Bayhunt Capital LLC

Q3 2026 13F-HR Holdings

Location
Mill Valley, CA
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
17
Total value ($000)
$79,589
Net value change ($000)
+2,493 (3.2%)
New positions
5
Sold out positions
11
Turnover %
57.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
JAN 6,125 NEW
BXP 3,879 NEW
SUI 3,353 NEW
KBH 3,223 NEW
EXR 2,649 63.8%
COLD 2,340 79.3%
NTST 1,978 NEW
MAC 1,833 41.5%
DLR 1,625 90.2%
DEI 1,376 51.9%
Top Reduces (Value $000, Stocks/ETFs)
WELL -5,383 -100.0%
LEN -3,077 -100.0%
UE -2,959 -100.0%
KRC -2,827 -100.0%
ARE -2,477 -100.0%
CCS -2,363 -100.0%
MTH -2,235 -100.0%
UDR -1,816 -100.0%
EQR -1,812 -100.0%
EPRT -1,699 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type