Bridgefront Capital, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Bridgefront Capital, LLC reported 550 stock positions worth $296.6 million. Its top holding was TJX Companies (TJX) at 1.2% of the portfolio, followed by Walt Disney (DIS, 1.0%) and General Mills (GIS, 0.9%). Compared with Q3 2024, it opened 326 new positions, sold out of 277, added to 111 and reduced 112. The biggest buy was a new position in TJX Companies (TJX) and the biggest sale an exit from Walmart (WMT).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001725690
- Portfolio Value
- $296.6M (Q4 2024)
- SEC Filing
- 0001420506-25-000540 ↗ filed Feb 14, 2025
Holdings Value
Holdings 550 stocks · $296.6M
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.16% | 28,456 | $3.4M | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.00% | 26,510 | $3.0M | New |
| GIS General Mills Inc. | 0.91% | 42,296 | $2.7M | New |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.74% | 57,516 | $2.2M | New |
| CVNA Carvana Co. | 0.72% | 10,550 | $2.1M | Add +578.5% |
| RSG Republic Services Inc. | 0.72% | 10,632 | $2.1M | New |
| EVRG Evergy Inc. | 0.70% | 33,492 | $2.1M | New |
| TRGP Targa Resources Corp. | 0.69% | 11,397 | $2.0M | Add +182.9% |
| TFC Truist Financial Corp. | 0.68% | 46,216 | $2.0M | Add +114.6% |
| GOOGL Alphabet Inc. Class A | 0.65% | 10,230 | $1.9M | Reduce -48.5% |
| MSFT Microsoft Corp. | 0.64% | 4,520 | $1.9M | New |
| ARE Alexandria Real Estate Equit | 0.64% | 19,362 | $1.9M | New |
| LNG Cheniere Energy Inc. | 0.63% | 8,724 | $1.9M | New |
| DD Dupont DE Nemours Inc. | 0.62% | 24,219 | $1.8M | Add +224.2% |
| MA Mastercard Inc. Class A | 0.61% | 3,428 | $1.8M | Reduce -44.4% |
| VZ Verizon Communications Inc. | 0.60% | 44,502 | $1.8M | New |
| MTN Vail Resorts Inc. | 0.58% | 9,242 | $1.7M | New |
| PNW Pinnacle West Capital | 0.57% | 19,959 | $1.7M | Add +564.4% |
| ICE Intercontinental Exchange Inc. | 0.55% | 11,001 | $1.6M | Reduce -46.1% |
| DVN Devon Energy Corp. | 0.54% | 49,087 | $1.6M | Add +329.2% |
| TT Trane Technologies PLC | 0.54% | 4,309 | $1.6M | Add +90.8% |
| AMGN Amgen Inc. | 0.52% | 5,929 | $1.5M | Add +109.8% |
| ATO Atmos Energy Corp. | 0.52% | 10,990 | $1.5M | New |
| PLNT Planet Fitness Inc. Class A | 0.51% | 15,444 | $1.5M | Add +12.2% |
| TXRH Texas Roadhouse Inc. | 0.51% | 8,360 | $1.5M | Add +42.3% |
| V Visa Inc. Class A | 0.50% | 4,652 | $1.5M | Reduce -47.3% |
| OXY Occidental Petroleum Corp. | 0.49% | 29,615 | $1.5M | Add +12.8% |
| SPOT Spotify Technology SA | 0.49% | 3,261 | $1.5M | Reduce -12.8% |
| UNH Unitedhealth Group Inc. | 0.49% | 2,882 | $1.5M | New |
| CAH Cardinal Health Inc. | 0.49% | 12,200 | $1.4M | Add +113.9% |
| OHI Omega Healthcare Investors | 0.49% | 38,093 | $1.4M | Add +116.4% |
| ANET Arista Networks Inc. | 0.48% | 12,801 | $1.4M | Add +128.8% |
| LULU Lululemon Athletica Inc. | 0.46% | 3,588 | $1.4M | Add +45.4% |
| EQH Equitable Holdings Inc. | 0.44% | 27,729 | $1.3M | Reduce -20.3% |
| RBLX Roblox Corp. Class A | 0.44% | 22,375 | $1.3M | New |
| LEN Lennar Corp. Class A | 0.43% | 9,457 | $1.3M | Add +172.2% |
| DKS Dick's Sporting Goods Inc. | 0.43% | 5,552 | $1.3M | New |
| BG Bunge Global SA | 0.42% | 16,206 | $1.3M | Add +555.6% |
| NEM Newmont Corp. | 0.42% | 33,561 | $1.2M | New |
