Bayhunt Capital LLC
•CIK: 2058173•Filing: Q4 2025
**Bayhunt Capital LLC** is a quantitative-focused hedge fund managing $181M across 18 distinct positions. The firm maintains significant, near-equal allocations to its top five holdings, including AMH, GLPI, and BRX, each representing approximately $14.8M. Further concentration is evident in positions such as EXR ($14.7M) and HIW ($13.1M). This concentrated portfolio structure suggests a high-conviction, sector-specific investment mandate.
Total AUM
$181.1M
QoQ Performance
N/A
Positions
18
Top 10 Concentration
71.0%
Latest Filing
Q4 2025
Top Holdings Allocation
AMH
GLPI
BRX
EXR
HIW
SPG
VEN
UE
AMH8.2%
GLPI8.2%
BRX8.2%
EXR8.1%
HIW7.2%
SPG7.0%
VEN6.9%
UE5.8%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other93.0%
Real Estate7.0%