Bayforest Capital LTD has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $134 Billion distributed in 778 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Southwest Gas Holdings, Inc. with a value of $888M, New York Times CO with a value of $850M, Best Buy CO Inc with a value of $706M, First Solar, Inc. with a value of $693M, and Ericsson Lm Telephone CO with a value of $697M.

Examining the 13F form we can see an decrease of $76.2B in the current position value, from $210B to 134B.

Bayforest Capital LTD is based out at London, X0

Below you can find more details about Bayforest Capital LTD portfolio as well as his latest detailed transactions.

Portfolio value $134 Billion
Technology: $24.8 Billion
Consumer Cyclical: $20.6 Billion
Industrials: $18.7 Billion
Financial Services: $15.7 Billion
Healthcare: $13.5 Billion
Consumer Defensive: $8.05 Billion
Real Estate: $6.77 Billion
Basic Materials: $6.01 Billion
Other: $16.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 778
  • Current Value $134 Billion
  • Prior Value $210 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 274 stocks
  • Additional Purchases 146 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 358 stocks
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