Bayforest Capital Ltd
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Bayforest Capital Ltd reported 672 stock positions worth $79.8 million. Its top holding was Ericsson (lm) Tel-SP ADR (ERIC) at 1.1% of the portfolio, followed by Lennox International (LII, 0.7%) and Fluor (FLR, 0.7%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0002048423
- Portfolio Value
- $79.8M (Q4 2024)
- SEC Filing
- 0002048423-25-000002 ↗ filed Feb 14, 2025
Holdings Value
Holdings 672 stocks · $79.8M
| ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS | 1.06% | 104,837 | $845K | — |
| LII Lennox International Inc. | 0.73% | 950 | $579K | — |
| FLR Fluor Corp. | 0.68% | 11,053 | $545K | — |
| EME Emcor Group Inc. | 0.67% | 1,178 | $535K | — |
| AMR Alpha Metallurgical Resource | 0.66% | 2,642 | $529K | — |
| IBKR Interactive Brokers Gro Class A | 0.64% | 2,902 | $513K | — |
| BAH Booz Allen Hamilton Holdings | 0.59% | 3,675 | $473K | — |
| BROS Dutch Bros Inc. Class A | 0.55% | 8,397 | $440K | — |
| HLI Houlihan Lokey Inc. | 0.55% | 2,528 | $439K | — |
| KTB Kontoor Brands Inc. | 0.53% | 4,927 | $421K | — |
| BMY Bristol-Myers Squibb Co. | 0.52% | 7,381 | $417K | — |
| BG Bunge Global SA | 0.50% | 5,091 | $396K | — |
| LAD Lithia Motors Inc. | 0.49% | 1,092 | $390K | — |
| ENPH Enphase Energy Inc. | 0.47% | 5,416 | $372K | — |
| UPST Upstart Holdings Inc. | 0.46% | 5,963 | $367K | — |
| SPOT Spotify Technology SA | 0.46% | 818 | $366K | — |
| AVT Avnet Inc. | 0.45% | 6,907 | $361K | — |
| DE Deere & Co. | 0.45% | 849 | $360K | — |
| AAP Advance Auto Parts Inc. | 0.44% | 7,486 | $354K | — |
| POOL Pool Corp. | 0.44% | 1,031 | $352K | — |
| TOST Toast Inc. Class A | 0.44% | 9,598 | $350K | — |
| LOW Lowe's Cos Inc. | 0.44% | 1,409 | $348K | — |
| PAGP Plains GP Holdings LP | 0.43% | 18,762 | $345K | — |
| EFOR Everforth Inc. filed as ASGN INC | 0.43% | 4,116 | $343K | — |
| PLTR Palantir Technologies Inc. Class A | 0.43% | 4,516 | $342K | — |
| HR Healthcare Realty Trust Inc. | 0.42% | 19,645 | $333K | — |
| ACAD Acadia Pharmaceuticals Inc. | 0.40% | 17,448 | $320K | — |
| WING Wingstop Inc. | 0.40% | 1,126 | $320K | — |
| EPAM Epam Systems Inc. | 0.40% | 1,366 | $319K | — |
| TNDM Tandem Diabetes Care Inc. | 0.40% | 8,852 | $319K | — |
| NVS Novartis AG-Sponsored ADR | 0.40% | 3,275 | $319K | — |
| PII Polaris Inc. | 0.39% | 5,456 | $314K | — |
| APLS Apellis Pharmaceuticals Inc. | 0.39% | 9,839 | $314K | — |
| INFY Infosys Ltd.-SP ADR | 0.39% | 14,292 | $313K | — |
| SMTC Semtech Corp. | 0.39% | 5,051 | $312K | — |
| SLAB Silicon Laboratories Inc. | 0.39% | 2,508 | $312K | — |
| CPT Camden Property Trust | 0.39% | 2,681 | $311K | — |
| YMM Full Truck Alliance -SPN ADR | 0.39% | 28,699 | $311K | — |
| SEIC Sei Investments Company | 0.39% | 3,756 | $310K | — |
| HBI Hanesbrands Inc. | 0.39% | 37,796 | $308K | — |
| APP AppLovin Corp. Class A | 0.38% | 948 | $307K | — |
| TTC Toro Co. | 0.38% | 3,758 | $301K | — |
| ITRI Itron Inc. | 0.38% | 2,765 | $300K | — |
| PPC Pilgrim's Pride Corp. | 0.38% | 6,603 | $300K | — |
| HOOD Robinhood Markets Inc. Class A | 0.38% | 8,037 | $299K | — |
| INGR Ingredion Inc. | 0.37% | 2,172 | $299K | — |
| CBT Cabot Corp. | 0.37% | 3,271 | $299K | — |
| EEFT Euronet Worldwide Inc. | 0.37% | 2,894 | $298K | — |
| HQY Healthequity Inc. | 0.36% | 3,033 | $291K | — |
| ARMK Aramark | 0.36% | 7,695 | $287K | — |
