Bridgefront Capital, LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| E L F BEAUTY INC | 0 | 59,427 | +59,427 | 0 | 4,518,829 | +4,518,829 |
| MICROSOFT CORP | 0 | 10,910 | +10,910 | 0 | 5,276,294 | +5,276,294 |
| MCDONALDS CORP | 0 | 12,271 | +12,271 | 0 | 3,750,386 | +3,750,386 |
| GENERAL MLS INC | 0 | 74,236 | +74,236 | 0 | 3,451,974 | +3,451,974 |
| MONGODB INC | 0 | 7,839 | +7,839 | 0 | 3,289,950 | +3,289,950 |
| MONSTER BEVERAGE CORP NEW | 0 | 38,176 | +38,176 | 0 | 2,926,954 | +2,926,954 |
| VEEVA SYS INC | 0 | 12,790 | +12,790 | 0 | 2,855,112 | +2,855,112 |
| PFIZER INC | 0 | 114,653 | +114,653 | 0 | 2,854,860 | +2,854,860 |
| FIVE BELOW INC | 0 | 17,208 | +17,208 | 0 | 3,241,299 | +3,241,299 |
| SUN CMNTYS INC | 0 | 22,469 | +22,469 | 0 | 2,784,134 | +2,784,134 |
| CONSTELLATION BRANDS INC | 0 | 33,585 | +33,585 | 0 | 4,633,387 | +4,633,387 |
| ROSS STORES INC | 0 | 19,360 | +19,360 | 0 | 3,487,510 | +3,487,510 |
| PERRIGO CO PLC | 0 | 186,659 | +186,659 | 0 | 2,598,293 | +2,598,293 |
| WEST PHARMACEUTICAL SVSC INC | 0 | 9,348 | +9,348 | 0 | 2,572,009 | +2,572,009 |
| SHERWIN WILLIAMS CO | 0 | 7,812 | +7,812 | 0 | 2,531,322 | +2,531,322 |
| CHENIERE ENERGY INC | 0 | 19,217 | +19,217 | 0 | 3,735,593 | +3,735,593 |
| HARLEY DAVIDSON INC | 0 | 113,064 | +113,064 | 0 | 2,316,681 | +2,316,681 |
| BUILDERS FIRSTSOURCE INC | 0 | 26,429 | +26,429 | 0 | 2,719,280 | +2,719,280 |
| MOTOROLA SOLUTIONS INC | 0 | 5,967 | +5,967 | 0 | 2,287,270 | +2,287,270 |
| APPLE INC | 0 | 8,413 | +8,413 | 0 | 2,287,158 | +2,287,158 |
| PRESTIGE CONSMR HEALTHCARE I | 0 | 36,123 | +36,123 | 0 | 2,228,428 | +2,228,428 |
| MONDELEZ INTL INC | 0 | 40,919 | +40,919 | 0 | 2,202,670 | +2,202,670 |
| TETRA TECH INC NEW | 0 | 63,878 | +63,878 | 0 | 2,142,468 | +2,142,468 |
| OKTA INC | 0 | 24,326 | +24,326 | 0 | 2,103,469 | +2,103,469 |
| MOLSON COORS BEVERAGE CO | 0 | 41,686 | +41,686 | 0 | 1,945,902 | +1,945,902 |
| AGILENT TECHNOLOGIES INC | 0 | 24,011 | +24,011 | 0 | 3,267,177 | +3,267,177 |
| TERADYNE INC | 0 | 9,876 | +9,876 | 0 | 1,911,599 | +1,911,599 |
| WEC ENERGY GROUP INC | 0 | 17,806 | +17,806 | 0 | 1,877,821 | +1,877,821 |
| MARSH & MCLENNAN COS INC | 0 | 16,070 | +16,070 | 0 | 2,981,306 | +2,981,306 |
| THE TRADE DESK INC | 0 | 56,730 | +56,730 | 0 | 2,153,471 | +2,153,471 |
| OTIS WORLDWIDE CORP | 0 | 20,551 | +20,551 | 0 | 1,795,130 | +1,795,130 |
| WENDYS CO | 0 | 220,361 | +220,361 | 0 | 1,835,607 | +1,835,607 |