| COP Conocophillips | 0.42% | 12,440 | $1.2M | Reduce -14.1% |
| AMT American Tower Corp. | 0.42% | 6,713 | $1.2M | Add +377.8% |
| PKG Packaging Corp. of America | 0.41% | 5,451 | $1.2M | New |
| CRH CRH PLC | 0.41% | 13,200 | $1.2M | Add +20.6% |
| KO The Coca-Cola Co. | 0.41% | 19,602 | $1.2M | New |
| VVV Valvoline Inc. | 0.41% | 33,443 | $1.2M | Add +53.3% |
| MDB Mongodb Inc. | 0.41% | 5,166 | $1.2M | Add +229.5% |
| XOM Exxon Mobil Corp. | 0.40% | 11,093 | $1.2M | New |
| WY Weyerhaeuser Co. | 0.40% | 42,031 | $1.2M | New |
| ROST Ross Stores Inc. | 0.40% | 7,820 | $1.2M | New |
| CTRE Caretrust REIT Inc. | 0.40% | 43,401 | $1.2M | New |
| KMX Carmax Inc. | 0.39% | 14,322 | $1.2M | New |
| NDSN Nordson Corp. | 0.39% | 5,567 | $1.2M | New |
| ADC Agree Realty Corp. | 0.39% | 16,497 | $1.2M | Add +70.3% |
| ALL Allstate Corp. | 0.39% | 5,991 | $1.2M | Reduce -0.1% |
| SYF Synchrony Financial | 0.39% | 17,627 | $1.1M | New |
| EME Emcor Group Inc. | 0.38% | 2,496 | $1.1M | Add +70.3% |
| TRMB Trimble Inc. | 0.38% | 15,761 | $1.1M | New |
| ESS Essex Property Trust Inc. | 0.37% | 3,810 | $1.1M | New |
| CRL Charles River Laboratories | 0.36% | 5,845 | $1.1M | Add +52.6% |
| CEG Constellation Energy | 0.36% | 4,812 | $1.1M | Add +30.5% |
| SHOP Shopify Inc. Class A | 0.36% | 10,008 | $1.1M | New |
| FDS Factset Research Systems Inc. | 0.36% | 2,204 | $1.1M | Add +123.5% |
| CTAS Cintas Corp. | 0.36% | 5,789 | $1.1M | Reduce -16.3% |
| SSB Southstate Bank Corp. | 0.35% | 10,345 | $1.0M | New |
| SNOW Snowflake Inc. | 0.34% | 6,449 | $996K | Reduce -29.5% |
| COO The Cooper Cos Inc. | 0.33% | 10,761 | $989K | New |
| FERG Ferguson Enterprises Inc. | 0.33% | 5,587 | $970K | Reduce -21.0% |
| GVA Granite Construction Inc. | 0.33% | 11,054 | $970K | New |
| CAKE The Cheesecake Factory Inc. | 0.33% | 20,394 | $967K | Add +203.8% |
| ACM Aecom | 0.33% | 9,026 | $964K | Add +240.6% |
| TEAM Atlassian Corp. Class A | 0.32% | 3,939 | $959K | Reduce -29.1% |
| FIVE Five Below | 0.32% | 9,129 | $958K | Add +142.6% |
| QCOM Qualcomm Inc. | 0.32% | 6,169 | $948K | New |
| IBKR Interactive Brokers Gro Class A | 0.32% | 5,307 | $938K | New |
| COST Costco Wholesale Corp. | 0.31% | 1,006 | $922K | Add +236.4% |
| CL Colgate-Palmolive Co. | 0.31% | 10,137 | $922K | Add +89.6% |
| RCL Royal Caribbean Cruises Ltd. | 0.31% | 3,993 | $921K | Reduce -22.8% |
| STZ Constellation Brands Inc. Class A | 0.31% | 4,122 | $911K | New |
| AXSM Axsome Therapeutics Inc. | 0.30% | 10,555 | $893K | New |
| MRVL Marvell Technology Inc. | 0.30% | 8,033 | $887K | New |
| CLX Clorox Company | 0.30% | 5,441 | $884K | New |
| OSK Oshkosh Corp. | 0.30% | 9,285 | $883K | Reduce -5.6% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.30% | 7,977 | $878K | New |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.30% | 8,340 | $877K | New |
| AXTA Axalta Coating Systems Ltd. | 0.29% | 25,488 | $872K | Add +15.6% |
| TPR Tapestry Inc. | 0.29% | 13,275 | $867K | Add +37.8% |
| LIN Linde PLC | 0.29% | 2,064 | $864K | New |
| IDCC Interdigital Inc. | 0.29% | 4,429 | $858K | Add +23.4% |
| EAT Brinker International Inc. | 0.29% | 6,475 | $857K | Reduce -61.2% |
| CSCO Cisco Systems Inc. | 0.29% | 14,455 | $856K | New |
| ROP Roper Technologies Inc. | 0.29% | 1,631 | $848K | Reduce -13.5% |
