Bridgefront Capital, LLC holds a diversified book of 501 stocks worth $402.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened TAKE-TWO INTERACTIVE SOFTWAR and trimmed CONSTELLATION BRANDS INC. Their largest long position is TAKE-TWO INTERACTIVE SOFTWAR at 1% of the equity book.
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Use Arkolith to show Bridgefront Capital, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
25% 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
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Take-Two Interactive Softwar COM | $4.3M | 21.7K | 1.1% | ▲New New position | |
| 2 | TPG Inc COM CL A | $3.8M | 94.8K | 1.0% | ▲New New position | |
| 3 | Constellation Brands Inc CL A | $3.5M | 23.2K | 0.9% | ▼−31% Reduced · −10K sh | |
| 4 | Broadcom Inc COM | $3.5M | 11.2K | 0.9% | ▲12× Added · +10K sh | |
| 5 | Ovintiv Inc COM | $3.4M | 58.1K | 0.9% | ▲Added Added · +58K sh | |
| 6 | Kimberly-Clark Corp COM | $3.4M | 35.6K | 0.9% | ▲New New position | |
| 7 | Clorox Co Del COM | $3.3M | 32.2K | 0.8% | ▲Added Added · +32K sh | |
| 8 | Lamb Weston Hldgs Inc COM | $3.1M | 74.1K | 0.8% | ▲Added Added · +74K sh | |
| 9 | Keysight Technologies Inc COM | $3.1M | 10.9K | 0.8% | ▲Added Added · +11K sh | |
| 10 | Eqt Corp COM | $3.0M | 47.7K | 0.8% | ▲12× Added · +44K sh | |
| 11 | Celsius Hldgs Inc COM NEW | $2.9M | 81.7K | 0.7% | ▲New New position | |
| 12 | Amgen Inc COM | $2.9M | 8.2K | 0.7% | ▲New New position | |
| 13 | Micron Technology Inc COM | $2.9M | 8.5K | 0.7% | ▲+30% Added · +2K sh | |
| 14 | Host Hotels & Resorts Inc COM | $2.8M | 143.7K | 0.7% | ▲New New position | |
| 15 | Agree Rlty Corp COM | $2.7M | 36.4K | 0.7% | ▲+158% Added · +22K sh | |
| 16 | Permian Resources Corp CLASS A COM | $2.7M | 126.9K | 0.7% | ▲+50% Added · +43K sh | |
| 17 | Cbre Group Inc CL A | $2.7M | 19.8K | 0.7% | ▲+763% Added · +17K sh | |
| 18 | American Intl Group Inc COM NEW | $2.7M | 35.5K | 0.7% | ▲New New position | |
| 19 | Parker-Hannifin Corp COM | $2.6M | 2.9K | 0.7% | ▲New New position | |
| 20 | Intuitive Surgical Inc COM NEW | $2.6M | 5.7K | 0.7% | ▲+186% Added · +4K sh | |
| 21 | Lockheed Martin Corp COM | $2.6M | 4.4K | 0.7% | ▲New New position | |
| 22 | Rubrik Inc. CL A | $2.6M | 53.5K | 0.7% | ▲+90% Added · +25K sh | |
| 23 | Linde PLC SHS | $2.6M | 5.2K | 0.6% | ▲Added Added · +5K sh | |
| 24 | Applied Matls Inc COM | $2.5M | 7.2K | 0.6% | ▲New New position | |
| 25 | Cheniere Energy Inc COM NEW | $2.5M | 8.7K | 0.6% | ▼−55% Reduced · −11K sh | |
| 26 | Expand Energy Corporation COM | $2.4M | 21.9K | 0.6% | ▲+119% Added · +12K sh | |
| 27 | General MTRS Co COM | $2.4M | 32.1K | 0.6% | ▲+854% Added · +29K sh | |
| 28 | Trane Technologies PLC SHS | $2.4M | 5.7K | 0.6% | ▲Added Added · +6K sh | |
| 29 | Simply Good Foods Co COM | $2.4M | 164.3K | 0.6% | ▲Added Added · +164K sh | |
| 30 | Crown Hldgs Inc COM | $2.3M | 23.2K | 0.6% | ▲+147% Added · +14K sh | |
| 31 | Royalty Pharma PLC SHS CLASS A | $2.3M | 48.4K | 0.6% | ▲New New position | |
| 32 | Dupont De Nemours Inc COM | $2.3M | 50.1K | 0.6% | ▲New New position | |
| 33 | Five Below Inc COM | $2.2M | 9.7K | 0.6% | ▼−43% Reduced · −7K sh | |
| 34 | Bellring Brands Inc COMMON STOCK | $2.1M | 133.1K | 0.5% | ▲Added Added · +133K sh | |
| 35 | Amphenol Corp CL A | $2.1M | 16.8K | 0.5% | ▲+264% Added · +12K sh | |
| 36 | Citigroup Inc COM NEW | $2.1M | 18.4K | 0.5% | ▲Added Added · +18K sh | |
| 37 | LKQ Corp COM | $2.1M | 71.1K | 0.5% | ▲+374% Added · +56K sh | |
| 38 | Amkor Technology Inc COM | $2.1M | 46.2K | 0.5% | ▲Added Added · +46K sh | |
| 39 | Consolidated Edison Inc COM | $2.1M | 18.1K | 0.5% | ▲New New position | |
| 40 | Analog Devices Inc COM | $2.1M | 6.4K | 0.5% | ▲Added Added · +6K sh | |
| 41 | Mastercard Incorporated CL A | $2.0M | 4.1K | 0.5% | ▲New New position | |
| 42 | Idacorp Inc COM | $2.0M | 14.2K | 0.5% | ▲Added Added · +14K sh | |
| 43 | Capital One Finl Corp COM | $1.9M | 10.7K | 0.5% | ▲+101% Added · +5K sh | |
| 44 | Molson Coors Beverage Co CL B | $1.9M | 45.1K | 0.5% | ▲+8.3% Added · +3K sh | |
| 45 | Boston Scientific Corp COM | $1.9M | 30.6K | 0.5% | ▲+29% Added · +7K sh | |
| 46 | Tapestry Inc COM | $1.9M | 13.5K | 0.5% | ▲New New position | |
| 47 | Portland Gen Elec Co COM NEW | $1.9M | 35.7K | 0.5% | ▲Added Added · +36K sh | |
| 48 | News Corp New CL A | $1.9M | 75.4K | 0.5% | ▲+717% Added · +66K sh | |
| 49 | American Tower Corp COM | $1.9M | 10.8K | 0.5% | ▲+59% Added · +4K sh | |
| 50 | Elanco Animal Health Inc COM | $1.8M | 76.9K | 0.5% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 503 | $402.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 492 | $397.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 561 | $339.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 578 | $377.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 590 | $346.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 550 | $296.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 501 | $259.4M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 465 | $239.8M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 355 | $131.6M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 347 | $132.5M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 369 | $142.7M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 428 | $184.8M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 403 | $163.9M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 15, 2023 | 350 | $143.4M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 29, 2022 | 292 | $97.6M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 288 | $89.9M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 251 | $81.5M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 10, 2022 | 287 | $103.0M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 296 | $95.9M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 12, 2021 | 577 | $265.4M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 638 | $321.2M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 582 | $292.4M | 13F-HR |
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.