Bayhunt Capital Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Bayhunt Capital Llc disclosed 23 stock positions valued at approximately $77.10M as of quarter-end June 30, 2026. The largest holdings include AMERICAN HEALTHCARE REIT INC, AMERICAN HOMES 4 RENT, and VENTAS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 23
- Portfolio Value
- $77.10M
Holdings by Sector
Bayhunt Capital Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMERICAN HEALTHCARE REIT INC | AHR | Real Estate | 9.17% | 150,189 | -67,229 | -30.92% | $7,067,894 |
| AMERICAN HOMES 4 RENT | AMH | Real Estate | 8.40% | 201,838 | -259,903 | -56.29% | $6,479,000 |
| VENTAS INC | VTR | Real Estate | 7.77% | 77,424 | +42,324 | +120.58% | $5,991,069 |
| BRIXMOR PPTY GROUP INC | BRX | Real Estate | 7.52% | 221,236 | -155,657 | -41.30% | $5,800,808 |
| WELLTOWER INC | WELL | Real Estate | 6.98% | 29,003 | -28,668 | -49.71% | $5,383,247 |
| STAG INDUSTRIAL INC | STAG | Real Estate | 5.78% | 121,296 | -38,515 | -24.10% | $4,458,841 |
| MACERICH CO | MAC | Real Estate | 5.72% | 239,064 | +239,064 | +100.00% | $4,413,121 |
| EXTRA SPACE STORAGE INC | EXR | Real Estate | 5.39% | 31,894 | +2,871 | +9.89% | $4,153,237 |
| LENNAR CORP | LEN | Consumer Cyclical | 3.99% | 29,936 | +29,936 | +100.00% | $3,077,421 |
| URBAN EDGE PPTYS | UE | Real Estate | 3.84% | 154,190 | -289,702 | -65.26% | $2,958,906 |
| AMERICOLD REALTY TRUST INC | COLD | Real Estate | 3.83% | 229,378 | -155,215 | -40.36% | $2,949,801 |
| KILROY REALTY CORP | KRC | Real Estate | 3.67% | 75,646 | -31,246 | -29.23% | $2,826,891 |
| DOUGLAS EMMETT INC | DEI | Real Estate | 3.44% | 241,209 | -123,817 | -33.92% | $2,650,887 |
| HIGHWOODS PPTYS INC | HIW | Real Estate | 3.33% | 99,315 | -72,635 | -42.24% | $2,564,313 |
| ALEXANDRIA REAL ESTATE EQ IN | ARE | Real Estate | 3.21% | 50,612 | -16,320 | -24.38% | $2,476,951 |
| CENTURY COMMUNITIES INC | CCS | Real Estate | 3.07% | 39,817 | +39,817 | +100.00% | $2,363,139 |
| MERITAGE HOMES CORP | MTH | Consumer Cyclical | 2.90% | 33,963 | -86,434 | -71.79% | $2,234,765 |
| UDR INC | UDR | Real Estate | 2.36% | 49,511 | -172,071 | -77.66% | $1,816,063 |
| EQUITY RESIDENTIAL | EQR | Real Estate | 2.35% | 28,747 | -92,031 | -76.20% | $1,812,211 |
| DIGITAL RLTY TR INC | DLR | Real Estate | 2.34% | 11,644 | +11,644 | +100.00% | $1,801,443 |
| ESSENTIAL PPTYS RLTY TR INC | EPRT | Real Estate | 2.20% | 57,279 | -95,428 | -62.49% | $1,698,895 |
| M/I HOMES INC | MHO | Consumer Cyclical | 1.93% | 11,640 | +11,640 | +100.00% | $1,489,338 |
| FIRST INDL RLTY TR INC | FR | Real Estate | 0.81% | 10,970 | +10,970 | +100.00% | $628,252 |
Showing 23 of 23 holdings in the latest reporting period.