Fund HoldingsBridgefront Capital, LLC

Total Portfolio Value
$132.47M
Total Bought
$96.58M
Total Sold
$107.26M
Net Transaction
-$10.67M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
FIVE BELOW INC(FIVE)07,970+7,97001,6991.28%+1,699
RALPH LAUREN CORP(RL)3,50812,330+8,8224071,7781.34%+1,371
STARBUCKS CORP(SBUX)016,026+16,02601,5391.16%+1,539
EQUIFAX INC(EFX)05,150+5,15001,2740.96%+1,274
HUMANA INC(HUM)03,273+3,27301,4981.13%+1,498
SNAP ON INC(SNA)03,873+3,87301,1190.84%+1,119
ALTRIA GROUP INC(MO)024,339+24,33909820.74%+982
HERSHEY CO(HSY)05,216+5,21609720.73%+972
SYNOPSYS INC(SNPS)01,847+1,84709510.72%+951
AON PLC(AON)03,232+3,23209410.71%+941
OWENS CORNING NEW(OC)06,141+6,14109100.69%+910
OREILLY AUTOMOTIVE INC(ORLY)0924+92408780.66%+878
KOHLS CORP(KSS)029,936+29,93608590.65%+859
SERVICE CORP INTL(SCI)012,452+12,45208520.64%+852
SYSCO CORP(SYY)011,502+11,50208410.63%+841
CORNING INC(GLW)026,702+26,70208130.61%+813
OCCIDENTAL PETE CORP(OXY)012,775+12,77507630.58%+763
CAESARS ENTERTAINMENT INC NE(CZR)016,265+16,26507630.58%+763
TEXAS ROADHOUSE INC(TXRH)06,019+6,01907360.56%+736
META PLATFORMS INC(META)02,020+2,02007150.54%+715
AMPHENOL CORP NEW07,191+7,19107130.54%+713
PULTE GROUP INC(PHM)06,856+6,85607080.53%+708
FORTIVE CORP(FTV)09,335+9,33506870.52%+687
MINISO GROUP HLDG LTD(MNSO)033,297+33,29706790.51%+679
EVEREST GROUP LTD(EG)01,885+1,88506660.50%+666
US BANCORP DEL(USB)015,177+15,17706570.50%+657
FIFTH THIRD BANCORP(FITB)019,015+19,01506560.50%+656
TRUIST FINL CORP(TFC)017,711+17,71106540.49%+654
ULTA BEAUTY INC(ULTA)01,327+1,32706500.49%+650
GENPACT LIMITED
SHS
018,567+18,56706440.49%+644
FEDERAL RLTY INVT TR NEW(FRT)06,253+6,25306440.49%+644
CARDINAL HEALTH INC(CAH)06,383+6,38306430.49%+643
MOELIS & CO(MC)011,363+11,36306380.48%+638
ICICI BANK LIMITED(IBN)026,444+26,44406300.48%+630
REPUBLIC SVCS INC(RSG)03,790+3,79006250.47%+625
AMERICAN WTR WKS CO INC NEW04,593+4,59306060.46%+606
APPLOVIN CORP(APP)015,041+15,04105990.45%+599
RESMED INC(RMD)03,469+3,46905970.45%+597
AMETEK INC03,564+3,56405880.44%+588
REALTY INCOME CORP(O)010,071+10,07105780.44%+578
AKAMAI TECHNOLOGIES INC(AKAM)04,876+4,87605770.44%+577
BRITISH AMERN TOB PLC(BTI)019,626+19,62605750.43%+575
ARROW ELECTRS INC04,674+4,67405710.43%+571
KKR & CO INC(KKR)06,896+6,89605710.43%+571
MORGAN STANLEY(MS)06,088+6,08805680.43%+568
HOST HOTELS & RESORTS INC(HST)029,132+29,13205670.43%+567
NUCOR CORP(NUE)03,225+3,22505610.42%+561
CITIZENS FINL GROUP INC(CFG)016,875+16,87505590.42%+559
