Bridgefront Capital, LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$339.9B

Holdings

561

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (561 positions)

StockValue
LRCXLAM RESEARCH CORP
$4.4M
HONHONEYWELL INTL INC
$3.1M
ADSKAUTODESK INC
$3.1M
GWREGUIDEWIRE SOFTWARE INC
$2.6M
VVISA INC
$2.6M
MOALTRIA GROUP INC
$2.6M
BSXBOSTON SCIENTIFIC CORP
$2.6M
TSNTYSON FOODS INC
$2.5M
TRVCCITIGROUP INC
$2.4M
PGPROCTER AND GAMBLE CO
$2.3M
KDPKEURIG DR PEPPER INC
$2.3M
IFFINTERNATIONAL FLAVORS&FRAGRA
$2.1M
RHCRH PLC
$2.0M
GENGEN DIGITAL INC
$1.9M
ADIANALOG DEVICES INC
$1.9M
STZCONSTELLATION BRANDS INC
$1.9M
MTZMASTEC INC
$1.7M
ZSZSCALER INC
$1.7M
VRTVERTIV HOLDINGS CO
$1.7M
MSFTMICROSOFT CORP
$1.7M
BRBRBELLRING BRANDS INC
$1.7M
PCTYPAYLOCITY HLDG CORP
$1.7M
COFCAPITAL ONE FINL CORP
$1.7M
BAXBAXTER INTL INC
$1.6M
HASHASBRO INC
$1.6M
NOCNORTHROP GRUMMAN CORP
$1.6M
CAHCARDINAL HEALTH INC
$1.6M
MCOMOODYS CORP
$1.6M
PATHUIPATH INC
$1.5M
JCIJOHNSON CTLS INTL PLC
$1.5M
BMYBRISTOL-MYERS SQUIBB CO
$1.5M
DHRDANAHER CORPORATION
$1.5M
DOVDOVER CORP
$1.5M
ANETARISTA NETWORKS INC
$1.5M
FERGFERGUSON ENTERPRISES INC
$1.5M
ADBEADOBE INC
$1.4M
CPBTHE CAMPBELLS COMPANY
$1.4M
AMZNAMAZON COM INC
$1.4M
TWTRADEWEB MKTS INC
$1.4M
ADCAGREE RLTY CORP
$1.4M
IOTSAMSARA INC
$1.4M
FISVFISERV INC
$1.4M
EQIXEQUINIX INC
$1.4M
ARMKARAMARK
$1.4M
ABBVABBVIE INC
$1.4M
AMTAMERICAN TOWER CORP NEW
$1.3M
AG8AGILENT TECHNOLOGIES INC
$1.3M
JBLJABIL INC
$1.3M
CMCSACOMCAST CORP NEW
$1.3M
METAMETA PLATFORMS INC
$1.3M
CPAYCORPAY INC
$1.3M
EMEEMCOR GROUP INC
$1.3M
ELLAUDER ESTEE COS INC
$1.3M
MKTXMARKETAXESS HLDGS INC
$1.2M
USFDUS FOODS HLDG CORP
$1.2M
WABWABTEC
$1.2M
TAKTAKEDA PHARMACEUTICAL CO LTD
$1.2M
LNGCHENIERE ENERGY INC
$1.2M
AMKRAMKOR TECHNOLOGY INC
$1.2M
AESAES CORP
$1.2M
ESTCELASTIC N V
$1.2M
PPCPILGRIMS PRIDE CORP
$1.2M
MRSHMARSH & MCLENNAN COS INC
$1.2M
PSTGPURE STORAGE INC
$1.2M
JNJJOHNSON & JOHNSON
$1.2M
HPEHEWLETT PACKARD ENTERPRISE C
$1.2M
CRCRANE COMPANY
$1.2M
SCHWSCHWAB CHARLES CORP
$1.1M
UTHUNITED THERAPEUTICS CORP DEL
$1.1M
WDCWESTERN DIGITAL CORP
$1.1M
KOCOCA COLA CO
$1.1M
NVDANVIDIA CORPORATION
$1.1M
ALLYALLY FINL INC
$1.1M
PGRPROGRESSIVE CORP
$1.1M
ARANTERO RESOURCES CORP
$1.1M
ALSNALLISON TRANSMISSION HLDGS I
$1.1M
AHRAMERICAN HEALTHCARE REIT INC
$1.1M
INVHINVITATION HOMES INC
$1.1M
BLDTOPBUILD CORP
$1.1M
GDGENERAL DYNAMICS CORP
$1.1M
UALUNITED AIRLS HLDGS INC
$1.0M
PNWPINNACLE WEST CAP CORP
$1.0M
NKENIKE INC
$1.0M
VNOVORNADO RLTY TR
$1.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.0M
DVDOUBLEVERIFY HLDGS INC
$1.0M
VLTOVERALTO CORP
$1.0M
UPWKUPWORK INC
$1.0M
GLGLOBE LIFE INC
$1.0M
TELTE CONNECTIVITY PLC
$1.0M
RPMRPM INTL INC
$1.0M
PFGCPERFORMANCE FOOD GROUP CO
$988K
CUBECUBESMART
$983K
DINOHF SINCLAIR CORP
$970K
ACLSAXCELIS TECHNOLOGIES INC
$966K
RLRALPH LAUREN CORP
$964K
GMGENERAL MTRS CO
$960K
PTCPTC INC
$959K
ZWSZURN ELKAY WATER SOLNS CORP
$959K
MTNVAIL RESORTS INC
$952K
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