Bayhunt Capital LLC

Q2 2026 13F-HR Holdings

Location
Mill Valley, CA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
23
Total value ($000)
$77,096
Net value change ($000)
-28,474 (-27.0%)
New positions
9
Sold out positions
6
Turnover %
54.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AMH 6,479 NEW
MAC 4,413 NEW
VTR 3,275 120.6%
LEN 3,077 NEW
DEI 2,651 NEW
CCS 2,363 NEW
MTH 2,235 NEW
DLR 1,801 NEW
MHO 1,489 NEW
FR 628 NEW
Top Reduces (Value $000, Stocks/ETFs)
UDR -6,312 -77.7%
EQR -5,802 -76.2%
UE -5,559 -65.3%
WELL -5,321 -49.7%
BRX -4,081 -41.3%
CUBE -3,964 -100.0%
CDP -3,602 -100.0%
AHR -3,164 -30.9%
EGP -3,121 -100.0%
SPG -2,905 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type