Bayhunt Capital LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Bayhunt Capital LLC reported 18 stock positions worth $181.1 million. Its top holding was American Homes 4 Rent- A (AMH) at 8.2% of the portfolio, followed by Gaming and Leisure Propertie (GLPI, 8.2%) and Brixmor Property (BRX, 8.2%).
- Most Recent 13F
- Q2 2026
- Location
- MILL VALLEY, CA
- CIK
- 0002058173
- Portfolio Value
- $181.1M (Q4 2025)
- SEC Filing
- 0001214659-26-000779 ↗ filed Jan 23, 2026
Holdings Value
Holdings 18 stocks · $181.1M
| AMH American Homes 4 Rent- A | 8.18% | 461,741 | $14.8M | — |
| GLPI Gaming and Leisure Propertie | 8.18% | 331,409 | $14.8M | — |
| BRX Brixmor Property Group Inc. | 8.17% | 564,195 | $14.8M | — |
| EXR Extra Space Storage Inc. | 8.09% | 112,504 | $14.7M | — |
| HIW Highwoods Properties Inc. | 7.25% | 508,311 | $13.1M | — |
| SPG Simon Property Group Inc. | 7.02% | 68,682 | $12.7M | — |
| VTR Ventas Inc. | 6.90% | 161,392 | $12.5M | — |
| UE Urban Edge Properties | 5.76% | 543,495 | $10.4M | — |
| AHR American Healthcare REIT Inc. | 5.75% | 221,399 | $10.4M | — |
| STAG Stag Industrial Inc. | 5.70% | 280,810 | $10.3M | — |
| MAA Mid-America Apartment Comm | 4.76% | 62,044 | $8.6M | — |
| COLD Americold Realty Trust Inc. | 4.65% | 654,702 | $8.4M | — |
| MTH Meritage Homes Corp. | 4.37% | 120,397 | $7.9M | — |
| ARE Alexandria Real Estate Equit | 3.79% | 140,428 | $6.9M | — |
| EGP Eastgroup Properties Inc. | 3.47% | 35,326 | $6.3M | — |
| HR Healthcare Realty Trust Inc. | 3.43% | 366,753 | $6.2M | — |
| PHM Pultegroup Inc. | 2.31% | 35,674 | $4.2M | — |
| DEI Douglas Emmett Inc. | 2.21% | 365,026 | $4.0M | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.