Q2 2026 13F · SEC CIK 2058173
Bayhunt Capital LLC
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $77.1M
- Reported positions
- 23
- Holdings vs S&P 500, 3 yrs
- —
- Assets under management
- $362.1M
Bayhunt Capital LLC is a hedge fund that reported 23 positions worth $77.1M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were American Healthcare REIT Inc (AHR, 9.2%), American Homes 4 Rent (AMH, 8.4%), Ventas Inc (VTR, 7.8%).
Bayhunt Capital LLC holdings all 23 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| AHRAmerican Healthcare REIT Inc | 9.2% | -30.9% | $7.1M |
| AMHAmerican Homes 4 Rent | 8.4% | — | $6.5M |
| VTRVentas Inc | 7.8% | +120.6% | $6.0M |
| BRXBrixmor Ppty Group Inc | 7.5% | -41.3% | $5.8M |
| WELLWelltower Inc | 7.0% | -49.7% | $5.4M |
| STAGStag Industrial Inc | 5.8% | -24.1% | $4.5M |
| MACMacerich Co | 5.7% | — | $4.4M |
| EXRExtra Space Storage Inc | 5.4% | +9.9% | $4.2M |
| LENLennar Corp | 4.0% | — | $3.1M |
| UEUrban Edge Pptys | 3.8% | -65.3% | $3.0M |
| COLDAmericold Realty Trust Inc | 3.8% | -40.4% | $2.9M |
| KRCKilroy Realty Corp | 3.7% | -29.2% | $2.8M |
| DEIDouglas Emmett Inc | 3.4% | — | $2.7M |
| HIWHighwoods Pptys Inc | 3.3% | -42.2% | $2.6M |
| AREAlexandria Real Estate Eq in | 3.2% | -24.4% | $2.5M |
| CCSCentury Communities Inc | 3.1% | — | $2.4M |
| MTHMeritage Homes Corp (MTH) | 2.9% | — | $2.2M |
| UDRUdr Inc | 2.4% | -77.7% | $1.8M |
| EQRVivmark Residential | 2.4% | -76.2% | $1.8M |
| DLRDigital Rlty Tr Inc | 2.3% | — | $1.8M |
| EPRTEssential Pptys Rlty Tr Inc | 2.2% | -62.5% | $1.7M |
| MHOM/i Homes Inc | 1.9% | — | $1.5M |
| FRFirst Industrial Realty Trus Co | 0.8% | — | $628K |
What Bayhunt Capital LLC bought and sold in Q2 2026, against Q1 2026.
New positions
- AMH American Homes 4 Rent8.4% of 13F
- MAC Macerich Co5.7% of 13F
- LEN Lennar Corp4.0% of 13F
- DEI Douglas Emmett Inc3.4% of 13F
- CCS Century Communities Inc3.1% of 13F
- MTH Meritage Homes Corp (MTH)2.9% of 13F
- DLR Digital Rlty Tr Inc2.3% of 13F
- MHO M/i Homes Inc1.9% of 13F
Added to
- VTR Ventas Inc+120.6% shares
- EXR Extra Space Storage Inc+9.9% shares
Reduced
- UDR Udr Inc-77.7% shares
- EQR Vivmark Residential-76.2% shares
- UE Urban Edge Pptys-65.3% shares
- EPRT Essential Pptys Rlty Tr Inc-62.5% shares
- WELL Welltower Inc-49.7% shares
- HIW Highwoods Pptys Inc-42.2% shares
- BRX Brixmor Ppty Group Inc-41.3% shares
- COLD Americold Realty Trust Inc-40.4% shares
Sold out
- CUBE Cubesmartwas 3.8%
- OFC Copt Defense Propertieswas 3.4%
- EGP Eastgroup Pptys Incwas 3.0%
- SPG Simon Ppty Group Inc Newwas 2.8%
- PHM Pulte Group Incwas 1.7%
- TMHC Taylor Morrison Home Corpwas 1.5%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $77.1M | 23 |
| Q1 2026 | $105.6M | 20 |
| Q4 2025 | $181.1M | 18 |
Questions about Bayhunt Capital LLC's portfolio
What stocks does Bayhunt Capital LLC own?
Bayhunt Capital LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 23 positions worth $77.1M. The largest are American Healthcare REIT Inc (AHR) at 9.2%, American Homes 4 Rent (AMH) at 8.4%, Ventas Inc (VTR) at 7.8%, Brixmor Ppty Group Inc (BRX) at 7.5% and Welltower Inc (WELL) at 7.0%.
What did Bayhunt Capital LLC buy last quarter?
In Q2 2026, Bayhunt Capital LLC added a new position in American Homes 4 Rent (AMH), a new position in Macerich Co (MAC), a new position in Lennar Corp (LEN), a new position in Douglas Emmett Inc (DEI), a new position in Century Communities Inc (CCS), Ventas Inc (VTR) (+120.6% shares) and Extra Space Storage Inc (EXR) (+9.9% shares), compared with its Q1 2026 filing.
What did Bayhunt Capital LLC sell last quarter?
In Q2 2026, Bayhunt Capital LLC sold all of Cubesmart (CUBE), sold all of Copt Defense Properties (OFC), sold all of Eastgroup Pptys Inc (EGP), sold all of Simon Ppty Group Inc New (SPG), sold all of Pulte Group Inc (PHM), Udr Inc (UDR) (-77.7% shares), Vivmark Residential (EQR) (-76.2% shares) and Urban Edge Pptys (UE) (-65.3% shares), compared with its Q1 2026 filing.
When is Bayhunt Capital LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Bayhunt Capital LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Bayhunt Capital LLC manage?
Bayhunt Capital LLC reported $362.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $77.1M.