Bayhunt Capital
Bayhunt Capital reported 23 stocks worth $77.1M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are AHR (9.2%), AMH (8.4%) and VTR (7.8%). Compared with Q1 2026, the fund opened new positions in AMH, MAC and LEN, added to VTR and EXR, trimmed AHR, BRX and WELL and sold out of CUBE, CDP and EGP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AHR American Healthcare REIT Inc | $7.1M | 9.2% | 150K | −67K (−31%) | 3 of 3 | |
| 2 |  AMH American Homes 4 Rent | $6.5M | 8.4% | 202K | New position | 2 of 3 | |
| 3 |  VTR Ventas Inc | $6M | 7.8% | 77K | +42K (+121%) | 3 of 3 | |
| 4 |  BRX Brixmor Ppty Group Inc | $5.8M | 7.5% | 221K | −156K (−41%) | 3 of 3 | |
| 5 |  WELL Welltower Inc | $5.4M | 7.0% | 29K | −29K (−50%) | 2 of 3 | |
| 6 |  STAG Stag Indl Inc | $4.5M | 5.8% | 121K | −39K (−24%) | 3 of 3 | |
| 7 |  MAC Macerich Co | $4.4M | 5.7% | 239K | New position | 1 of 3 | |
| 8 |  EXR Extra Space Storage Inc | $4.2M | 5.4% | 32K | +2,871 (+10%) | 3 of 3 | |
| 9 |  LEN Lennar Corp | $3.1M | 4.0% | 30K | New position | 1 of 3 | |
| 10 |  UE Urban Edge Pptys | $3M | 3.8% | 154K | −290K (−65%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CUBE Cubesmart | $4M | 110K |
 CDP Copt Defense Properties | $3.6M | 130K |
 EGP Eastgroup Pptys Inc | $3.1M | 18K |
 SPG Simon Ppty Group Inc New | $2.9M | 16K |
 PHM Pulte Group Inc | $1.8M | 15K |
🔒 Free account: see all 6.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Bayhunt Capital 13F FAQ
What does Bayhunt Capital own?
Bayhunt Capital reported 23 stocks worth $77.1M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are AHR (9.2%), AMH (8.4%) and VTR (7.8%). The table above lists every position in the filing (the top 10 without an account).
What did Bayhunt Capital buy and sell in Q2 2026?
Compared with Q1 2026: 9 new positions, 2 added to, 12 trimmed and 6 sold out. New positions include AMH, MAC and LEN. It sold all of CUBE, CDP and EGP.
When will Bayhunt Capital file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Bayhunt Capital's portfolio worth?
The Q2 2026 filing reports $77.1M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.