| EPAM Epam Systems Inc. | 0.29% | 3,624 | $847K | Add +5.0% |
| NVS Novartis AG-Sponsored ADR | 0.28% | 8,655 | $842K | New |
| MSCI MSCI Inc. | 0.28% | 1,398 | $839K | Add +78.8% |
| TEL Te Connectivity PLC | 0.28% | 5,867 | $839K | New |
| ADBE Adobe Inc. | 0.28% | 1,882 | $837K | Add +46.7% |
| BALL Ball Corp. | 0.28% | 15,149 | $835K | Add +78.9% |
| WYNN WYNN Resorts Ltd. | 0.28% | 9,555 | $823K | Add +20.0% |
| PAYC Paycom Software Inc. | 0.28% | 4,013 | $823K | New |
| KEX Kirby Corp. | 0.28% | 7,753 | $820K | New |
Portfolio Sells Q3 2024 → Q4 2024
| WMT Walmart Inc. | Sold out | 0.00% | −0.89 |
| ALK Alaska Air Group Inc. | Sold out | 0.00% | −0.83 |
| FIS Fidelity National Info Serv | Sold out | 0.00% | −0.77 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.72 |
| ICE Intercontinental Exchange Inc. | Reduce -46.1% | 0.55% | −0.71 |
| SFM Sprouts Farmers Market Inc. | Reduce -73.0% | 0.24% | −0.63 |
| GOOGL Alphabet Inc. Class A | Reduce -48.5% | 0.65% | −0.62 |
| OKE Oneok Inc. | Sold out | 0.00% | −0.60 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.59 |
| MA Mastercard Inc. Class A | Reduce -44.4% | 0.61% | −0.56 |
| C Citigroup Inc. | Sold out | 0.00% | −0.56 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.53 |
| KSS Kohls Corp. | Reduce -59.0% | 0.16% | −0.52 |
| VICI Vici Properties Inc. | Sold out | 0.00% | −0.51 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.51 |
| VTR Ventas Inc. | Sold out | 0.00% | −0.49 |
| PSX Phillips 66 | Reduce -54.9% | 0.25% | −0.49 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.47 |
| SEE Sealed Air Corp. | Sold out | 0.00% | −0.46 |
| AVB Avalonbay Communities Inc. | Sold out | 0.00% | −0.45 |
| V Visa Inc. Class A | Reduce -47.3% | 0.50% | −0.44 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.44 |
| WING Wingstop Inc. | Reduce -76.7% | 0.07% | −0.43 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.43 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.43 |
| URBN Urban Outfitters Inc. | Sold out | 0.00% | −0.37 |
| W Wayfair Inc. Class A | Sold out | 0.00% | −0.36 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.36 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.35 |
| AXP American Express Co. | Sold out | 0.00% | −0.35 |
| TOL Toll Brothers Inc. | Sold out | 0.00% | −0.35 |
| GPC Genuine Parts Co. | Sold out | 0.00% | −0.34 |
| AN Autonation Inc. | Reduce -67.6% | 0.12% | −0.33 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.32 |
| INTC Intel Corp. | Sold out | 0.00% | −0.32 |
| LVS Las Vegas Sands Corp. | Reduce -58.3% | 0.19% | −0.32 |
| COR Cencora Inc. | Reduce -64.0% | 0.15% | −0.32 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.32 |
| ROK Rockwell Automation Inc. | Sold out | 0.00% | −0.32 |
| LOGI Logitech International-Reg | Sold out | 0.00% | −0.32 |
| WIX Wix.com Ltd. | Sold out | 0.00% | −0.30 |
| PCOR Procore Technologies Inc. | Sold out | 0.00% | −0.30 |
| BHP BHP Group Ltd.-Spon ADR | Sold out | 0.00% | −0.29 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.29 |
| SKX Skechers USA Inc. Class A | Sold out | 0.00% | −0.29 |
| MO Altria Group Inc. | Sold out | 0.00% | −0.29 |
| HES Hess Corp. | Sold out | 0.00% | −0.29 |
| CFG Citizens Financial Group | Reduce -67.5% | 0.12% | −0.29 |
