Bridgefront Capital, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$377.3B
Holdings
578
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (578 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | GWREGUIDEWIRE SOFTWARE INC | 4,221 | $993.8M | 0.26% | |
| 102 | PODDINSULET CORP | 3,163 | $993.8M | 0.26% | |
| 103 | MTNVAIL RESORTS INC | 6,314 | $992.1M | 0.26% | |
| 104 | GFSGLOBALFOUNDRIES INC | 25,888 | $988.9M | 0.26% | |
| 105 | APPAPPLOVIN CORP | 2,804 | $981.6M | 0.26% | |
| 106 | CPAYCORPAY INC | 2,936 | $974.2M | 0.26% | |
| 107 | GPNGLOBAL PMTS INC | 12,136 | $971.4M | 0.26% | |
| 108 | ALKALASKA AIR GROUP INC | 19,631 | $971.3M | 0.26% | |
| 109 | EPRTESSENTIAL PPTYS RLTY TR INC | 30,264 | $965.7M | 0.26% | |
| 110 | OWLBLUE OWL CAPITAL INC | 49,963 | $959.8M | 0.25% | |
| 111 | WBSWEBSTER FINL CORP | 17,547 | $958.1M | 0.25% | |
| 112 | IEXIDEX CORP | 5,425 | $952.5M | 0.25% | |
| 113 | UTHUNITED THERAPEUTICS CORP DEL | 3,291 | $945.7M | 0.25% | |
| 114 | UPSUNITED PARCEL SERVICE INC | 9,292 | $937.9M | 0.25% | |
| 115 | HONHONEYWELL INTL INC | 4,025 | $937.3M | 0.25% | |
| 116 | TTMITTM TECHNOLOGIES INC | 22,938 | $936.3M | 0.25% | |
| 117 | BDXBECTON DICKINSON & CO | 5,390 | $928.4M | 0.25% | |
| 118 | HUMHUMANA INC | 3,788 | $926.1M | 0.25% | |
| 119 | MGMMGM RESORTS INTERNATIONAL | 26,922 | $925.8M | 0.25% | |
| 120 | COHRCOHERENT CORP | 10,328 | $921.4M | 0.24% | |
| 121 | SSENTINELONE INC | 49,760 | $909.6M | 0.24% | |
| 122 | FTDRFRONTDOOR INC | 15,064 | $887.9M | 0.24% | |
| 123 | PCTYPAYLOCITY HLDG CORP | 4,886 | $885.3M | 0.23% | |
| 124 | CFLTCONFLUENT INC | 35,411 | $882.8M | 0.23% | |
| 125 | CRUSCIRRUS LOGIC INC | 8,443 | $880.2M | 0.23% | |
| 126 | CPRTCOPART INC | 17,853 | $876.0M | 0.23% | |
| 127 | MTSIMACOM TECH SOLUTIONS HLDGS I | 6,111 | $875.6M | 0.23% | |
| 128 | HIGHARTFORD INSURANCE GROUP INC | 6,873 | $872.0M | 0.23% | |
| 129 | ADIANALOG DEVICES INC | 3,660 | $871.2M | 0.23% | |
| 130 | EQTEQT CORP | 14,935 | $871.0M | 0.23% | |
| 131 | KMXCARMAX INC | 12,958 | $870.9M | 0.23% | |
| 132 | HRLHORMEL FOODS CORP | 28,759 | $870.0M | 0.23% | |
| 133 | TOLTOLL BROTHERS INC | 7,590 | $866.2M | 0.23% | |
| 134 | CAVACAVA GROUP INC | 10,273 | $865.3M | 0.23% | |
| 135 | DALDELTA AIR LINES INC DEL | 17,594 | $865.3M | 0.23% | |
| 136 | TEAMATLASSIAN CORPORATION | 4,233 | $859.7M | 0.23% | |
| 137 | NENOBLE CORP PLC | 32,092 | $852.0M | 0.23% | |
| 138 | CDNSCADENCE DESIGN SYSTEM INC | 2,761 | $850.8M | 0.23% | |
| 139 | EXREXTRA SPACE STORAGE INC | 5,763 | $849.7M | 0.23% | |
| 140 | METMETLIFE INC | 10,413 | $837.4M | 0.22% | |
| 141 | IVZINVESCO LTD | 53,031 | $836.3M | 0.22% | |
| 142 | WENWENDYS CO | 73,073 | $834.5M | 0.22% | |
| 143 | LPXLOUISIANA PAC CORP | 9,668 | $831.4M | 0.22% | |
| 144 | CCCHEMOURS CO | 72,554 | $830.7M | 0.22% | |
| 145 | AOSSMITH A O CORP | 12,598 | $826.1M | 0.22% | |
| 146 | CITHE CIGNA GROUP | 2,489 | $822.8M | 0.22% | |
| 147 | SHELSHELL PLC | 11,642 | $819.7M | 0.22% | |
| 148 | SNYSANOFI | 16,933 | $818.0M | 0.22% | |
