Bridgefront Capital, LLC
•CIK: 1725690•Filing: Q4 2025
**Bridgefront Capital, LLC** manages $398M across a diversified portfolio of 492 positions. The fund maintains significant exposure to technology and industrials, highlighted by top holdings including MSFT at $5.3M and CB1A at $4.6M. Further concentration is evident in positions such as ELF ($4.5M), MCD ($3.8M), and LNG ($3.7M). This allocation suggests a tactical, multi-sector approach targeting established market leaders.
Total AUM
$397.8M
QoQ Performance
+17.1%
Positions
492
Top 10 Concentration
13.3%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT1.3%
STZ1.2%
ELF1.1%
MCD0.9%
LNG0.9%
ROST0.9%
GIS0.9%
MDB0.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other80.6%
Technology4.0%
Financial3.2%
Healthcare3.0%
Consumer Staples3.0%
Consumer2.3%
Communication1.3%
Industrial1.0%
🚪 Exited Positionssold since Q3 2025
+436 more exited positions
Changes from Q3 2025
NEW80 new positions
↑94 increased
↓26 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022