Bayhunt Capital LLC holds a focused book of 23 reported positions worth $77.1M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened American Homes 4 Rent- A and trimmed American Healthcare REIT Inc. Their largest long position is American Healthcare REIT Inc at 9% of the reported non-option book. Cloning the disclosed picks since 2026 would be +6% (+9.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Bayhunt Capital LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with 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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Bayhunt Capital LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Town Lane Management LP | 2 / 23 | $94.8M |
| Resolution Capital Ltd | 8 / 23 | $2.3B |
| Centersquare Investment Management LLC | 17 / 23 | $4.9B |
| Heitman Real Estate Securities LLC | 12 / 23 | $575.0M |
| Adelante Capital Management LLC | 11 / 23 | $546.2M |
| Vert Asset Management LLC | 13 / 23 | $131.2M |
| Aew Capital Management L P | 11 / 23 | $572.8M |
| Land & Buildings Investment Management, LLC | 5 / 23 | $178.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Bayhunt Capital LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | American Healthcare REIT Inc COM SHS | $7.1M | 150.2K | 9.2% | ▼−31% Reduced · −67K sh | |
| 2 | American Homes 4 Rent CL A | $6.5M | 201.8K | 8.4% | ▲New New position | |
| 3 | Ventas Inc COM | $6.0M | 77.4K | 7.8% | ▲+121% Added · +42K sh | |
| 4 | Brixmor Ppty Group Inc COM | $5.8M | 221.2K | 7.5% | ▼−41% Reduced · −156K sh | |
| 5 | Welltower Inc COM | $5.4M | 29.0K | 7.0% | ▼−50% Reduced · −29K sh | |
| 6 | Stag Industrial Inc COM | $4.5M | 121.3K | 5.8% | ▼−24% Reduced · −39K sh | |
| 7 | Macerich Co COM | $4.4M | 239.1K | 5.7% | ▲New New position | |
| 8 | Extra Space Storage Inc COM | $4.2M | 31.9K | 5.4% | ▲+9.9% Added · +3K sh | |
| 9 | Lennar Corp CL A | $3.1M | 29.9K | 4.0% | ▲New New position | |
| 10 | Urban Edge Pptys COM | $3.0M | 154.2K | 3.8% | ▼−65% Reduced · −290K sh | |
| 11 | Americold Realty Trust Inc COM | $2.9M | 229.4K | 3.8% | ▼−40% Reduced · −155K sh | |
| 12 | Kilroy Realty Corp COM | $2.8M | 75.6K | 3.7% | ▼−29% Reduced · −31K sh | |
| 13 | Douglas Emmett Inc COM | $2.7M | 241.2K | 3.4% | ▲New New position | |
| 14 | Highwoods Pptys Inc COM | $2.6M | 99.3K | 3.3% | ▼−42% Reduced · −73K sh | |
| 15 | Alexandria Real Estate Eq In COM | $2.5M | 50.6K | 3.2% | ▼−24% Reduced · −16K sh | |
| 16 | Century Communities Inc COM | $2.4M | 39.8K | 3.1% | ▲New New position | |
| 17 | Meritage Homes Corp COM | $2.2M | 34.0K | 2.9% | ▲New New position | |
| 18 | Udr Inc COM | $1.8M | 49.5K | 2.4% | ▼−78% Reduced · −172K sh | |
| 19 | Equity Residential SH BEN INT | $1.8M | 28.7K | 2.4% | ▼−76% Reduced · −92K sh | |
| 20 | Digital Rlty TR Inc COM | $1.8M | 11.6K | 2.3% | ▲New New position | |
| 21 | Essential Pptys Rlty TR Inc COM | $1.7M | 57.3K | 2.2% | ▼−62% Reduced · −95K sh | |
| 22 | M/i Homes Inc COM | $1.5M | 11.6K | 1.9% | ▲New New position | |
| 23 | First Indl Rlty TR Inc COM | $628K | 11.0K | 0.8% | ▲New New position |
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Use Arkolith to show Bayhunt Capital LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.