account_balance
Investment manager · 13F filer · SEC CIK 2048423
Bayforest Capital Ltd
Reported value$67.6Mas of Sep 30, 2026
Positions854 341 new, 404 sold out
Top 10 weight4.8%MRP alone is 1%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MRPMillrose Properties, Inc.
0.6%
JXNJackson Financial Inc.
0.5%Trimmed −21%
JEFJefferies Financial Group Inc.
0.5%New
SWKStanley Black & Decker, Inc.
0.5%Added +314%
PBFPBF Energy Inc.
0.5%New
KMXCarMax Inc
0.5%Trimmed −9%
SNDXSyndax Pharmaceuticals Inc
0.4%Added +411%
RCUSArcus Biosciences, Inc.
0.4%Trimmed −10%
SYNASynaptics Inc
0.4%New
RELYRemitly Global, Inc.
0.4%Added +136%
CRGYCrescent Energy Co
0.4%Added +6060%
BANDBandwidth Inc.
0.4%Trimmed −29%
MRPMillrose Properties, Inc.
0.6%
JXNJackson Financial Inc.
0.5%−21%
JEFJefferies Financial Group Inc.
0.5%
SWKStanley Black & Decker, Inc.
0.5%+314%
PBFPBF Energy Inc.
0.5%New
KMXCarMax Inc
0.5%−9%
SNDXSyndax Pharmaceuticals Inc
0.4%
RCUSArcus Biosciences, Inc.
0.4%
SYNASynaptics Inc
0.4%
RELYRemitly Global, Inc.
0.4%
CRGYCrescent Energy Co
0.4%
BANDBandwidth Inc.
0.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MRP Millrose Properties, Inc. 0.6% HeldJXN Jackson Financial Inc. 0.5% Trimmed −21%JEF Jefferies Financial Group Inc. 0.5% NewSWK Stanley Black & Decker, Inc. 0.5% Added +314%PBF PBF Energy Inc. 0.5% NewKMX CarMax Inc 0.5% Trimmed −9%SNDX Syndax Pharmaceuticals Inc 0.4% Added +411%RCUS Arcus Biosciences, Inc. 0.4% Trimmed −10%SYNA Synaptics Inc 0.4% NewRELY Remitly Global, Inc. 0.4% Added +136%CRGY Crescent Energy Co 0.4% Added +6060%BAND Bandwidth Inc. 0.4% Trimmed −29%
What changed
Biggest moves since Jun 30, 2026
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