13F filer

Bridgefront Capital

As of Jun 30, 2026 Filed Aug 14, 2026 CIK 1725690 SEC filings ↗
13F Value
$379.5M
Positions
486
Top Position
CL1.5%
Top 5
6.2%

Latest filing changes

vs Mar 31, 2026
1 TSN Tyson Foods +472.0%+$4.0M
2 EL Lauder Estee Cos +165.4%+$2.5M
4 WFC Wells Fargo +177.8%+$2.0M
5 TAP Molson Coors Beverage +105.9%+$1.9M
Holdings486
# Trend (4Q)
1 CL 1.5% $5.5M NEW 60.3K — Common Stock
2 KMB 1.3% $4.9M +25.9% 44.8K 0.9% Common Stock
3 TSN 1.3% $4.9M +472.0% 85.1K 0.2% Common Stock
4 STZ 1.1% $4.3M +32.5% 30.8K 0.9% Common Stock
5 EL 1.0% $4.0M +165.4% 50.2K 0.3% Common Stock
6 KO 1.0% $3.9M NEW 48.2K — Common Stock
7 TAP 1.0% $3.6M +105.9% 92.9K 0.5% Common Stock
8 AMT 0.9% $3.3M +84.2% 19.9K 0.5% Common Stock
9 ADC 0.8% $3.1M +14.2% 41.5K 0.7% Common Stock
10 WFC 0.8% $3.1M +177.8% 37.6K 0.3% Common Stock
11 TT 0.8% $3.0M +7.7% 6.1K 0.6% Common Stock
12 OXY 0.7% $2.8M NEW 58.5K — Common Stock
13 HAL 0.7% $2.8M +133.0% 81.5K 0.3% Common Stock
14 C 0.7% $2.6M +1.3% 18.7K 0.5% Common Stock
15 SPB 0.7% $2.6M +643.6% 30.4K 0.1% Common Stock
16 ISRG 0.7% $2.6M +13.5% 6.5K 0.7% Common Stock
17 EPC 0.6% $2.4M +223.3% 89.4K 0.1% Common Stock
18 LRCX
Filing details
  • 512807306 Jun 30, 2026 5,513 reported quantity $2,388,948 reported value
0.6% $2.4M — 5.5K 0.1% — Common Stock
19 STX 0.6% $2.4M NEW 2.5K — Common Stock
20 KKR 0.6% $2.4M NEW 25.7K — Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing307
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.