| 149 | DBXDROPBOX INC | 28,453 | $813.8M | 0.22% | |
| 150 | BRBRBELLRING BRANDS INC | 13,726 | $795.1M | 0.21% | |
| 151 | OGSONE GAS INC | 11,028 | $792.5M | 0.21% | |
| 152 | AMCRAMCOR PLC | 85,661 | $787.2M | 0.21% | |
| 153 | NVSNNOVARTIS AG | 6,488 | $785.1M | 0.21% | |
| 154 | NRANRG ENERGY INC | 4,862 | $780.7M | 0.21% | |
| 155 | PINCPREMIER INC | 35,572 | $780.1M | 0.21% | |
| 156 | GTMZOOMINFO TECHNOLOGIES INC | 76,847 | $777.7M | 0.21% | |
| 157 | FOXAFOX CORP | 13,873 | $777.4M | 0.21% | |
| 158 | AIZASSURANT INC | 3,924 | $775.0M | 0.21% | |
| 159 | ELSEQUITY LIFESTYLE PPTYS INC | 12,427 | $766.4M | 0.20% | |
| 160 | SMGSCOTTS MIRACLE-GRO CO | 11,592 | $764.6M | 0.20% | |
| 161 | ALGMALLEGRO MICROSYSTEMS INC | 22,310 | $762.8M | 0.20% | |
| 162 | APHAMPHENOL CORP NEW | 7,724 | $762.7M | 0.20% | |
| 163 | MCDMCDONALDS CORP | 2,604 | $760.8M | 0.20% | |
| 164 | AESAES CORP | 71,927 | $756.7M | 0.20% | |
| 165 | ROSTROSS STORES INC | 5,894 | $752.0M | 0.20% | |
| 166 | CECELANESE CORP DEL | 13,564 | $750.5M | 0.20% | |
| 167 | K6BKBR INC | 15,645 | $750.0M | 0.20% | |
| 168 | TAKTAKEDA PHARMACEUTICAL CO LTD | 48,483 | $749.5M | 0.20% | |
| 169 | INVHINVITATION HOMES INC | 22,844 | $749.3M | 0.20% | |
| 170 | CRCCALIFORNIA RES CORP | 16,334 | $746.0M | 0.20% | |
| 171 | COFCAPITAL ONE FINL CORP | 3,501 | $744.9M | 0.20% | |
| 172 | AVGOBROADCOM INC | 2,694 | $742.6M | 0.20% | |
| 173 | VNOVORNADO RLTY TR | 19,330 | $739.2M | 0.20% | |
| 174 | WABWABTEC | 3,492 | $731.0M | 0.19% | |
| 175 | UDRUDR INC | 17,878 | $730.0M | 0.19% | |
| 176 | VRTVERTIV HOLDINGS CO | 5,673 | $728.5M | 0.19% | |
| 177 | ALBALBEMARLE CORP | 11,603 | $727.2M | 0.19% | |
| 178 | NSANATIONAL STORAGE AFFILIATES | 22,668 | $725.1M | 0.19% | |
| 179 | XPXP INC | 35,872 | $724.6M | 0.19% | |
| 180 | AGNCAGNC INVT CORP | 78,816 | $724.3M | 0.19% | |
| 181 | GXOGXO LOGISTICS INCORPORATED | 14,790 | $720.3M | 0.19% | |
| 182 | PCGPG&E CORP | 51,567 | $718.8M | 0.19% | |
| 183 | ADBEADOBE INC | 1,858 | $718.8M | 0.19% | |
| 184 | FIVNFIVE9 INC | 27,070 | $716.8M | 0.19% | |
| 185 | OLNOLIN CORP | 35,384 | $710.9M | 0.19% | |
| 186 | OMCOMNICOM GROUP INC | 9,801 | $705.1M | 0.19% | |
| 187 | BAHBOOZ ALLEN HAMILTON HLDG COR | 6,721 | $699.9M | 0.19% | |
| 188 | XRAYDENTSPLY SIRONA INC | 44,053 | $699.6M | 0.19% | |
| 189 | FISVFISERV INC | 4,051 | $698.4M | 0.19% | |
| 190 | RGAREINSURANCE GRP OF AMERICA I | 3,451 | $684.5M | 0.18% | |
| 191 | BILLBILL HOLDINGS INC | 14,795 | $684.4M | 0.18% | |
| 192 | ABNBAIRBNB INC | 5,169 | $684.1M | 0.18% | |
| 193 | SEESEALED AIR CORP NEW | 21,822 | $677.1M | 0.18% | |
| 194 | BYDBOYD GAMING CORP | 8,626 | $674.8M | 0.18% | |
| 195 | SHOPSHOPIFY INC | 5,832 | $672.7M | 0.18% | |
| 196 | PORPORTLAND GEN ELEC CO | 16,547 | $672.3M | 0.18% | |
| 197 | GDGENERAL DYNAMICS CORP | 2,301 | $671.1M | 0.18% | |
| 198 | ATDATI INC | 7,754 | $669.5M | 0.18% | |
| 199 | EHCENCOMPASS HEALTH CORP | 5,442 | $667.4M | 0.18% | |
| 200 | TTENTOTALENERGIES SE | 10,802 | $663.1M | 0.18% |