Bayhunt Capital LLC
CIK: 0002058173SEC EDGAR →
Portfolio Value
$181.1M
Holdings
18
As of
Q4 2025
New Positions
18
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMERICAN HOMES 4 RENT | 461,741 | $14.8M | 8.18% |
| 2 | GAMING & LEISURE PPTYS INC | 331,409 | $14.8M | 8.18% |
| 3 | BRIXMOR PPTY GROUP INC | 564,195 | $14.8M | 8.17% |
| 4 | EXTRA SPACE STORAGE INC | 112,504 | $14.7M | 8.09% |
| 5 | HIGHWOODS PPTYS INC | 508,311 | $13.1M | 7.25% |
| 6 | SIMON PPTY GROUP INC NEW | 68,682 | $12.7M | 7.02% |
| 7 | VENTAS INC | 161,392 | $12.5M | 6.90% |
| 8 | URBAN EDGE PPTYS | 543,495 | $10.4M | 5.76% |
| 9 | AMERICAN HEALTHCARE REIT | 221,399 | $10.4M | 5.75% |
| 10 | STAG INDL INC | 280,810 | $10.3M | 5.70% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Real Estate | 15 | $156.5M | 86.4% |
| Unknown | 1 | $12.5M | 6.9% |
| Consumer Cyclical | 2 | $12.1M | 6.7% |