Bayforest Capital Ltd Top Holdings and 13F Report (2026) About Bayforest Capital LtdInvestment ActivityBayforest Capital Ltd has $67.55 million in total holdings as of September 30, 2026.Bayforest Capital Ltd owns shares of 854 different stocks, but just 405 companies or ETFs make up 80% of its holdings.Approximately 53.10% of the portfolio was purchased this quarter.About 111.85% of the portfolio was sold this quarter.This quarter, Bayforest Capital Ltd has purchased 917 new stocks and bought additional shares in 200 stocks.Bayforest Capital Ltd sold shares of 311 stocks and completely divested from 405 stocks this quarter.Largest Holdings MILLROSE PPTYS INC $383,733Jackson Financial $370,372Jefferies Financial Group $332,366Stanley Black & Decker $319,367PBF Energy $317,845 Largest New Holdings this Quarter 47233W109 - Jefferies Financial Group $332,366 Holding69318G106 - PBF Energy $317,845 Holding87157D109 - Synaptics $296,073 Holding56418H100 - ManpowerGroup $264,283 Holding462222100 - Ionis Pharmaceuticals $263,390 Holding Largest Purchases this Quarter Jefferies Financial Group 7,268 shares (about $332.37K)PBF Energy 4,130 shares (about $317.85K)Synaptics 2,920 shares (about $296.07K)Crescent Energy 22,299 shares (about $287.43K)ManpowerGroup 4,755 shares (about $264.28K) Largest Sales this Quarter BITMINE IMMERSION TECHS INC 27,095 shares (about $716.11K)Atlassian 3,703 shares (about $663.92K)Veeva Systems 1,789 shares (about $510.67K)NetApp 2,196 shares (about $461.34K)Alexandria Real Estate Equities 9,590 shares (about $455.15K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBayforest Capital Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMILLROSE PPTYS INC$383,733$338 ▲0.1%14,7760.6%COM CL AJXNJackson Financial$370,372$100,611 ▼-21.4%2,8640.5%FinanceJEFJefferies Financial Group$332,366$332,366 ▲New Holding7,2680.5%FinanceSWKStanley Black & Decker$319,367$242,294 ▲314.4%3,6050.5%Consumer DiscretionaryPBFPBF Energy$317,845$317,845 ▲New Holding4,1300.5%EnergyKMXCarMax$308,396$30,145 ▼-8.9%5,5960.5%Consumer DiscretionarySNDXSyndax Pharmaceuticals$303,000$243,724 ▲411.2%16,1170.4%HealthcareRCUSArcus Biosciences$297,019$31,254 ▼-9.5%11,4990.4%HealthcareSYNASynaptics$296,073$296,073 ▲New Holding2,9200.4%TechnologyREMITLY GLOBAL INC$294,897$170,058 ▲136.2%13,8190.4%COMCRGYCrescent Energy$292,178$287,434 ▲6,059.5%22,6670.4%EnergyBANDBandwidth$286,066$118,020 ▼-29.2%4,7120.4%Communication ServicesDKDelek US$279,414$91,282 ▲48.5%3,9150.4%EnergyBCSBarclays$278,401$219,037 ▲369.0%11,4710.4%FinancePEOPLE INC$276,013$102,886 ▲59.4%6,5780.4%COM NEWBLOCK INC$272,870$112,207 ▲69.8%3,7110.4%CL AGTGoodyear Tire & Rubber$267,704$62,980 ▲30.8%53,8640.4%Consumer DiscretionaryMANManpowerGroup$264,283$264,283 ▲New Holding4,7550.4%IndustrialsIONSIonis Pharmaceuticals$263,390$263,390 ▲New Holding5,8990.4%HealthcareCNH INDL N V$260,110$184,912 ▼-41.6%20,2420.4%SHSKODKodiak Sciences$258,520$758 ▲0.3%2,7270.4%HealthcareOGNOrganon & Co.$257,861$245,956 ▲2,065.9%18,8220.4%HealthcareICHRIchor$256,905$233,151 ▲981.5%4,1530.4%TechnologyEBAYeBay$255,156$255,156 ▲New Holding2,4060.4%Consumer DiscretionaryQRVOQorvo$253,001$50,715 ▲25.1%2,2100.4%TechnologyENOVEnovis$250,025$117,129 ▲88.1%13,6850.4%HealthcareAIC3.ai$241,912$320,809 ▼-57.0%22,0120.4%TechnologyERICEricsson$240,169$200,952 ▲512.4%26,2480.4%TechnologyTEXTerex$236,963$236,963 ▲New Holding4,5050.4%IndustrialsDOWDOW$235,495$235,495 ▲New Holding8,5510.3%MaterialsATKRAtkore$228,158$88,402 ▼-27.9%2,4080.3%IndustrialsALKAlaska Air Group$227,169$67,145 ▲42.0%5,8700.3%IndustrialsNOKNokia$225,209$225,209 ▲New Holding22,2100.3%TechnologyTALOTalos Energy$225,109$374,986 ▼-62.5%13,7850.3%EnergyNSPInsperity$222,374$222,374 ▲New Holding4,7730.3%IndustrialsMHKMohawk Industries$221,253$135,321 ▲157.5%1,7740.3%Consumer DiscretionaryAIGAmerican International Group$220,506$220,506 ▲New Holding2,9630.3%FinanceBRZEBraze$220,478$220,478 ▲New Holding8,7840.3%TechnologyBPBP$218,234$218,234 ▲New Holding4,9610.3%EnergyYYJOYY$216,836$216,836 ▲New Holding2,7020.3%Communication ServicesRXORXO$216,467$216,467 ▲New Holding10,5800.3%IndustrialsHRMYHarmony Biosciences$212,004$4,044 ▲1.9%5,4000.3%HealthcareALGAlamo Group$211,106$50,610 ▲31.5%1,3640.3%IndustrialsVRDNViridian Therapeutics$209,194$197,972 ▼-48.6%10,1600.3%HealthcareRYNRayonier$207,284$207,284 ▲New Holding11,2900.3%Real EstateTGTTarget$205,107$77,091 ▲60.2%1,3090.3%Consumer StaplesCBRLCracker Barrel Old Country Store$202,534$126,656 ▼-38.5%3,8490.3%Consumer DiscretionaryCOHUCohu$202,376$202,376 ▲New Holding2,9700.3%TechnologyTDCTeradata$201,995$68,091 ▲50.9%7,0040.3%TechnologyABNBAirbnb$200,331$176,394 ▲736.9%1,2470.3%Consumer DiscretionaryMUSAMurphy USA$196,572$196,572 ▲New Holding3900.3%Consumer DiscretionarySTSensata Technologies$195,581$70,236 ▲56.0%4,7060.3%IndustrialsRAREUltragenyx Pharmaceutical$195,555$195,555 ▲New Holding13,0110.3%HealthcareGNRCGenerac$194,947$33,940 ▲21.1%9420.3%IndustrialsEQNREquinor ASA$193,398$193,398 ▲New Holding4,6490.3%EnergyPINSPinterest$190,430$23,801 ▼-11.1%10,0810.3%Communication ServicesCIENCiena$190,335$71,068 ▲59.6%5410.3%TechnologyDNLIDenali Therapeutics$189,833$46,569 ▼-19.7%9,1840.3%HealthcareNTAPNetApp$188,652$461,336 ▼-71.0%8980.3%TechnologyGAP INC$188,339$302,151 ▼-61.6%8,2460.3%COMWEXWEX$188,269$116,572 ▲162.6%1,1160.3%FinanceSNDRSchneider National$187,596$67,745 ▼-26.5%5,8900.3%IndustrialsWKCWorld Kinect$186,172$186,172 ▲New Holding5,2950.3%EnergyRPRXRoyalty Pharma$185,877$185,877 ▲New Holding3,1850.3%HealthcareRLAYRelay Therapeutics$185,446$185,446 ▲New Holding10,2740.3%HealthcareDBDeutsche Bank Aktiengesellschaft$182,572$182,572 ▲New Holding5,0870.3%FinanceAMPAmeriprise Financial$182,170$111,271 ▼-37.9%3700.3%FinanceAURAurora Innovation$181,817$181,817 ▲New Holding32,8190.3%TechnologySTMSTMicroelectronics$181,157$181,157 ▲New Holding3,3950.3%TechnologyMLTXMoonLake Immunotherapeutics$180,519$180,519 ▲New Holding15,4290.3%HealthcareLYBLyondellBasell Industries$179,077$36,551 ▲25.6%3,1160.3%MaterialsDBXDropbox$178,796$170,875 ▲2,157.3%5,2820.3%TechnologyVTRSViatris$176,668$132,085 ▼-42.8%9,9700.3%HealthcareCRUSCirrus Logic$176,356$36,471 ▲26.1%1,4700.3%TechnologyKSSKohl's$175,167$18,294 ▼-9.5%9,4890.3%Consumer DiscretionaryBOXBOX$173,460$870 ▼-0.5%5,1810.3%TechnologyTDOCTeladoc Health$173,263$173,263 ▲New Holding29,8730.3%HealthcareRNGRingCentral$172,856$69,620 ▼-28.7%2,3140.3%TechnologyHIIHuntington Ingalls Industries$170,925$32,316 ▼-15.9%6400.3%IndustrialsAIRAAR$170,368$170,368 ▲New Holding1,6790.3%IndustrialsATENA10 Networks$169,546$169,546 ▲New Holding6,2540.3%TechnologyJKHYJack Henry & Associates$168,737$131,781 ▲356.6%1,1780.2%FinanceNBRNabors Industries$168,583$63,121 ▲59.9%2,1580.2%EnergyASMLASML$168,485$168,485 ▲New Holding930.2%TechnologyCOLDAmericold Realty Trust$168,068$2,223 ▼-1.3%12,0220.2%Real EstateGVAGranite Construction$167,026$30,137 ▲22.0%1,4410.2%IndustrialsANDEAndersons$166,681$22,864 ▲15.9%2,5370.2%Consumer StaplesONTOOnto Innovation$166,531$80,649 ▼-32.6%5410.2%TechnologySHELShell$166,528$166,528 ▲New Holding1,7520.2%EnergyEXTRExtreme Networks$166,259$115,508 ▲227.6%7,7510.2%TechnologyAVAAvista$165,765$109,902 ▲196.7%4,7240.2%UtilitiesNOGNorthern Oil and Gas$165,354$345,489 ▼-67.6%7,2270.2%EnergyMGAMagna International$165,224$114,033 ▲222.8%2,5950.2%Consumer DiscretionaryAEOAmerican Eagle Outfitters$165,123$165,123 ▲New Holding9,2870.2%Consumer DiscretionaryVIPSVipshop$164,832$82,228 ▲99.5%13,1760.2%Consumer DiscretionaryBEKEKE$164,608$142,754 ▲653.2%9,7690.2%Real EstateENSEnersys$164,259$81,120 ▼-33.1%8950.2%IndustrialsAZZAZZ$164,225$9,810 ▼-5.6%1,2220.2%IndustrialsCNXCConcentrix$163,323$133,383 ▼-45.0%6,5460.2%IndustrialsWERNWerner Enterprises$163,104$63,746 ▲64.2%4,8000.2%IndustrialsShowing largest 100 holdings. 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