Bridgefront Capital
Bridgefront Capital reported 486 stocks worth $380M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are CL (1.5%), KMB (1.3%) and TSN (1.3%). Compared with Q1 2026, the fund opened new positions in CL, KO and OXY, added to KMB, TSN and STZ, trimmed CBRE, LMT and PH and sold out of TTWO, AVGO and OVV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CL Colgate Palmolive Co | $5.5M | 1.5% | 60K | New position | 3 of 8 | |
| 2 |  KMB Kimberly Clark Corp | $4.9M | 1.3% | 45K | +9,233 (+26%) | 2 of 8 | |
| 3 |  TSN Tyson Foods Inc | $4.9M | 1.3% | 85K | +70K (+472%) | 7 of 8 | |
| 4 |  STZ Constellation Brands Incclass Class A | $4.3M | 1.1% | 31K | +7,547 (+33%) | 5 of 8 | |
| 5 |  EL Lauder Estee Cos Inc | $4M | 1.0% | 50K | +31K (+165%) | 6 of 8 | |
| 6 |  KO Coca Cola Co | $3.9M | 1.0% | 48K | New position | 4 of 8 | |
| 7 |  TAP Molson Coors Beverag B | $3.6M | 0.9% | 93K | +48K (+106%) | 3 of 8 | |
| 8 |  AMT American Tower Corp New | $3.3M | 0.9% | 20K | +9,085 (+84%) | 7 of 8 | |
| 9 |  ADC Agree Rlty Corp | $3.1M | 0.8% | 42K | +5,157 (+14%) | 8 of 8 | |
| 10 |  WFC Wells Fargo Co New | $3.1M | 0.8% | 38K | +24K (+178%) | 3 of 8 |
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 |
|---|---|---|
 TTWO Take Two Interactive Softwar | $4.3M | 22K |
 AVGO Broadcom Inc | $3.5M | 11K |
 OVV Ovintiv Inc | $3.4M | 58K |
 CLX Clorox Co Del | $3.3M | 32K |
 LW Lamb Weston | $3.1M | 74K |
🔒 Free account: see all 30.
Reported value
last 8 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 →Bridgefront Capital 13F FAQ
What does Bridgefront Capital own?
Bridgefront Capital reported 486 stocks worth $380M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are CL (1.5%), KMB (1.3%) and TSN (1.3%). The table above lists every position in the filing (the top 10 without an account).
What did Bridgefront Capital buy and sell in Q2 2026?
Compared with Q1 2026: 290 new positions, 99 added to, 97 trimmed and 307 sold out. New positions include CL, KO and OXY. It sold all of TTWO, AVGO and OVV.
When will Bridgefront 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 Bridgefront Capital's portfolio worth?
The Q2 2026 filing reports $380M 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.