| ADM Archer-Daniels-Midland Co. | 0.36% | 5,670 | $286K | — |
| SWKS Skyworks Solutions Inc. | 0.35% | 3,155 | $280K | — |
| TME Tencent Music Entertainm-ADR | 0.35% | 24,583 | $279K | — |
| GGAL Grupo Financiero Galicia-ADR | 0.35% | 4,468 | $278K | — |
| WBA Walgreens Boots Alliance Inc. | 0.35% | 29,765 | $278K | — |
| TT Trane Technologies PLC | 0.34% | 745 | $275K | — |
| DLTR Dollar Tree Inc. | 0.34% | 3,648 | $273K | — |
| WEN The Wendy's Co. | 0.34% | 16,562 | $270K | — |
| APPF Appfolio Inc. Class A | 0.33% | 1,081 | $267K | — |
| VMI Valmont Industries | 0.33% | 866 | $266K | — |
| AWI Armstrong World Industries | 0.33% | 1,870 | $264K | — |
| FRPT Freshpet Inc. | 0.33% | 1,780 | $264K | — |
| MCK McKesson Corp. | 0.33% | 460 | $262K | — |
| GVA Granite Construction Inc. | 0.33% | 2,985 | $262K | — |
| ABG Asbury Automotive Group | 0.33% | 1,072 | $261K | — |
| ANET Arista Networks Inc. | 0.32% | 2,335 | $258K | — |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.32% | 2,096 | $258K | — |
| PBF PBF Energy Inc. Class A | 0.32% | 9,672 | $257K | — |
| TENB Tenable Holdings Inc. | 0.32% | 6,510 | $256K | — |
| CVNA Carvana Co. | 0.32% | 1,253 | $255K | — |
| SHOP Shopify Inc. Class A | 0.32% | 2,392 | $254K | — |
| ITCI Intra-Cellular Therapies Inc. | 0.32% | 3,032 | $253K | — |
| QFIN Qfin Holdings Inc.-ADR filed as QIFU TECHNOLOGY INC | 0.32% | 6,583 | $253K | — |
| BPMC Blueprint Medicines Corp. | 0.32% | 2,885 | $252K | — |
| FCN Fti Consulting Inc. | 0.31% | 1,312 | $251K | — |
| PEN Penumbra Inc. | 0.31% | 1,053 | $250K | — |
| OSCR Oscar Health Inc. Class A | 0.31% | 18,604 | $250K | — |
| CDE Coeur Mining Inc. | 0.31% | 43,519 | $249K | — |
| CAR Avis Budget Group Inc. | 0.31% | 3,079 | $248K | — |
| NTES Netease Inc.-ADR | 0.31% | 2,767 | $247K | — |
| TSN Tyson Foods Inc. Class A | 0.31% | 4,247 | $244K | — |
| SHEL Shell PLC-ADR | 0.31% | 3,888 | $244K | — |
| EQNR Equinor ASA-Spon ADR | 0.31% | 10,282 | $244K | — |
| JCI Johnson Controls Internation | 0.30% | 3,085 | $243K | — |
| SFM Sprouts Farmers Market Inc. | 0.30% | 1,915 | $243K | — |
| DINO HF Sinclair Corp. | 0.30% | 6,938 | $243K | — |
| MORN Morningstar Inc. | 0.30% | 715 | $241K | — |
| MOH Molina Healthcare Inc. | 0.30% | 818 | $238K | — |
| TAL Tal Education Group- ADR | 0.30% | 23,682 | $237K | — |
| NOV Nov Inc. | 0.30% | 16,168 | $236K | — |
| SHAK Shake Shack Inc. Class A | 0.29% | 1,812 | $235K | — |
| HE Hawaiian Electric Inds | 0.29% | 23,953 | $233K | — |
| CROX Crocs Inc. | 0.29% | 2,126 | $233K | — |
| AMED Amedisys Inc. | 0.29% | 2,548 | $231K | — |
| ADP Automatic Data Processing | 0.29% | 788 | $231K | — |
| CMC Commercial Metals Co. | 0.29% | 4,645 | $230K | — |
| CYBR Cyberark Software Ltd./Israel | 0.29% | 691 | $230K | — |
| MPWR Monolithic Power Systems Inc. | 0.29% | 389 | $230K | — |
| LRCX Lam Research Corp. | 0.29% | 3,181 | $230K | — |
| AFRM Affirm Holdings Inc. | 0.29% | 3,765 | $229K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 917 | $108.2M | SLDE, ARE, PRM, NTAP, TALO |
| Q1 2026 | 879 | $89.3M | DKNG, APGE, SNDK, PIPR, RUSHA |
| Q4 2025 | 778 | $134.2M | SWX, NYT, BBY, ERIC, FSLR |
| Q3 2025 | 717 | $210.3M | SEDG, PTON, CCI, MRCY, CRUS |
| Q2 2025 | 712 | $228.9M | SEDG, CCI, SCI, UGI, DLTR |
| Q1 2025Amended | 712 | $229.6M | BE, CCI, MC, AGCO, EL |
| Q4 2024 | 672 | $79.8M | ERIC, LII, FLR, EME, AMR |