Bridgefront Capital, LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$296.6B
Holdings
550
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (550 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TJXTJX COS INC NEW | 28,456 | $3.4B | 1.16% | |
| 2 | DISDISNEY WALT CO | 26,510 | $3.0B | 1.00% | |
| 3 | GISGENERAL MLS INC | 42,296 | $2.7B | 0.91% | |
| 4 | SLBSCHLUMBERGER LTD | 57,516 | $2.2B | 0.74% | |
| 5 | CVNACARVANA CO | 10,550 | $2.1B | 0.72% | |
| 6 | RSGREPUBLIC SVCS INC | 10,632 | $2.1B | 0.72% | |
| 7 | EVRGEVERGY INC | 33,492 | $2.1B | 0.70% | |
| 8 | TRGPTARGA RES CORP | 11,397 | $2.0B | 0.69% | |
| 9 | TFCTRUIST FINL CORP | 46,216 | $2.0B | 0.68% | |
| 10 | GOOGLALPHABET INC | 10,230 | $1.9B | 0.65% | |
| 11 | MSFTMICROSOFT CORP | 4,520 | $1.9B | 0.64% | |
| 12 | AREALEXANDRIA REAL ESTATE EQ IN | 19,362 | $1.9B | 0.64% | |
| 13 | LNGCHENIERE ENERGY INC | 8,724 | $1.9B | 0.63% | |
| 14 | DDDUPONT DE NEMOURS INC | 24,219 | $1.8B | 0.62% | |
| 15 | MAMASTERCARD INCORPORATED | 3,428 | $1.8B | 0.61% | |
| 16 | BACVERIZON COMMUNICATIONS INC | 44,502 | $1.8B | 0.60% | |
| 17 | MTNVAIL RESORTS INC | 9,242 | $1.7B | 0.58% | |
| 18 | PNWPINNACLE WEST CAP CORP | 19,959 | $1.7B | 0.57% | |
| 19 | ICEINTERCONTINENTAL EXCHANGE IN | 11,001 | $1.6B | 0.55% | |
| 20 | DVNDEVON ENERGY CORP NEW | 49,087 | $1.6B | 0.54% | |
| 21 | TTTRANE TECHNOLOGIES PLC | 4,309 | $1.6B | 0.54% | |
| 22 | AMGNAMGEN INC | 5,929 | $1.5B | 0.52% | |
| 23 | ATOATMOS ENERGY CORP | 10,990 | $1.5B | 0.52% | |
| 24 | PLNTPLANET FITNESS INC | 15,444 | $1.5B | 0.51% | |
| 25 | TXRHTEXAS ROADHOUSE INC | 8,360 | $1.5B | 0.51% | |
| 26 | VVISA INC | 4,652 | $1.5B | 0.50% | |
| 27 | OXYOCCIDENTAL PETE CORP | 29,615 | $1.5B | 0.49% | |
| 28 | SPOTSPOTIFY TECHNOLOGY S A | 3,261 | $1.5B | 0.49% | |
| 29 | UNHUNITEDHEALTH GROUP INC | 2,882 | $1.5B | 0.49% | |
| 30 | CAHCARDINAL HEALTH INC | 12,200 | $1.4B | 0.49% | |
| 31 | OHIOMEGA HEALTHCARE INVS INC | 38,093 | $1.4B | 0.49% | |
| 32 | ANETARISTA NETWORKS INC | 12,801 | $1.4B | 0.48% | |
| 33 | LULULULULEMON ATHLETICA INC | 3,588 | $1.4B | 0.46% | |
| 34 | EQHEQUITABLE HLDGS INC | 27,729 | $1.3B | 0.44% | |
| 35 | RBLXROBLOX CORP | 22,375 | $1.3B | 0.44% | |
| 36 | LENLENNAR CORP | 9,457 | $1.3B | 0.43% | |
| 37 | DKSDICKS SPORTING GOODS INC | 5,552 | $1.3B | 0.43% | |
| 38 | BGBUNGE GLOBAL SA | 16,206 | $1.3B | 0.42% | |
| 39 | NEMNEWMONT CORP | 33,561 | $1.2B | 0.42% | |
| 40 | COPCONOCOPHILLIPS | 12,440 | $1.2B | 0.42% | |
| 41 | AMTAMERICAN TOWER CORP NEW | 6,713 | $1.2B | 0.42% | |
| 42 | PKGPACKAGING CORP AMER | 5,451 | $1.2B | 0.41% | |
| 43 | RHCRH PLC | 13,200 | $1.2B | 0.41% | |
| 44 | KOCOCA COLA CO | 19,602 | $1.2B | 0.41% | |
| 45 | VVVVALVOLINE INC | 33,443 | $1.2B | 0.41% | |
| 46 | MDBMONGODB INC | 5,166 | $1.2B | 0.41% | |
| 47 | XOMEXXON MOBIL CORP | 11,093 | $1.2B | 0.40% | |
| 48 | WYWEYERHAEUSER CO MTN BE | 42,031 | $1.2B | 0.40% | |
| 49 | ROSTROSS STORES INC | 7,820 | $1.2B | 0.40% | |
