Bayhunt Capital LLC

CIK 0002058173 · MILL VALLEY, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Bayhunt Capital LLC reported 23 positions worth $77.1M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: AHR (9.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$77.1M
2026 Q2
Positions
23
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
64.6%
Est. Net Flow (Q)
2026 Q2
10 / 23 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AHRAMERICAN HEALTHCARE REIT INCSH$7.1M9.17%150,189
2AMHAMERICAN HOMES 4 RENTSH$6.5M8.40%201,838
3VTRVENTAS INCSH$6.0M7.77%77,424
4BRXBRIXMOR PPTY GROUP INCSH$5.8M7.52%221,236
5WELLWELLTOWER INCSH$5.4M6.98%29,003
6STAGSTAG INDUSTRIAL INCSH$4.5M5.78%121,296
7MACMACERICH COSH$4.4M5.72%239,064
8EXREXTRA SPACE STORAGE INCSH$4.2M5.39%31,894
9LENLENNAR CORPSH$3.1M3.99%29,936
10UEURBAN EDGE PPTYSSH$3.0M3.84%154,190

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Bayhunt Capital LLC hold as of Q2 2026?

Bayhunt Capital LLC reported 23 positions worth $77.1M in its Q2 2026 13F filing. Largest positions: AHR (9.2%), AMH (8.4%), VTR (7.8%), BRX (7.5%) and WELL (7.0%).

What did Bayhunt Capital LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Bayhunt Capital LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.