StockDriftsStockDriftsTop 23 Bayhunt Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AHR | AMERICAN HEALTHCARE REIT INC | 9.17% | 150.2K | $7.1M | -30.92%(-67.23K) | $44.53(+20.35%) | 2026-06-30 | |
| AMH | AMERICAN HOMES 4 RENT | 8.4% | 201.8K | $6.5M | new | $32.67(+4.79%) | 2026-06-30 | |
| VTR | VENTAS INC | 7.77% | 77.4K | $6.0M | +120.58%(+42.32K) | $79.99(+12.88%) | 2026-06-30 | |
| BRX | BRIXMOR PPTY GROUP INC | 7.52% | 221.2K | $5.8M | -41.30%(-155.66K) | $26.95(+11.13%) | 2026-06-30 | |
| WELL | WELLTOWER INC | 6.98% | 29.0K | $5.4M | -49.71%(-28.67K) | $191.66(+22.32%) | 2026-06-30 | |
| STAG | STAG INDUSTRIAL INC | 5.78% | 121.3K | $4.5M | -24.10%(-38.52K) | $36.02(+2.57%) | 2026-06-30 | |
| MAC | MACERICH CO | 5.72% | 239.1K | $4.4M | new | $21.84(+12.87%) | 2026-06-30 | |
| EXR | EXTRA SPACE STORAGE INC | 5.39% | 31.9K | $4.2M | +9.89%(+2.87K) | $135.69(+9.39%) | 2026-06-30 | |
| LEN | LENNAR CORP | 3.99% | 29.9K | $3.1M | new | $87.68(-0.17%) | 2026-06-30 | |
| UE | URBAN EDGE PPTYS | 3.84% | 154.2K | $3.0M | -65.26%(-289.70K) | $19.83(+10.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +13.17% |
| Top 20 Holdings Unweighted | — | — | — | — | +13.69% |
Bayhunt Capital LLC reports $77.10M in US-listed equity holdings across 23 positions in its most recent 13F filing. Its largest disclosed positions are AHR (9.2%), AMH (8.4%) and VTR (7.8%). The top 20 holdings account for 95.06% of reported assets. Its disclosed equity book has returned +13.17% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bayhunt Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2058173). View Bayhunt Capital LLC’s 13F filings on SEC