| BOOT Boot Barn Holdings Inc. | Sold out | 0.00% | −0.29 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.28 |
Portfolio Buys Q3 2024 → Q4 2024
| TJX TJX Companies Inc. | New | 1.16% | +1.16 |
| DIS The Walt Disney Co. | New | 1.00% | +1.00 |
| GIS General Mills Inc. | New | 0.91% | +0.91 |
| SLB SLB Ltd. | New | 0.74% | +0.74 |
| RSG Republic Services Inc. | New | 0.72% | +0.72 |
| EVRG Evergy Inc. | New | 0.70% | +0.70 |
| MSFT Microsoft Corp. | New | 0.64% | +0.64 |
| ARE Alexandria Real Estate Equit | New | 0.64% | +0.64 |
| LNG Cheniere Energy Inc. | New | 0.63% | +0.63 |
| CVNA Carvana Co. | Add +578.5% | 0.72% | +0.62 |
| VZ Verizon Communications Inc. | New | 0.60% | +0.60 |
| MTN Vail Resorts Inc. | New | 0.58% | +0.58 |
| ATO Atmos Energy Corp. | New | 0.52% | +0.52 |
| UNH Unitedhealth Group Inc. | New | 0.49% | +0.49 |
| PNW Pinnacle West Capital | Add +564.4% | 0.57% | +0.47 |
| TRGP Targa Resources Corp. | Add +182.9% | 0.69% | +0.46 |
| RBLX Roblox Corp. Class A | New | 0.44% | +0.44 |
| DKS Dick's Sporting Goods Inc. | New | 0.43% | +0.43 |
| NEM Newmont Corp. | New | 0.42% | +0.42 |
| PKG Packaging Corp. of America | New | 0.41% | +0.41 |
| KO The Coca-Cola Co. | New | 0.41% | +0.41 |
| XOM Exxon Mobil Corp. | New | 0.40% | +0.40 |
| ROST Ross Stores Inc. | New | 0.40% | +0.40 |
| WY Weyerhaeuser Co. | New | 0.40% | +0.40 |
| CTRE Caretrust REIT Inc. | New | 0.40% | +0.40 |
| KMX Carmax Inc. | New | 0.39% | +0.39 |
| NDSN Nordson Corp. | New | 0.39% | +0.39 |
| SYF Synchrony Financial | New | 0.39% | +0.39 |
| TRMB Trimble Inc. | New | 0.38% | +0.38 |
| DVN Devon Energy Corp. | Add +329.2% | 0.54% | +0.37 |
| ESS Essex Property Trust Inc. | New | 0.37% | +0.37 |
| DD Dupont DE Nemours Inc. | Add +224.2% | 0.62% | +0.37 |
| SHOP Shopify Inc. Class A | New | 0.36% | +0.36 |
| SSB Southstate Bank Corp. | New | 0.35% | +0.35 |
| COO The Cooper Cos Inc. | New | 0.33% | +0.33 |
| BG Bunge Global SA | Add +555.6% | 0.42% | +0.33 |
| GVA Granite Construction Inc. | New | 0.33% | +0.33 |
| TFC Truist Financial Corp. | Add +114.6% | 0.68% | +0.32 |
| QCOM Qualcomm Inc. | New | 0.32% | +0.32 |
| IBKR Interactive Brokers Gro Class A | New | 0.32% | +0.32 |
| STZ Constellation Brands Inc. Class A | New | 0.31% | +0.31 |
| AXSM Axsome Therapeutics Inc. | New | 0.30% | +0.30 |
| MRVL Marvell Technology Inc. | New | 0.30% | +0.30 |
| CLX Clorox Company | New | 0.30% | +0.30 |
| SJM The JM Smucker Co. | New | 0.30% | +0.30 |
| IRM Iron Mountain Inc. | New | 0.30% | +0.30 |
| LIN Linde PLC | New | 0.29% | +0.29 |
| AMT American Tower Corp. | Add +377.8% | 0.42% | +0.29 |
| CSCO Cisco Systems Inc. | New | 0.29% | +0.29 |
| NVS Novartis AG-Sponsored ADR | New | 0.28% | +0.28 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 486 | $379.5M | CL, KMB, TSN, STZ, EL |
| Q1 2026 | 503 | $402.3M | TTWO, TPG, STZ, AVGO, OVV |
| Q4 2025 | 492 | $397.8M | MSFT, STZ, ELF, MCD, LNG |
| Q3 2025 | 561 | $339.9M | LRCX, HON, ADSK, GWRE, V |
| Q2 2025 | 578 | $377.3M | MA, INTU, JBL, SCHW, CPB |
| Q1 2025 | 590 | $346.2M | DIS, MA, ICE, INTU, EQIX |
| Q4 2024 | 550 | $296.6M | TJX, DIS, GIS, SLB, CVNA |
| Q3 2024 | 501 | $259.4M | GOOGL, ICE, MA, V, WMT |
| Q2 2024 | 465 | $239.8M | MA, WMT, BAC, PG, PSX |
| Q1 2024 | 355 | $131.6M | INTU, HWM, V, WEN, UPS |