Fund HoldingsBridgefront Capital, LLC

Total Portfolio Value
$402.32M
Total Bought
$286.57M
Total Sold
$278.94M
Net Transaction
+$7.64M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)021,658+21,65804,2771.06%+4,277
TPG INC(TPG)094,752+94,75203,8380.95%+3,838
OVINTIV INC(OVV)058,058+58,05803,4460.86%+3,446
KIMBERLY-CLARK CORP(KMB)035,582+35,58203,4330.85%+3,433
CLOROX CO DEL(CLX)032,222+32,22203,3390.83%+3,339
BROADCOM INC(AVGO)011,175+11,17503,4590.86%+3,459
LAMB WESTON HLDGS INC(LW)074,120+74,12003,1320.78%+3,132
KEYSIGHT TECHNOLOGIES INC(KEYS)010,911+10,91103,0810.77%+3,081
CELSIUS HLDGS INC(CELH)081,736+81,73602,9000.72%+2,900
AMGEN INC(AMGN)08,228+8,22802,8950.72%+2,895
EQT CORP(EQT)047,718+47,71803,0370.75%+3,037
HOST HOTELS & RESORTS INC(HST)0143,651+143,65102,7520.68%+2,752
AMERICAN INTL GROUP INC035,456+35,45602,6680.66%+2,668
PARKER-HANNIFIN CORP(PH)02,949+2,94902,6400.66%+2,640
LOCKHEED MARTIN CORP(LMT)04,366+4,36602,6390.66%+2,639
LINDE PLC(LIN)05,163+5,16302,5600.64%+2,560
APPLIED MATLS INC07,230+7,23002,4710.61%+2,471
TRANE TECHNOLOGIES PLC(TT)05,674+5,67402,3650.59%+2,365
SIMPLY GOOD FOODS CO(SMPL)0164,282+164,28202,3570.59%+2,357
ROYALTY PHARMA PLC(RPRX)048,362+48,36202,3200.58%+2,320
CBRE GROUP INC(CBRE)019,751+19,75102,6750.67%+2,675
DUPONT DE NEMOURS INC(DD)050,055+50,05502,2930.57%+2,293
BELLRING BRANDS INC(BRBR)0133,140+133,14002,1420.53%+2,142
GENERAL MTRS CO(GM)032,061+32,06102,3890.59%+2,389
CITIGROUP INC(C)018,447+18,44702,0920.52%+2,092
AMKOR TECHNOLOGY INC046,167+46,16702,0790.52%+2,079
CONSOLIDATED EDISON INC(ED)018,128+18,12802,0520.51%+2,052
ANALOG DEVICES INC(ADI)06,446+6,44602,0510.51%+2,051
MASTERCARD INCORPORATED(MA)04,085+4,08502,0410.51%+2,041
IDACORP INC(IDA)014,175+14,17502,0270.50%+2,027
TAPESTRY INC(TPR)013,493+13,49301,9040.47%+1,904
PORTLAND GEN ELEC CO(POR)035,676+35,67601,8830.47%+1,883
ELANCO ANIMAL HEALTH INC(ELAN)076,917+76,91701,8410.46%+1,841
PEPSICO INC(PEP)011,840+11,84001,8390.46%+1,839
THERMO FISHER SCIENTIFIC INC(TMO)03,644+3,64401,7910.45%+1,791
AGREE RLTY CORP036,356+36,35602,7410.68%+2,741
GEN DIGITAL INC(GEN)090,025+90,02501,6950.42%+1,695
DOLBY LABORATORIES INC(DLB)027,498+27,49801,6520.41%+1,652
NEWS CORP NEW(NWS)075,448+75,44801,8810.47%+1,881
LKQ CORP(LKQ)071,120+71,12002,0890.52%+2,089
CHIPOTLE MEXICAN GRILL INC(CMG)051,022+51,02201,6330.41%+1,633
PENTAIR PLC(PNR)018,597+18,59701,6200.40%+1,620
FRESHPET INC(FRPT)026,796+26,79601,5800.39%+1,580
ZOOMINFO TECHNOLOGIES INC(GTM)0261,578+261,57801,5640.39%+1,564
ARROW ELECTRS INC010,673+10,67301,5310.38%+1,531
PERMIAN RESOURCES CORP(PR)84,338126,866+42,5281,1832,7050.67%+1,522
INTUITIVE SURGICAL INC05,725+5,72502,6390.66%+2,639
AMPHENOL CORP016,768+16,76802,1190.53%+2,119
