Bayhunt Capital LLC Portfolio Holdings by Sector
Bayhunt Capital LLC
- $181 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
REIT—Industrial | Real Estate
EXR STAG COLD EGP 4 stocks |
$39.7 Million
24.13% of portfolio
|
  4  
|
- |
  4  
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
BRX SPG UE 3 stocks |
$37.9 Million
23.07% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
HIW ARE DEI 3 stocks |
$24 Million
14.6% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
AMH MAA 2 stocks |
$23.4 Million
14.25% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
GLPI 1 stocks |
$14.8 Million
9.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
VTR 1 stocks |
$12.5 Million
7.59% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
MTH PHM 2 stocks |
$12.1 Million
7.36% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|