SMITH A O CORP(AOS)06,776+6,77605590.42%+559
BERRY GLOBAL GROUP INC08,054+8,05405430.41%+543
SERVICENOW INC(NOW)0761+76105380.41%+538
ORACLE CORP(ORCL)04,948+4,94805220.39%+522
SPOTIFY TECHNOLOGY S A(SPOT)02,765+2,76505200.39%+520
EASTGROUP PPTYS INC(EGP)02,829+2,82905190.39%+519
TRADEWEB MKTS INC(TW)05,650+5,65005130.39%+513
FIRST HORIZON CORPORATION(FHN)035,907+35,90705080.38%+508
UNITED RENTALS INC(URI)0881+88105050.38%+505
HOME DEPOT INC(HD)1,8933,093+1,2005721,0720.81%+500
LYFT INC(LYFT)033,195+33,19504980.38%+498
MOTOROLA SOLUTIONS INC(MSI)01,581+1,58104950.37%+495
SENSATA TECHNOLOGIES HLDG PL
SHS
012,762+12,76204790.36%+479
BAXTER INTL INC012,204+12,20404720.36%+472
EASTMAN CHEM CO(EMN)05,198+5,19804670.35%+467
TOAST INC(TOST)025,375+25,37504630.35%+463
INTERNATIONAL FLAVORS&FRAGRA(IFF)05,643+5,64304570.34%+457
VERISIGN INC03,926+3,92608090.61%+809
TJX COS INC NEW(TJX)07,079+7,07906640.50%+664
NUTRIEN LTD(NTR)07,799+7,79904390.33%+439
ZILLOW GROUP INC(Z)07,580+7,58004390.33%+439
FEDEX CORP(FDX)01,729+1,72904370.33%+437
VAIL RESORTS INC(MTN)02,037+2,03704350.33%+435
TARGET CORP(TGT)03,023+3,02304310.32%+431
AMERICAN FINL GROUP INC OHIO03,520+3,52004180.32%+418
COURSERA INC(COUR)021,507+21,50704170.31%+417
MACYS INC(M)020,648+20,64804150.31%+415
AIR LEASE CORP
CL A
09,549+9,54904000.30%+400
YUM CHINA HLDGS INC(YUMC)09,410+9,41003990.30%+399
FEDERATED HERMES INC(FHI)011,776+11,77603990.30%+399
COTERRA ENERGY INC015,621+15,62103990.30%+399
CALIFORNIA RES CORP(CRC)07,284+7,28403980.30%+398
ROLLINS INC(ROL)09,092+9,09203970.30%+397
FRANCO NEV CORP(FNV)03,424+3,42403790.29%+379
TEXTRON INC(TXT)04,686+4,68603770.28%+377
DOLLAR TREE INC(DLTR)04,918+4,91806990.53%+699
AES CORP(AES)031,336+31,33606030.46%+603
CERIDIAN HCM HLDG INC05,553+5,55303730.28%+373
MOLINA HEALTHCARE INC(MOH)01,030+1,03003720.28%+372
HOWARD HUGHES HOLDINGS INC(HHH)04,327+4,32703700.28%+370
ANSYS INC01,014+1,01403680.28%+368
DELL TECHNOLOGIES INC(DELL)5,4719,699+4,2283777420.56%+365
NETAPP INC(NTAP)04,127+4,12703640.27%+364
CROWDSTRIKE HLDGS INC(CRWD)01,416+1,41603620.27%+362
INSULET CORP(PODD)01,643+1,64303560.27%+356
CIENA CORP(CIEN)07,856+7,85603540.27%+354
HOWMET AEROSPACE INC(HWM)06,528+6,52803530.27%+353
WEC ENERGY GROUP INC(WEC)08,150+8,15006860.52%+686
CLOROX CO DEL(CLX)02,460+2,46003510.26%+351
IDACORP INC(IDA)03,493+3,49303430.26%+343
IMMUNOGEN INC011,509+11,50903410.26%+341
MANULIFE FINL CORP(MFC)015,438+15,43803410.26%+341
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