# Bayhunt Capital LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2058173. Source: https://holderbook.com/funds/2058173-bayhunt-capital-llc/

- Reported value: $77.1M
- Positions: 23
- Weight of the ten largest: 64.6%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| AMERICAN HEALTHCARE REIT INC | [AHR](https://holderbook.com/stocks/AHR/) | $7.1M | 150,189 | 9.2% | 3 |
| AMERICAN HOMES 4 RENT | [AMH](https://holderbook.com/stocks/AMH/) | $6.5M | 201,838 | 8.4% | 1 |
| VENTAS INC | [VTR](https://holderbook.com/stocks/VTR/) | $6.0M | 77,424 | 7.8% | 3 |
| BRIXMOR PPTY GROUP INC | [BRX](https://holderbook.com/stocks/BRX/) | $5.8M | 221,236 | 7.5% | 3 |
| WELLTOWER INC | [WELL](https://holderbook.com/stocks/WELL/) | $5.4M | 29,003 | 7.0% | 2 |
| STAG INDUSTRIAL INC | [STAG](https://holderbook.com/stocks/STAG/) | $4.5M | 121,296 | 5.8% | 3 |
| MACERICH CO | [MAC](https://holderbook.com/stocks/MAC/) | $4.4M | 239,064 | 5.7% | 1 |
| EXTRA SPACE STORAGE INC | [EXR](https://holderbook.com/stocks/EXR/) | $4.2M | 31,894 | 5.4% | 3 |
| LENNAR CORP | [LEN](https://holderbook.com/stocks/LEN/) | $3.1M | 29,936 | 4.0% | 1 |
| URBAN EDGE PPTYS | [UE](https://holderbook.com/stocks/UE/) | $3.0M | 154,190 | 3.8% | 3 |
| AMERICOLD REALTY TRUST INC | [COLD](https://holderbook.com/stocks/COLD/) | $2.9M | 229,378 | 3.8% | 3 |
| KILROY REALTY CORP | [KRC](https://holderbook.com/stocks/KRC/) | $2.8M | 75,646 | 3.7% | 2 |
| DOUGLAS EMMETT INC | [DEI](https://holderbook.com/stocks/DEI/) | $2.7M | 241,209 | 3.4% | 1 |
| HIGHWOODS PPTYS INC | [HIW](https://holderbook.com/stocks/HIW/) | $2.6M | 99,315 | 3.3% | 3 |
| ALEXANDRIA REAL ESTATE EQ IN | [ARE](https://holderbook.com/stocks/ARE/) | $2.5M | 50,612 | 3.2% | 3 |
| CENTURY COMMUNITIES INC | [CCS](https://holderbook.com/stocks/CCS/) | $2.4M | 39,817 | 3.1% | 1 |
| MERITAGE HOMES CORP | [MTH](https://holderbook.com/stocks/MTH/) | $2.2M | 33,963 | 2.9% | 1 |
| UDR INC | [UDR](https://holderbook.com/stocks/UDR/) | $1.8M | 49,511 | 2.4% | 2 |
| EQUITY RESIDENTIAL | [EQR](https://holderbook.com/stocks/EQR/) | $1.8M | 28,747 | 2.4% | 2 |
| DIGITAL RLTY TR INC | [DLR](https://holderbook.com/stocks/DLR/) | $1.8M | 11,644 | 2.3% | 1 |
| ESSENTIAL PPTYS RLTY TR INC | [EPRT](https://holderbook.com/stocks/EPRT/) | $1.7M | 57,279 | 2.2% | 2 |
| M/I HOMES INC | [MHO](https://holderbook.com/stocks/MHO/) | $1.5M | 11,640 | 1.9% | 1 |
| FIRST INDL RLTY TR INC | [FR](https://holderbook.com/stocks/FR/) | $628.3K | 10,970 | 0.8% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +14.9% | +14.8% | +0.1% | 99% |
| Q1 2026 | -2.6% | -4.6% | +2.0% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $77.1M | 23 |
| Q1 2026 | $105.6M | 20 |
| Q4 2025 | $181.1M | 18 |