| 50 | CTRECARETRUST REIT INC | 43,401 | $1.2B | 0.40% | |
| 51 | KMXCARMAX INC | 14,322 | $1.2B | 0.39% | |
| 52 | NDSNNORDSON CORP | 5,567 | $1.2B | 0.39% | |
| 53 | ADCAGREE RLTY CORP | 16,497 | $1.2B | 0.39% | |
| 54 | ALSALLSTATE CORP | 5,991 | $1.2B | 0.39% | |
| 55 | SYFSYNCHRONY FINANCIAL | 17,627 | $1.1B | 0.39% | |
| 56 | EMEEMCOR GROUP INC | 2,496 | $1.1B | 0.38% | |
| 57 | TRMBTRIMBLE INC | 15,761 | $1.1B | 0.38% | |
| 58 | ESSESSEX PPTY TR INC | 3,810 | $1.1B | 0.37% | |
| 59 | CRLCHARLES RIV LABS INTL INC | 5,845 | $1.1B | 0.36% | |
| 60 | CEGCONSTELLATION ENERGY CORP | 4,812 | $1.1B | 0.36% | |
| 61 | SHOPSHOPIFY INC | 10,008 | $1.1B | 0.36% | |
| 62 | FDSFACTSET RESH SYS INC | 2,204 | $1.1B | 0.36% | |
| 63 | CITCINTAS CORP | 5,789 | $1.1B | 0.36% | |
| 64 | SSBUSDSOUTHSTATE CORPORATION | 10,345 | $1.0B | 0.35% | |
| 65 | SNOWSNOWFLAKE INC | 6,449 | $995.8M | 0.34% | |
| 66 | COOCOOPER COS INC | 10,761 | $989.3M | 0.33% | |
| 67 | FERGFERGUSON ENTERPRISES INC | 5,587 | $969.7M | 0.33% | |
| 68 | GVAGRANITE CONSTR INC | 11,054 | $969.5M | 0.33% | |
| 69 | CAKECHEESECAKE FACTORY INC | 20,394 | $967.5M | 0.33% | |
| 70 | ACMAECOM | 9,026 | $964.2M | 0.33% | |
| 71 | TEAMATLASSIAN CORPORATION | 3,939 | $958.7M | 0.32% | |
| 72 | FIVEFIVE BELOW INC | 9,129 | $958.2M | 0.32% | |
| 73 | QCOMQUALCOMM INC | 6,169 | $947.7M | 0.32% | |
| 74 | IBKRINTERACTIVE BROKERS GROUP IN | 5,307 | $937.6M | 0.32% | |
| 75 | COSTCOSTCO WHSL CORP NEW | 1,006 | $921.8M | 0.31% | |
| 76 | CLCOLGATE PALMOLIVE CO | 10,137 | $921.6M | 0.31% | |
| 77 | RCLROYAL CARIBBEAN GROUP | 3,993 | $921.1M | 0.31% | |
| 78 | STZCONSTELLATION BRANDS INC | 4,122 | $911.0M | 0.31% | |
| 79 | AXSMAXSOME THERAPEUTICS INC | 10,555 | $893.1M | 0.30% | |
| 80 | MRVLMARVELL TECHNOLOGY INC | 8,033 | $887.2M | 0.30% | |
| 81 | CLXCLOROX CO DEL | 5,441 | $883.7M | 0.30% | |
| 82 | OSKOSHKOSH CORP | 9,285 | $882.7M | 0.30% | |
| 83 | SJMSMUCKER J M CO | 7,977 | $878.4M | 0.30% | |
| 84 | IRMIRON MTN INC DEL | 8,340 | $876.6M | 0.30% | |
| 85 | AXTAAXALTA COATING SYS LTD | 25,488 | $872.2M | 0.29% | |
| 86 | TPRTAPESTRY INC | 13,275 | $867.3M | 0.29% | |
| 87 | LINLINDE PLC | 2,064 | $864.1M | 0.29% | |
| 88 | IDIINTERDIGITAL INC | 4,429 | $858.0M | 0.29% | |
| 89 | EATBRINKER INTL INC | 6,475 | $856.6M | 0.29% | |
| 90 | CSCOCISCO SYS INC | 14,455 | $855.7M | 0.29% | |
| 91 | ROPROPER TECHNOLOGIES INC | 1,631 | $847.9M | 0.29% | |
| 92 | EPAMEPAM SYS INC | 3,624 | $847.4M | 0.29% | |
| 93 | NVSNNOVARTIS AG | 8,655 | $842.2M | 0.28% | |
| 94 | MSCIMSCI INC | 1,398 | $838.8M | 0.28% | |
| 95 | TELTE CONNECTIVITY PLC | 5,867 | $838.8M | 0.28% | |
| 96 | ADBEADOBE INC | 1,882 | $836.9M | 0.28% | |
| 97 | BALLBALL CORP | 15,149 | $835.2M | 0.28% | |
| 98 | WYNNWYNN RESORTS LTD | 9,555 | $823.3M | 0.28% | |
| 99 | PAYCPAYCOM SOFTWARE INC | 4,013 | $822.5M | 0.28% | |
| 100 | KEXKIRBY CORP | 7,753 | $820.3M | 0.28% |
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