Stock Taper

BAYFOREST CAPITAL LTD

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Lithia Motors, Inc.LAD390$113.29K
Ichor Holdings, Ltd.ICHR384$43.12K
Talen Energy CorporationTLN382$146.79K
Roku, Inc.ROKU380$52.49K
The Williams Companies, Inc.WMB378$28.1K
Tradeweb Markets Inc.TW375$37.37K
Carrier Global CorporationCARR374$27.43K
Crescent Energy CompanyCRGY368$3.61K
US Foods Holding Corp.USFD367$37.53K
Arm Holdings plc American Depositary SharesARM366$129.77K
Cheniere Energy, Inc.LNG361$86.28K
The J. M. Smucker CompanySJM355$39.94K
C.H. Robinson Worldwide, Inc.CHRW352$66.3K
McDonald's CorporationMCD351$94.88K
Ralph Lauren CorporationRL349$140.09K
Dover CorporationDOV348$78.05K
H World Group LimitedHTHT341$14.23K
Teradyne, Inc.TER340$164.51K
Ciena CorporationCIEN339$166.3K
Silicon Laboratories Inc.SLAB334$73K