| BLOCK H & R INC | 0 | 39,496 | +39,496 | 0 | 1,721,236 | +1,721,236 |
| ALPHABET INC | 0 | 5,352 | +5,352 | 0 | 1,679,458 | +1,679,458 |
| ENERGIZER HLDGS INC NEW | 0 | 106,575 | +106,575 | 0 | 2,119,777 | +2,119,777 |
| RUBRIK INC. | 0 | 28,164 | +28,164 | 0 | 2,153,983 | +2,153,983 |
| CUMMINS INC | 0 | 3,170 | +3,170 | 0 | 1,618,127 | +1,618,127 |
| HCA HEALTHCARE INC | 0 | 3,349 | +3,349 | 0 | 1,563,514 | +1,563,514 |
| LUMENTUM HLDGS INC | 0 | 4,187 | +4,187 | 0 | 1,543,286 | +1,543,286 |
| REYNOLDS CONSUMER PRODS INC | 0 | 66,741 | +66,741 | 0 | 1,529,704 | +1,529,704 |
| MORGAN STANLEY | 0 | 8,559 | +8,559 | 0 | 1,519,479 | +1,519,479 |
| GLOBANT S A | 0 | 22,779 | +22,779 | 0 | 1,489,063 | +1,489,063 |
| UNITEDHEALTH GROUP INC | 0 | 4,481 | +4,481 | 0 | 1,479,223 | +1,479,223 |
| AMERICAN HEALTHCARE REIT INC | 0 | 53,740 | +53,740 | 0 | 2,529,004 | +2,529,004 |
| CVS HEALTH CORP | 0 | 18,071 | +18,071 | 0 | 1,434,115 | +1,434,115 |
| PRUDENTIAL FINL INC | 0 | 16,278 | +16,278 | 0 | 1,837,461 | +1,837,461 |
| DOXIMITY INC | 0 | 31,020 | +31,020 | 0 | 1,373,566 | +1,373,566 |
| NORTHERN OIL & GAS INC | 0 | 75,157 | +75,157 | 0 | 1,613,621 | +1,613,621 |
| DATADOG INC | 0 | 9,822 | +9,822 | 0 | 1,335,694 | +1,335,694 |
| FMC CORP | 0 | 95,546 | +95,546 | 0 | 1,325,223 | +1,325,223 |
| GODADDY INC | 0 | 13,249 | +13,249 | 0 | 1,643,936 | +1,643,936 |
| CENTENE CORP DEL | 0 | 30,991 | +30,991 | 0 | 1,275,280 | +1,275,280 |
| EATON CORP PLC | 0 | 4,817 | +4,817 | 0 | 1,534,263 | +1,534,263 |
| BLACKROCK INC | 0 | 1,182 | +1,182 | 0 | 1,265,142 | +1,265,142 |
| THE CIGNA GROUP | 0 | 5,683 | +5,683 | 0 | 1,564,132 | +1,564,132 |
| IDEAYA BIOSCIENCES INC | 0 | 36,205 | +36,205 | 0 | 1,251,607 | +1,251,607 |
| DELL TECHNOLOGIES INC | 0 | 9,896 | +9,896 | 0 | 1,245,708 | +1,245,708 |
| REVOLUTION MEDICINES INC | 0 | 15,556 | +15,556 | 0 | 1,239,035 | +1,239,035 |
| UNITED PARCEL SERVICE INC | 0 | 12,304 | +12,304 | 0 | 1,220,434 | +1,220,434 |
| AKAMAI TECHNOLOGIES INC | 0 | 13,914 | +13,914 | 0 | 1,213,997 | +1,213,997 |
| FORMFACTOR INC | 0 | 21,280 | +21,280 | 0 | 1,186,998 | +1,186,998 |
| HILTON WORLDWIDE HLDGS INC | 0 | 4,131 | +4,131 | 0 | 1,186,630 | +1,186,630 |
| NVIDIA CORPORATION | 0 | 12,317 | +12,317 | 0 | 2,297,121 | +2,297,121 |
| PERMIAN RESOURCES CORP | 0 | 84,338 | +84,338 | 0 | 1,183,262 | +1,183,262 |
| SONY GROUP CORP | 0 | 46,182 | +46,182 | 0 | 1,182,259 | +1,182,259 |
| SERVICENOW INC | 0 | 10,021 | +10,021 | 0 | 1,535,117 | +1,535,117 |
