Bayforest Capital LTD Reduced Holdings in Q2 2025

Bayforest Capital LTD

  • $229 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
POOL
Pool Corp

Industrials
-632
- 93.35%
$285.0 - $325.66 $180K - $206K
45 $13.1M
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
-7.22K
- 35.98%
$29.03 - $38.72 $210K - $280K
12.9K $490M
ETSY
Etsy Inc

Consumer Cyclical
-4.21K
- 98.18%
$40.8 - $63.88 $172K - $269K
78 $3.91M
MGY
Magnolia Oil & Gas Corp

Energy
-7.74K
- 97.27%
$19.6 - $25.72 $152K - $199K
217 $4.88M
NNN
National Retail Properties, Inc.

Real Estate
-4.6K
- 89.11%
$37.56 - $43.42 $173K - $200K
562 $24.3M
ZBRA
Zebra Technologies Corp

Technology
-712
- 75.91%
$213.54 - $309.26 $152K - $220K
226 $69.7M
TDC
Teradata Corp

Technology
-8.55K
- 32.21%
$19.2 - $23.59 $164K - $202K
18K $402M
SWK
Stanley Black & Decker, Inc.

Industrials
-2.48K
- 87.75%
$55.86 - $76.98 $138K - $191K
346 $23.4M
F
Ford Motor CO

Consumer Cyclical
-19.3K
- 99.13%
$8.69 - $10.85 $168K - $209K
169 $1.83M
MTG
Mgic Investment Corp

Financial Services
-8.11K
- 76.16%
$22.43 - $28.1 $182K - $228K
2.54K $70.7M
HUN
Huntsman Corp

Basic Materials
-11.8K
- 95.16%
$10.28 - $15.52 $121K - $183K
599 $6.24M
PAGP
Plains Gp Holdings LP

Energy
-6.13K
- 17.0%
$17.24 - $21.61 $106K - $132K
29.9K $581M
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
-2K
- 86.97%
$87.64 - $143.29 $175K - $287K
300 $43M
FYBR
Frontier Communications Parent, Inc.

Communication Services
-5.29K
- 62.77%
$35.51 - $36.83 $188K - $195K
3.14K $114M
NFG
National Fuel Gas CO

Energy
-2.53K
- 51.74%
$73.0 - $86.01 $185K - $217K
2.36K $200M
PGR
Progressive Corp

Financial Services
-569
- 29.99%
$255.27 - $288.74 $145K - $164K
1.33K $354M
AMT
American Tower Corp

Real Estate
-847
- 56.88%
$203.96 - $228.19 $173K - $193K
642 $142M
INFY
Infosys LTD

Technology
-10.5K
- 18.86%
$16.14 - $18.75 $170K - $197K
45.2K $838M
ZION
Zions Bancorporation, National Association

Financial Services
-3.57K
- 99.89%
$41.39 - $51.94 $148K - $186K
4 $208K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
-10.1K
- 95.16%
$16.37 - $18.59 $166K - $189K
516 $9.52M
URBN
Urban Outfitters Inc

Consumer Cyclical
-4.76K
- 56.47%
$43.24 - $75.26 $206K - $358K
3.67K $266M
INGR
Ingredion Inc

Consumer Defensive
-1.3K
- 99.69%
$123.22 - $140.95 $160K - $183K
4 $542K
ADI
Analog Devices Inc

Technology
-1.08K
- 47.84%
$164.6 - $238.02 $177K - $256K
1.17K $279M
MP
Mp Materials Corp.

Basic Materials
-7.16K
- 99.31%
$18.77 - $37.74 $134K - $270K
50 $1.66M
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
-6.52K
- 33.65%
$37.6 - $52.03 $245K - $339K
12.8K $669M
BILL
Bill.Com Holdings, Inc.

Technology
-3.75K
- 60.79%
$37.81 - $48.03 $142K - $180K
2.42K $112M
STWD
Starwood Property Trust, Inc.

Real Estate
-8.96K
- 29.03%
$17.28 - $20.41 $155K - $183K
21.9K $440M
XRAY
Dentsply Sirona Inc.

Healthcare
-11.4K
- 55.16%
$12.55 - $16.75 $143K - $191K
9.27K $147M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-7.13K
- 23.21%
$17.17 - $19.9 $122K - $142K
23.6K $454M
ADC
Agree Realty Corp

Real Estate
-1.98K
- 56.6%
$70.68 - $79.12 $140K - $156K
1.52K $111M
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
-3.02K
- 96.3%
$46.95 - $68.11 $142K - $206K
116 $7.33M
PSTG
Pure Storage, Inc.

Technology
-4.08K
- 70.01%
$37.18 - $57.58 $152K - $235K
1.75K $101M
SMPL
Simply Good Foods CO

Consumer Defensive
-4.38K
- 95.26%
$31.59 - $38.0 $138K - $166K
218 $6.89M
ACAD
Acadia Pharmaceuticals Inc

Healthcare
-9.81K
- 75.26%
$14.1 - $22.95 $138K - $225K
3.22K $69.5M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-1.22K
- 39.4%
$109.83 - $131.67 $133K - $160K
1.87K $237M
TWLO
Twilio Inc

Communication Services
-2.04K
- 48.74%
$81.34 - $124.36 $166K - $253K
2.14K $266M
ATR
Aptargroup, Inc.

Healthcare
-1.1K
- 29.61%
$133.66 - $158.53 $147K - $174K
2.61K $408M
CBRE
Cbre Group, Inc.

Real Estate
-1.08K
- 90.41%
$113.94 - $140.12 $124K - $152K
115 $16.1M
EXC
Exelon Corp

Utilities
-2.94K
- 69.6%
$42.2 - $47.37 $124K - $139K
1.29K $55.8M
ADBE
Adobe Inc.

Technology
-362
- 63.51%
$340.0 - $420.68 $123K - $152K
208 $80.5M
VLO
Valero Energy Corp

Energy
-1.1K
- 25.94%
$104.69 - $141.77 $115K - $156K
3.14K $422M
APPF
Appfolio Inc

Technology
-665
- 43.35%
$192.02 - $234.65 $128K - $156K
869 $200M
CPNG
Coupang, Inc.

Consumer Cyclical
-6.76K
- 81.93%
$19.76 - $30.81 $134K - $208K
1.49K $44.7M
BZ
Kanzhun LTD

Industrials
-6.89K
- 74.78%
$13.62 - $19.06 $93.8K - $131K
2.32K $41.5M
BANC
Banc Of California, Inc.

Financial Services
-9.17K
- 29.11%
$12.06 - $14.62 $111K - $134K
22.3K $314M
CCI
Crown Castle International Corp

Real Estate
-1.04K
- 5.88%
$94.83 - $107.06 $98.5K - $111K
16.6K $1.71B
HUBS
Hubspot Inc

Technology
-214
- 27.51%
$487.07 - $672.24 $104K - $144K
564 $314M
KHC
Kraft Heinz CO

Consumer Defensive
-3.15K
- 30.53%
$25.61 - $30.81 $80.7K - $97.1K
7.17K $185M
NTNX
Nutanix, Inc.

Technology
-2.05K
- 46.49%
$58.17 - $83.07 $119K - $170K
2.36K $180M
Activity Summary
Buys All Purchases 447 New Holdings 227 Increased Positions 220 Sells All Sells 265 Reductions 265 Sold out 0 Options Calls 0 Puts 0
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