G1890L107

35330(+569.1%)

Value:

$697.1M(+526.9%)

GRANITE CONSTRUCTION INC

GVA|387328107

9212(+208.6%)

Value:

$694.6M(+165.3%)

Snap Inc

SNAP|83304A106

79625

Value:

$693.5M

WATSCO INC

WSO|942622200

1362(+479.6%)

Value:

$692.3M(+521.6%)

Spirit AeroSystems Holdings, Inc.

SPR|848574109

20075

Value:

$691.8M

OSHKOSH CORP

OSK|688239201

7338

Value:

$690.4M

RAYMOND JAMES FINANCIAL INC

RJF|754730109

4960(+242.3%)

Value:

$689.0M(+206.1%)

JOHNSON & JOHNSON

JNJ|478160104

4148(+289.1%)

Value:

$687.9M(+346.2%)

AVIS BUDGET GROUP, INC.

CAR|053774105

9028(+193.2%)

Value:

$685.2M(+176.1%)

HANOVER INSURANCE GROUP, INC.

THG|410867105

3926(+881.5%)

Value:

$682.9M(+1003.9%)

BANK OF NOVA SCOTIA

BNS|064149107

14296(+2005.4%)

Value:

$678.1M(+1758.9%)

CIRRUS LOGIC, INC.

CRUS|172755100

6743(+923.2%)

Value:

$672.0M(+924.0%)

XP Inc.

XP|G98239109

48763(+502.5%)

Value:

$670.5M(+599.1%)

Ulta Beauty, Inc.

ULTA|90384S303

1788

Value:

$655.4M

Celsius Holdings, Inc.

CELH|15118V207

18174

Value:

$647.4M

Instrument	Shares		Other Manager	Value
First American Financial Corp(FAFcusip31847R102)	11.0K	QoQ NEW(+11.0K) YoY-	All Managers (Combined)	$720.6K	QoQ NEW(+$720.6K) YoY-
Macy'S, Inc.(Mcusip55616P104)	57.3K	QoQ NEW(+57.3K) YoY-	All Managers (Combined)	$720.3K	QoQ NEW(+$720.3K) YoY-
Visteon Corp(VCcusip92839U206)	9.2K	QoQ NEW(+9.2K) YoY-	All Managers (Combined)	$711.9K	QoQ NEW(+$711.9K) YoY-
Selective Insurance Group Inc(SIGIcusip816300107)	7.7K	QoQ NEW(+7.7K) YoY-	All Managers (Combined)	$702.3K	QoQ NEW(+$702.3K) YoY-
Camden Property Trust(CPTcusip133131102)	5.7K	QoQ +113.98% (+3.1K) YoY-	All Managers (Combined)	$701.6K	QoQ +125.53% (+$390.5K) YoY-
Capri Holdings Ltd(CPRIcusipG1890L107)	35.3K	QoQ +569.12% (+30.1K) YoY-	All Managers (Combined)	$697.1K	QoQ +526.87% (+$585.9K) YoY-
Granite Construction Inc(GVAcusip387328107)	9.2K	QoQ +208.60% (+6.2K) YoY-	All Managers (Combined)	$694.6K	QoQ +165.29% (+$432.8K) YoY-
Snap Inc(SNAPcusip83304A106)	79.6K	QoQ NEW(+79.6K) YoY-	All Managers (Combined)	$693.5K	QoQ NEW(+$693.5K) YoY-
Watsco Inc(WSOcusip942622200)	1.4K	QoQ +479.57% (+1.1K) YoY-	All Managers (Combined)	$692.3K	QoQ +521.65% (+$580.9K) YoY-
Spirit Aerosystems Holdings, Inc.(SPRcusip848574109)	20.1K	QoQ NEW(+20.1K) YoY-	All Managers (Combined)	$691.8K	QoQ NEW(+$691.8K) YoY-
Oshkosh Corp(OSKcusip688239201)	7.3K	QoQ NEW(+7.3K) YoY-	All Managers (Combined)	$690.4K	QoQ NEW(+$690.4K) YoY-
Raymond James Financial Inc(RJFcusip754730109)	5.0K	QoQ +242.30% (+3.5K) YoY-	All Managers (Combined)	$689.0K	QoQ +206.12% (+$463.9K) YoY-
Johnson & Johnson(JNJcusip478160104)	4.1K	QoQ +289.11% (+3.1K) YoY-	All Managers (Combined)	$687.9K	QoQ +346.21% (+$533.7K) YoY-
Avis Budget Group, Inc.(CARcusip053774105)	9.0K	QoQ +193.21% (+5.9K) YoY-	All Managers (Combined)	$685.2K	QoQ +176.07% (+$437.0K) YoY-
Hanover Insurance Group, Inc.(THGcusip410867105)	3.9K	QoQ +881.50% (+3.5K) YoY-	All Managers (Combined)	$682.9K	QoQ +1003.91% (+$621.1K) YoY-
Bank Of Nova Scotia(BNScusip064149107)	14.3K	QoQ +2005.44% (+13.6K) YoY-	All Managers (Combined)	$678.1K	QoQ +1758.91% (+$641.6K) YoY-
Cirrus Logic, Inc.(CRUScusip172755100)	6.7K	QoQ +923.21% (+6.1K) YoY-	All Managers (Combined)	$672.0K	QoQ +923.99% (+$606.4K) YoY-
Xp Inc.(XPcusipG98239109)	48.8K	QoQ +502.53% (+40.7K) YoY-	All Managers (Combined)	$670.5K	QoQ +599.14% (+$574.6K) YoY-
Ulta Beauty, Inc.(ULTAcusip90384S303)	1.8K	QoQ NEW(+1.8K) YoY-	All Managers (Combined)	$655.4K	QoQ NEW(+$655.4K) YoY-
Celsius Holdings, Inc.(CELHcusip15118V207)	18.2K	QoQ NEW(+18.2K) YoY-	All Managers (Combined)	$647.4K	QoQ NEW(+$647.4K) YoY-