| TE CONNECTIVITY PLC | 0 | 9,561 | +9,561 | 0 | 2,175,223 | +2,175,223 |
| PAYPAL HLDGS INC | 0 | 19,987 | +19,987 | 0 | 1,166,841 | +1,166,841 |
| NETFLIX INC | 0 | 18,195 | +18,195 | 0 | 1,705,963 | +1,705,963 |
| KRAFT HEINZ CO | 0 | 46,826 | +46,826 | 0 | 1,135,531 | +1,135,531 |
| MICRON TECHNOLOGY INC | 0 | 6,551 | +6,551 | 0 | 1,869,721 | +1,869,721 |
| COUPANG INC | 0 | 47,735 | +47,735 | 0 | 1,126,069 | +1,126,069 |
| GLOBALFOUNDRIES INC | 0 | 32,200 | +32,200 | 0 | 1,124,424 | +1,124,424 |
| HOWMET AEROSPACE INC | 0 | 5,470 | +5,470 | 0 | 1,121,459 | +1,121,459 |
| ARM HOLDINGS PLC | 0 | 10,125 | +10,125 | 0 | 1,106,764 | +1,106,764 |
| EXPAND ENERGY CORPORATION | 0 | 10,017 | +10,017 | 0 | 1,105,476 | +1,105,476 |
| CHEVRON CORP NEW | 0 | 7,136 | +7,136 | 0 | 1,087,598 | +1,087,598 |
| SANMINA CORPORATION | 0 | 7,245 | +7,245 | 0 | 1,087,257 | +1,087,257 |
| ETSY INC | 0 | 24,431 | +24,431 | 0 | 1,354,455 | +1,354,455 |
| HUNTSMAN CORP | 0 | 106,580 | +106,580 | 0 | 1,065,800 | +1,065,800 |
| CMS ENERGY CORP | 0 | 25,365 | +25,365 | 0 | 1,773,774 | +1,773,774 |
| LEONARDO DRS INC | 0 | 30,687 | +30,687 | 0 | 1,046,120 | +1,046,120 |
| MARKETAXESS HLDGS INC | 0 | 12,659 | +12,659 | 0 | 2,294,444 | +2,294,444 |
| UNITED THERAPEUTICS CORP DEL | 0 | 4,475 | +4,475 | 0 | 2,180,444 | +2,180,444 |
| STIFEL FINL CORP | 0 | 8,334 | +8,334 | 0 | 1,043,583 | +1,043,583 |
| AMERICAN AIRLS GROUP INC | 0 | 65,901 | +65,901 | 0 | 1,010,262 | +1,010,262 |
| AVNET INC | 0 | 39,876 | +39,876 | 0 | 1,917,238 | +1,917,238 |
| WARRIOR MET COAL INC | 0 | 11,346 | +11,346 | 0 | 1,000,377 | +1,000,377 |
| CONAGRA BRANDS INC | 0 | 87,788 | +87,788 | 0 | 1,519,610 | +1,519,610 |
| CROWN HLDGS INC | 0 | 9,383 | +9,383 | 0 | 966,168 | +966,168 |
| HORMEL FOODS CORP | 0 | 40,744 | +40,744 | 0 | 965,633 | +965,633 |
| ACUITY INC | 0 | 2,656 | +2,656 | 0 | 956,266 | +956,266 |
| PALANTIR TECHNOLOGIES INC | 0 | 7,929 | +7,929 | 0 | 1,409,380 | +1,409,380 |
| TOPGOLF CALLAWAY BRANDS CORP | 0 | 94,036 | +94,036 | 0 | 1,097,400 | +1,097,400 |
| CACI INTL INC | 0 | 1,723 | +1,723 | 0 | 918,032 | +918,032 |
| CARNIVAL CORP | 0 | 49,818 | +49,818 | 0 | 1,521,442 | +1,521,442 |
| MSCI INC | 0 | 1,564 | +1,564 | 0 | 897,314 | +897,314 |
| RALPH LAUREN CORP | 0 | 5,250 | +5,250 | 0 | 1,856,453 | +1,856,453 |
| PG&E CORP | 0 | 78,325 | +78,325 | 0 | 1,258,683 | +1,258,683 |
| NU HLDGS LTD | 0 | 84,361 | +84,361 | 0 | 1,412,203 | +1,412,203 |