Bayhunt Capital LLC Portfolio Holdings

Bayhunt Capital LLC

  • $181 Billion
  • Q4 2025

Bayhunt Capital LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $181 Billion distributed in 18 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Homes 4 Rent with a value of $14.8B, Gaming & Leisure Properties, Inc. with a value of $14.8B, Brixmor Property Group Inc. with a value of $14.8B, Extra Space Storage Inc. with a value of $14.7B, and Highwoods Properties, Inc. with a value of $13.1B.

Examining the 13F form we can see an increase of $181B in the current position value.

Bayhunt Capital LLC is based out at Mill Valley, CA

Below you can find more details about Bayhunt Capital LLC portfolio as well as his latest detailed transactions.

Portfolio value $181 Billion
Real Estate: $152 Billion
Consumer Cyclical: $12.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.1B
$14.8 Billion 8.18% of portfolio
461,741
Q4 2025 New
$11.5B
$14.8 Billion 8.18% of portfolio
331,409
Q4 2025 New
$6.81B
$14.8 Billion 8.17% of portfolio
564,195
Q4 2025 New
$17.8B
$14.7 Billion 8.09% of portfolio
112,504
Q4 2025 New
$3.07B
$13.1 Billion 7.25% of portfolio
508,311
Q4 2025 New
$59.8B
$12.7 Billion 7.02% of portfolio
68,682
Q4 2025 New
$31.2B
$12.5 Billion 6.9% of portfolio
161,392
Q4 2025 New
$2.23B
$10.4 Billion 5.76% of portfolio
543,495
Q4 2025 New
American Healthcare Reit
-
$10.4 Billion 5.75% of portfolio
-
Q4 2025 New
$6.89B
$10.3 Billion 5.7% of portfolio
280,810
Q4 2025 New
$15.1B
$8.62 Billion 4.76% of portfolio
62,044
Q4 2025 New
$2.91B
$8.42 Billion 4.65% of portfolio
654,702
Q4 2025 New
$2.44B
$7.92 Billion 4.37% of portfolio
120,397
Q4 2025 New
$8.3B
$6.87 Billion 3.79% of portfolio
140,428
Q4 2025 New
$7.7B
$6.29 Billion 3.47% of portfolio
35,326
Q4 2025 New
Healthcare Rlty Tr
-
$6.22 Billion 3.43% of portfolio
-
Q4 2025 New
$2.09B
$4.01 Billion 2.22% of portfolio
365,026
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 18
  • Current Value $181 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 18 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Bayhunt Capital LLC Portfolio

Follow Bayhunt Capital LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bayhunt Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bayhunt Capital LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email