SL GREEN RLTY CORP(SLG)039,607+39,60701,4630.36%+1,463
HALLIBURTON CO(HAL)034,986+34,98601,3640.34%+1,364
CROWN HLDGS INC(CCK)9,38323,169+13,7869662,3230.58%+1,357
ELEVANCE HEALTH INC FORMERLY(ELV)04,632+4,63201,3560.34%+1,356
NASDAQ INC(NDAQ)015,683+15,68301,3310.33%+1,331
AMETEK INC08,270+8,27001,7730.44%+1,773
EXPAND ENERGY CORPORATION(EXE)10,01721,888+11,8711,1052,4030.60%+1,297
HF SINCLAIR CORP(DINO)020,793+20,79301,2970.32%+1,297
TRANSDIGM GROUP INC(TDG)01,108+1,10801,2840.32%+1,284
EMCOR GROUP INC(EME)01,734+1,73401,2800.32%+1,280
BROADRIDGE FINL SOLUTIONS IN(BR)07,798+7,79801,2670.31%+1,267
TORO CO017,173+17,17301,6050.40%+1,605
BEST BUY INC(BBY)019,117+19,11701,2270.31%+1,227
INVITATION HOMES INC(INVH)048,564+48,56401,2070.30%+1,207
BROADSTONE NET LEASE INC(BNL)065,804+65,80401,2020.30%+1,202
LYONDELLBASELL INDUSTRIES NV
SHS - A -
014,708+14,70801,1850.29%+1,185
AXON ENTERPRISE INC(AXON)02,765+2,76501,1740.29%+1,174
AUTOLIV INC(ALV)010,876+10,87601,1440.28%+1,144
AXIS CAP HLDGS LTD
SHS
014,498+14,49801,4700.37%+1,470
SLM CORP(SLM)053,077+53,07701,1360.28%+1,136
NOVARTIS AG(NVS)07,404+7,40401,1310.28%+1,131
BILL HOLDINGS INC029,187+29,18701,1180.28%+1,118
CLEVELAND-CLIFFS INC NEW(CLF)0132,230+132,23001,1170.28%+1,117
SS&C TECH HLDGS(SSNC)016,453+16,45301,1120.28%+1,112
OUTFRONT MEDIA INC(OUT)041,870+41,87001,1100.28%+1,110
BIOGEN INC(BIIB)06,010+6,01001,1020.27%+1,102
DARLING INGREDIENTS INC(DAR)017,580+17,58001,0870.27%+1,087
RHYTHM PHARMACEUTICALS INC(RYTM)012,495+12,49501,0870.27%+1,087
WELLS FARGO & CO(WFC)013,527+13,52701,0770.27%+1,077
STRIDE INC(LRN)011,935+11,93501,0520.26%+1,052
AFFILIATED MANAGERS GROUP03,760+3,76001,0400.26%+1,040
SANDISK CORP(SNDK)01,620+1,62001,0290.26%+1,029
COMFORT SYS USA INC(FIX)0738+73801,0180.25%+1,018
EPR PPTYS(EPR)033,006+33,00601,6490.41%+1,649
ALBERTSONS COS INC059,030+59,03001,0060.25%+1,006
NEWMONT CORP(NEM)09,247+9,24701,0010.25%+1,001
DOUBLEVERIFY HLDGS INC(DV)0105,263+105,26301,0000.25%+1,000
SMITH A O CORP(AOS)015,119+15,11909970.25%+997
MICRON TECHNOLOGY INC(MU)6,5518,485+1,9341,8702,8670.71%+997
ORACLE CORP(ORCL)06,692+6,69209840.24%+984
CG ONCOLOGY INC(CGON)014,401+14,40109750.24%+975
CORPAY INC(CPAY)03,344+3,34409730.24%+973
TYSON FOODS INC(TSN)014,883+14,88309540.24%+954
SCOTTS MIRACLE-GRO CO(SMG)015,602+15,60209490.24%+949
SCIENCE APPLICATIONS INTL CO(SAIC)09,968+9,96809460.24%+946
DYNATRACE INC(DT)039,351+39,35101,4550.36%+1,455
DISNEY WALT CO(DIS)09,489+9,48909150.23%+915
BLUE OWL CAPITAL INC(OBDC)099,280+99,28009060.23%+906
AMERICAN HOMES 4 RENT(AMH)032,440+32,44009060.23%+906
CARLISLE COS INC(CSL)02,700+2,70009010.22%+901
GE AEROSPACE(GE)05,418+5,41801,5370.38%+1,537
CSG SYS INTL INC010,470+10,47008370.21%+837
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