Bridgefront Capital, LLC Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$397.8M

Holdings

492

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (492 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
10,910$5.3M1.33%
2
STZCONSTELLATION BRANDS INC
33,585$4.6M1.16%
3
ELFE L F BEAUTY INC
59,427$4.5M1.14%
4
MCDMCDONALDS CORP
12,271$3.8M0.94%
5
LNGCHENIERE ENERGY INC
19,217$3.7M0.94%
6
ROSTROSS STORES INC
19,360$3.5M0.88%
7
GISGENERAL MLS INC
74,236$3.5M0.87%
8
MDBMONGODB INC
7,839$3.3M0.83%
9
AG8AGILENT TECHNOLOGIES INC
24,011$3.3M0.82%
10
FIVEFIVE BELOW INC
17,208$3.2M0.81%
11
MRSHMARSH & MCLENNAN COS INC
16,070$3.0M0.75%
12
MNSTMONSTER BEVERAGE CORP NEW
38,176$2.9M0.74%
13
VEEVVEEVA SYS INC
12,790$2.9M0.72%
14
PFEPFIZER INC
114,653$2.9M0.72%
15
SUISUN CMNTYS INC
22,469$2.8M0.70%
16
BLDRBUILDERS FIRSTSOURCE INC
26,429$2.7M0.68%
17
PRGOPERRIGO CO PLC
186,659$2.6M0.65%
18
WSTWEST PHARMACEUTICAL SVSC INC
9,348$2.6M0.65%
19
SHWSHERWIN WILLIAMS CO
7,812$2.5M0.64%
20
AHRAMERICAN HEALTHCARE REIT INC
53,740$2.5M0.64%
21
ADSKAUTODESK INC
8,412$2.5M0.63%
22
HOGHARLEY DAVIDSON INC
113,064$2.3M0.58%
23
NVDANVIDIA CORPORATION
12,317$2.3M0.58%
24
MKTXMARKETAXESS HLDGS INC
12,659$2.3M0.58%
25
AAPLAPPLE INC
8,413$2.3M0.57%
26
MSIMOTOROLA SOLUTIONS INC
5,967$2.3M0.57%
27
BSXBOSTON SCIENTIFIC CORP
23,768$2.3M0.57%
28
PBVPRESTIGE CONSMR HEALTHCARE I
36,123$2.2M0.56%
29
MDLZMONDELEZ INTL INC
40,919$2.2M0.55%
30
UTHUNITED THERAPEUTICS CORP DEL
4,475$2.2M0.55%
31
TELTE CONNECTIVITY PLC
9,561$2.2M0.55%
32
RBRKRUBRIK INC.
28,164$2.2M0.54%
33
TTDTHE TRADE DESK INC
56,730$2.2M0.54%
34
TTEKTETRA TECH INC NEW
63,878$2.1M0.54%
35
ENRENERGIZER HLDGS INC NEW
106,575$2.1M0.53%
36
OKTAOKTA INC
24,326$2.1M0.53%
37
CMCSACOMCAST CORP NEW
66,485$2.0M0.50%
38
TAPMOLSON COORS BEVERAGE CO
41,686$1.9M0.49%
39
AVTAVNET INC
39,876$1.9M0.48%
40
TERTERADYNE INC
9,876$1.9M0.48%
41
WECWEC ENERGY GROUP INC
17,806$1.9M0.47%
42
MUMICRON TECHNOLOGY INC
6,551$1.9M0.47%
43
RLRALPH LAUREN CORP
5,250$1.9M0.47%
44
PRUPRUDENTIAL FINL INC
16,278$1.8M0.46%
45
WENWENDYS CO
220,361$1.8M0.46%
46
FERGFERGUSON ENTERPRISES INC
8,091$1.8M0.45%
47
OTISOTIS WORLDWIDE CORP
20,551$1.8M0.45%
48
CMSCMS ENERGY CORP
