Bayhunt Capital LLC holds a focused book of 20 stocks worth $105.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Welltower Inc and trimmed American Healthcare REIT Inc. Their largest long position is Welltower Inc at 10% of the equity book. Cloning the disclosed picks since 2026 would be +19% (+41.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2058173/holdings"
Use Arkolith to show Bayhunt Capital LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 1.9 points over this window.
Growth of $10,000 cloning Bayhunt Capital LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Bayhunt Capital LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD GROUP INC | 26 / 20 | $62.5B |
| BlackRock, Inc. | 26 / 20 | $52.5B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 26 / 20 | $32.7B |
| VANGUARD CAPITAL MANAGEMENT LLC | 26 / 20 | $26.6B |
| STATE STREET CORP | 26 / 20 | $26.2B |
| FMR LLC | 26 / 20 | $12.3B |
| GEODE CAPITAL MANAGEMENT, LLC | 26 / 20 | $12.2B |
| JPMORGAN CHASE & CO | 26 / 20 | $8.4B |
Ranked by how many of Bayhunt Capital LLC's top 20 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Welltower Inc COM | $10.7M | 57.7K | 10.1% | ▲New New position | |
| 2 | American Healthcare REIT Inc COM SHS | $10.2M | 217.4K | 9.7% | ▼−1.8% Reduced · −4K sh | |
| 3 | Brixmor Ppty Group Inc COM | $9.9M | 376.9K | 9.4% | ▼−33% Reduced · −187K sh | |
| 4 | Urban Edge Pptys COM | $8.5M | 443.9K | 8.1% | ▼−18% Reduced · −100K sh | |
| 5 | Udr Inc COM | $8.1M | 221.6K | 7.7% | ▲New New position | |
| 6 | Equity Residential SH BEN INT | $7.6M | 120.8K | 7.2% | ▲New New position | |
| 7 | Stag Industrial Inc COM | $5.9M | 159.8K | 5.6% | ▼−43% Reduced · −121K sh | |
| 8 | Americold Realty Trust Inc COM | $4.9M | 384.6K | 4.7% | ▼−41% Reduced · −270K sh | |
| 9 | Essential Pptys Rlty TR Inc COM | $4.5M | 152.7K | 4.3% | ▲New New position | |
| 10 | Highwoods Pptys Inc COM | $4.4M | 171.9K | 4.2% | ▼−66% Reduced · −336K sh | |
| 11 | Kilroy Realty Corp COM | $4.0M | 106.9K | 3.8% | ▲New New position | |
| 12 | Cubesmart COM | $4.0M | 110.0K | 3.8% | ▲New New position | |
| 13 | Extra Space Storage Inc COM | $3.8M | 29.0K | 3.6% | ▼−74% Reduced · −83K sh | |
| 14 | Copt Defense Properties SHS BEN INT | $3.6M | 129.6K | 3.4% | ▲New New position | |
| 15 | Alexandria Real Estate Eq In COM | $3.3M | 66.9K | 3.1% | ▼−52% Reduced · −73K sh | |
| 16 | Eastgroup Pptys Inc COM | $3.1M | 17.5K | 3.0% | ▼−50% Reduced · −18K sh | |
| 17 | Simon Ppty Group Inc New COM | $2.9M | 15.7K | 2.8% | ▼−77% Reduced · −53K sh | |
| 18 | Ventas Inc COM | $2.7M | 35.1K | 2.6% | ▼−78% Reduced · −126K sh | |
| 19 | Pulte Group Inc COM | $1.8M | 15.1K | 1.7% | ▼−58% Reduced · −21K sh | |
| 20 | Taylor Morrison Home Corp COM | $1.6M | 26.7K | 1.5% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.