Bayforest Capital LTD Reduced Holdings in Q2 2025

Bayforest Capital LTD

  • $229 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-498
- 27.85%
$328.01 - $475.68 $163K - $237K
1.29K $603M
Jacobs Solutions Inc
-438
- 78.64%
N/A
119 $15.6M
LOW
Lowes Companies Inc

Consumer Cyclical
-182
- 26.04%
$210.83 - $235.28 $38.4K - $42.8K
517 $115M
SNA
Snap On Inc

Industrials
-118
- 29.28%
$292.36 - $342.2 $34.5K - $40.4K
285 $88.7M
FLS
Flowserve Corp

Industrials
-937
- 78.15%
$39.49 - $53.64 $37K - $50.3K
262 $13.7M
GPN
Global Payments Inc

Industrials
-274
- 22.1%
$67.47 - $99.6 $18.5K - $27.3K
966 $77.3M
PB
Prosperity Bancshares Inc

Financial Services
-613
- 76.43%
$63.76 - $73.75 $39.1K - $45.2K
189 $13.3M
CMC
Commercial Metals CO

Basic Materials
-1.4K
- 15.46%
$39.2 - $50.67 $54.8K - $70.9K
7.65K $374M
WAT
Waters Corp

Healthcare
-104
- 68.42%
$307.71 - $366.67 $32K - $38.1K
48 $16.8M
ARES
Ares Management Corp

Financial Services
-767
- 21.08%
$118.04 - $175.83 $90.5K - $135K
2.87K $497M
AMGN
Amgen Inc

Healthcare
-109
- 82.58%
$262.28 - $309.85 $28.6K - $33.8K
23 $6.42M
L
Loews Corp

Financial Services
-374
- 30.14%
$80.89 - $92.09 $30.3K - $34.4K
867 $79.5M
SHW
Sherwin Williams CO

Basic Materials
-96
- 74.42%
$313.51 - $363.51 $30.1K - $34.9K
33 $11.3M
TYL
Tyler Technologies Inc

Technology
-58
- 65.91%
$521.68 - $592.84 $30.3K - $34.4K
30 $17.8M
IT
Gartner Inc

Technology
-76
- 55.07%
$377.5 - $449.52 $28.7K - $34.2K
62 $25.1M
XPEV
Xpeng Inc.

Consumer Cyclical
-1.37K
- 59.83%
$16.42 - $22.25 $22.4K - $30.4K
917 $16.4M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-308
- 48.28%
$67.02 - $83.8 $20.6K - $25.8K
330 $25.1M
ED
Consolidated Edison Inc

Utilities
-7
- 0.28%
$98.05 - $113.3 $686 - $793
2.46K $247M
FIVN
Five9, Inc.

Technology
-785
- 16.84%
$21.54 - $29.56 $16.9K - $23.2K
3.88K $103M
SBAC
Sba Communications Corp

Real Estate
-209
- 12.09%
$208.57 - $243.4 $43.6K - $50.9K
1.52K $357M
ATI
Allegheny Technologies Inc

Industrials
-2.97K
- 43.49%
$41.97 - $86.8 $125K - $258K
3.86K $333M
CIEN
Ciena Corp

Technology
-421
- 66.19%
$53.5 - $83.89 $22.5K - $35.3K
215 $17.5M
CACC
Credit Acceptance Corp

Financial Services
-31
- 7.13%
$443.32 - $529.8 $13.7K - $16.4K
404 $206M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-106
- 23.25%
$139.81 - $165.8 $14.8K - $17.6K
350 $54.4M
AR
Antero Resources Corp

Energy
-294
- 1.94%
$31.92 - $43.78 $9.38K - $12.9K
14.9K $600M
SYF
Synchrony Financial

Financial Services
-445
- 36.21%
$43.81 - $66.74 $19.5K - $29.7K
784 $52.3M
BLDR
Builders First Source, Inc.

Industrials
-97
- 75.19%
$105.63 - $131.12 $10.2K - $12.7K
32 $3.73M
RF
Regions Financial Corp

Financial Services
-550
- 44.93%
$18.34 - $23.52 $10.1K - $12.9K
674 $15.9M
ALC
Alcon Inc

Healthcare
-63
- 8.17%
$82.88 - $98.3 $5.22K - $6.19K
708 $62.5M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-127
- 58.8%
$81.84 - $93.53 $10.4K - $11.9K
89 $8.25M
FROG
J Frog LTD

Technology
-1.12K
- 34.44%
$27.99 - $44.55 $31.4K - $50K
2.14K $93.7M
DBX
Dropbox, Inc.

Technology
-1.05K
- 10.06%
$25.42 - $29.7 $26.7K - $31.2K
9.39K $268M
FLO
Flowers Foods Inc

Consumer Defensive
-428
- 49.77%
$15.86 - $19.21 $6.79K - $8.22K
432 $6.9M
AMZN
Amazon Com Inc

Consumer Cyclical
-48
- 92.31%
$167.32 - $223.3 $8.03K - $10.7K
4 $878K
ZI
Zoom Info Technologies Inc.

Technology
-1.08K
- 6.28%
$7.41 - $10.31 $8.03K - $11.2K
16.2K $164M
RSG
Republic Services, Inc.

Industrials
-22
- 22.0%
$227.2 - $258.07 $5K - $5.68K
78 $19.2M
Outfront Media Inc
-308
- 53.66%
N/A
266 $4.34M
DE
Deere & CO

Industrials
-54
- 8.99%
$412.99 - $531.48 $22.3K - $28.7K
547 $278M
ALK
Alaska Air Group, Inc.

Industrials
-59
- 24.48%
$41.01 - $54.88 $2.42K - $3.24K
182 $9.01M
SPGI
S&P Global Inc.

Financial Services
-7
- 11.67%
$438.31 - $527.29 $3.07K - $3.69K
53 $27.9M
MELI
Mercadolibre Inc

Consumer Cyclical
-4
- 33.33%
$1794.73 - $2613.63 $7.18K - $10.5K
8 $20.9M
ILMN
Illumina, Inc.

Healthcare
-503
- 16.45%
$70.3 - $95.41 $35.4K - $48K
2.56K $244M
JBL
Jabil Inc

Technology
-1.16K
- 37.43%
$116.88 - $218.1 $135K - $252K
1.93K $421M
ZS
Zscaler, Inc.

Technology
-59
- 34.3%
$174.67 - $315.32 $10.3K - $18.6K
113 $35.5M
FL
Foot Locker, Inc.

Consumer Cyclical
-6.13K
- 41.77%
$11.12 - $24.5 $68.2K - $150K
8.55K $209M
STT
State Street Corp

Financial Services
-494
- 14.54%
$75.33 - $106.34 $37.2K - $52.5K
2.9K $309M
RL
Ralph Lauren Corp

Consumer Cyclical
-66
- 14.29%
$182.34 - $286.22 $12K - $18.9K
396 $109M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
-16.8K
- 8.45%
$5.0 - $7.65 $84K - $128K
182K $1.26B
PYPL
Pay Pal Holdings, Inc.

Financial Services
-462
- 9.58%
$57.41 - $74.81 $26.5K - $34.6K
4.36K $324M
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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