25,365$1.8M0.45%
49
DUOLDUOLINGO INC
9,818$1.7M0.43%
50
HRBBLOCK H & R INC
39,496$1.7M0.43%
51
CRDOCREDO TECHNOLOGY GROUP HOLDI
11,907$1.7M0.43%
52
NFLXNETFLIX INC
18,195$1.7M0.43%
53
GOOGALPHABET INC
5,352$1.7M0.42%
54
MCOMOODYS CORP
3,256$1.7M0.42%
55
EBAEBAY INC.
18,977$1.7M0.42%
56
GDDYGODADDY INC
13,249$1.6M0.41%
57
CMICUMMINS INC
3,170$1.6M0.41%
58
NOGNORTHERN OIL & GAS INC
75,157$1.6M0.41%
59
OGEOGE ENERGY CORP
37,518$1.6M0.40%
60
CITHE CIGNA GROUP
5,683$1.6M0.39%
61
HCAHCA HEALTHCARE INC
3,349$1.6M0.39%
62
LITELUMENTUM HLDGS INC
4,187$1.5M0.39%
63
NOWSERVICENOW INC
10,021$1.5M0.39%
64
AWMSKYWORKS SOLUTIONS INC
24,212$1.5M0.39%
65
ETNEATON CORP PLC
4,817$1.5M0.39%
66
REYNREYNOLDS CONSUMER PRODS INC
66,741$1.5M0.38%
67
CCLCARNIVAL CORP
49,818$1.5M0.38%
68
DWDMORGAN STANLEY
8,559$1.5M0.38%
69
CAGCONAGRA BRANDS INC
87,788$1.5M0.38%
70
ARANTERO RESOURCES CORP
44,030$1.5M0.38%
71
GLOBGLOBANT S A
22,779$1.5M0.37%
72
UNHUNITEDHEALTH GROUP INC
4,481$1.5M0.37%
73
CVSCVS HEALTH CORP
18,071$1.4M0.36%
74
ACLSAXCELIS TECHNOLOGIES INC
17,765$1.4M0.36%
75
NUNU HLDGS LTD
84,361$1.4M0.35%
76
PLTRPALANTIR TECHNOLOGIES INC
7,929$1.4M0.35%
77
DOCSDOXIMITY INC
31,020$1.4M0.35%
78
AESAES CORP
94,993$1.4M0.34%
79
ETSYETSY INC
24,431$1.4M0.34%
80
CUBECUBESMART
37,432$1.3M0.34%
81
DDOGDATADOG INC
9,822$1.3M0.34%
82
FMCFMC CORP
95,546$1.3M0.33%
83
COFCAPITAL ONE FINL CORP
5,297$1.3M0.32%
84
ELLAUDER ESTEE COS INC
12,214$1.3M0.32%
85
CNCCENTENE CORP DEL
30,991$1.3M0.32%
86
ZBRAZEBRA TECHNOLOGIES CORPORATI
5,242$1.3M0.32%
87
BLKBLACKROCK INC
1,182$1.3M0.32%
88
WMBWILLIAMS COS INC
21,030$1.3M0.32%
89
PCGPG&E CORP
78,325$1.3M0.32%
90
IDYAIDEAYA BIOSCIENCES INC
36,205$1.3M0.31%
91
DELLDELL TECHNOLOGIES INC
9,896$1.2M0.31%
92
RVMDREVOLUTION MEDICINES INC
15,556$1.2M0.31%
93
CTVACORTEVA INC
18,403$1.2M0.31%
94
SFMSPROUTS FMRS MKT INC
15,484$1.2M0.31%
95
UPSUNITED PARCEL SERVICE INC
12,304$1.2M0.31%
96
AKAMAKAMAI TECHNOLOGIES INC
13,914$1.2M0.30%
97
AMTAMERICAN TOWER CORP NEW
6,801$1.2M0.30%
98
ZWSZURN ELKAY WATER SOLNS CORP
25,648$1.2M0.30%
99
LVSLAS VEGAS SANDS CORP
18,249$1.2M0.30%
100
FMFFORMFACTOR INC
21,280$1.2M0.30%
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