DOSSIER · 13F-HR · Q2 2026
Bayhunt Capital LLC
$77M in tracked AUM across 23 positions as of Q2 2026.
BC
CIK 0002058173 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
Bayhunt Capital LLC presents a highly concentrated, specialized institutional portfolio with a total value of $181.11 million as of the report date. The fund maintains a focused strategy, holding a total of 18 positions. A defining characteristic of this portfolio is its "bar-belling" approach to position sizing. The top seven holdings are weighted remarkably uniformly, ranging between 8.18% and 6.90% of the total portfolio. This creates a very flat top-heavy structure, su...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.