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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Allegiant Travel CO

ALGT|01748X102

11333(+1630.2%)

Value:

$585.3M(+849.5%)

Zoom Communications, Inc.

ZM|98980L101

7934(+432.5%)

Value:

$585.3M(+381.3%)

PBF Energy Inc.

PBF|69318G106

30219(+212.4%)

Value:

$576.9M(+124.6%)

LENNOX INTERNATIONAL INC

LII|526107107

1021(+7.5%)

Value:

$572.6M(-1.1%)

UGI CORP /PA/

UGI|902681105

17262

Value:

$570.9M

Freshworks Inc.

FRSH|358054104

40397(+198.8%)

Value:

$570.0M(+160.7%)

SOUTHERN COPPER CORP/

SCCO|84265V105

6068(+669.1%)

Value:

$567.1M(+688.7%)

GRACO INC

GGG|384109104

6788(+910.1%)

Value:

$566.9M(+900.8%)

Madison Square Garden Sports Corp.

MSGS|55825T103

2909

Value:

$566.4M

Bunge Global SA

BG|H11356104

7368(+44.7%)

Value:

$563.1M(+42.2%)

SILGAN HOLDINGS INC

SLGN|827048109

10947(+354.0%)

Value:

$559.6M(+345.9%)

VALERO ENERGY CORP/TX

VLO|91913Y100

4237

Value:

$559.6M

COLUMBIA SPORTSWEAR CO

COLM|198516106

7377(+1133.6%)

Value:

$558.4M(+1012.5%)

RAYONIER INC

RYN|754907103

20021

Value:

$558.2M

Full Truck Alliance Co. Ltd.

YMM|35969L108

43607(+51.9%)

Value:

$556.9M(+79.3%)

NetEase, Inc.

NTES|64110W102

5387(+94.7%)

Value:

$554.4M(+124.6%)

VALMONT INDUSTRIES INC

VMI|920253101

1936(+123.5%)

Value:

$552.5M(+108.0%)

PILGRIMS PRIDE CORP

PPC|72147K108

10134(+53.5%)

Value:

$552.4M(+84.3%)

BIOMARIN PHARMACEUTICAL INC

BMRN|09061G101

7808

Value:

$551.9M

New Fortress Energy Inc.

NFE|644393100

66321

Value:

$551.1M

Instrument	Shares		Other Manager	Value
Allegiant Travel Co(ALGTcusip01748X102)	11.3K	QoQ +1630.22% (+10.7K) YoY-	All Managers (Combined)	$585.3K	QoQ +849.48% (+$523.7K) YoY-
Zoom Communications, Inc.(ZMcusip98980L101)	7.9K	QoQ +432.48% (+6.4K) YoY-	All Managers (Combined)	$585.3K	QoQ +381.32% (+$463.7K) YoY-
Pbf Energy Inc.(PBFcusip69318G106)	30.2K	QoQ +212.43% (+20.5K) YoY-	All Managers (Combined)	$576.9K	QoQ +124.64% (+$320.1K) YoY-
Lennox International Inc(LIIcusip526107107)	1.0K	QoQ +7.47% (-71) YoY-	All Managers (Combined)	$572.6K	QoQ -1.07% (-$6.2K) YoY-
Ugi Corp /Pa/(UGIcusip902681105)	17.3K	QoQ NEW(+17.3K) YoY-	All Managers (Combined)	$570.9K	QoQ NEW(+$570.9K) YoY-
Freshworks Inc.(FRSHcusip358054104)	40.4K	QoQ +198.77% (+26.9K) YoY-	All Managers (Combined)	$570.0K	QoQ +160.70% (+$351.4K) YoY-
Southern Copper Corp/(SCCOcusip84265V105)	6.1K	QoQ +669.07% (+5.3K) YoY-	All Managers (Combined)	$567.1K	QoQ +688.73% (+$495.2K) YoY-
Graco Inc(GGGcusip384109104)	6.8K	QoQ +910.11% (+6.1K) YoY-	All Managers (Combined)	$566.9K	QoQ +900.76% (+$510.2K) YoY-
Madison Square Garden Sports Corp.(MSGScusip55825T103)	2.9K	QoQ NEW(+2.9K) YoY-	All Managers (Combined)	$566.4K	QoQ NEW(+$566.4K) YoY-
Bunge Global Sa(BGcusipH11356104)	7.4K	QoQ +44.72% (+2.3K) YoY-	All Managers (Combined)	$563.1K	QoQ +42.23% (+$167.2K) YoY-
Silgan Holdings Inc(SLGNcusip827048109)	10.9K	QoQ +354.04% (+8.5K) YoY-	All Managers (Combined)	$559.6K	QoQ +345.93% (+$434.1K) YoY-
Valero Energy Corp/Tx(VLOcusip91913Y100)	4.2K	QoQ NEW(+4.2K) YoY-	All Managers (Combined)	$559.6K	QoQ NEW(+$559.6K) YoY-
Columbia Sportswear Co(COLMcusip198516106)	7.4K	QoQ +1133.61% (+6.8K) YoY-	All Managers (Combined)	$558.4K	QoQ +1012.50% (+$508.2K) YoY-
Rayonier Inc(RYNcusip754907103)	20.0K	QoQ NEW(+20.0K) YoY-	All Managers (Combined)	$558.2K	QoQ NEW(+$558.2K) YoY-
Full Truck Alliance Co. Ltd.(YMMcusip35969L108)	43.6K	QoQ +51.94% (+14.9K) YoY-	All Managers (Combined)	$556.9K	QoQ +79.33% (+$246.3K) YoY-
Netease, Inc.(NTEScusip64110W102)	5.4K	QoQ +94.68% (+2.6K) YoY-	All Managers (Combined)	$554.4K	QoQ +124.60% (+$307.6K) YoY-
Valmont Industries Inc(VMIcusip920253101)	1.9K	QoQ +123.55% (+1.1K) YoY-	All Managers (Combined)	$552.5K	QoQ +108.02% (+$286.9K) YoY-
Pilgrims Pride Corp(PPCcusip72147K108)	10.1K	QoQ +53.47% (+3.5K) YoY-	All Managers (Combined)	$552.4K	QoQ +84.31% (+$252.7K) YoY-
Biomarin Pharmaceutical Inc(BMRNcusip09061G101)	7.8K	QoQ NEW(+7.8K) YoY-	All Managers (Combined)	$551.9K	QoQ NEW(+$551.9K) YoY-
New Fortress Energy Inc.(NFEcusip644393100)	66.3K	QoQ NEW(+66.3K) YoY-	All Managers (Combined)	$551.1K	QoQ NEW(+$551.1K) YoY-