Filed: 1/23/2026ACC: 0001214659-26-000779
📋 What this filing means
BAYHUNT CAPITAL LLC filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $181.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$181.11M
Total AUM (reported)
5.03M
Total Shares
Allocation by class
COM$149.65M82.6%
CL A$14.82M8.2%
COM SHS$10.42M5.8%
CL A COM$6.22M3.4%
Portfolio Concentration
Top 3$44.43M24.5%
4–10$84.15M46.5%
11–25$52.54M29.0%
Top 3 weight
24.5%
Top 10 weight
71.0%
Voting Authority Distribution
Total shares with voting rights: 5.03M
Sole
Full voting authority
5.03M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole18
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings18
Rows:
AMERICAN HOMES 4 RENT
SOLEShares461.74K
TypeSH
Market value$14.82M
8.18%
Sole
461.74K
Shared
0.00
None
0.00
GAMING & LEISURE PPTYS INC
SOLEShares331.41K
TypeSH
Market value$14.81M
8.18%
Sole
331.41K
Shared
0.00
None
0.00
BRIXMOR PPTY GROUP INC
SOLEShares564.20K
TypeSH
Market value$14.79M
8.17%
Sole
564.20K
Shared
0.00
None
0.00
EXTRA SPACE STORAGE INC
SOLEShares112.50K
TypeSH
Market value$14.65M
8.09%
Sole
112.50K
Shared
0.00
None
0.00
HIGHWOODS PPTYS INC
SOLEShares508.31K
TypeSH
Market value$13.12M
7.25%
Sole
508.31K
Shared
0.00
None
0.00
SIMON PPTY GROUP INC NEW
SOLEShares68.68K
TypeSH
Market value$12.71M
7.02%
Sole
68.68K
Shared
0.00
None
0.00
VENTAS INC
SOLEShares161.39K
TypeSH
Market value$12.49M
6.90%
Sole
161.39K
Shared
0.00
None
0.00
URBAN EDGE PPTYS
SOLEShares543.50K
TypeSH
Market value$10.43M
5.76%
Sole
543.50K
Shared
0.00
None
0.00
AMERICAN HEALTHCARE REIT
SOLEShares221.40K
TypeSH
Market value$10.42M
5.75%
Sole
221.40K
Shared
0.00
None
0.00
STAG INDL INC
SOLEShares280.81K
TypeSH
Market value$10.32M
5.70%
Sole
280.81K
Shared
0.00
None
0.00
MID-AMER APT CMNTYS INC
SOLEShares62.04K
TypeSH
Market value$8.62M
4.76%
Sole
62.04K
Shared
0.00
None
0.00
AMERICOLD REALTY TRUST INC
SOLEShares654.70K
TypeSH
Market value$8.42M
4.65%
Sole
654.70K
Shared
0.00
None
0.00
MERITAGE HOMES CORP
SOLEShares120.40K
TypeSH
Market value$7.92M
4.37%
Sole
120.40K
Shared
0.00
None
0.00
ALEXANDRIA REAL ESTATE EQ
SOLEShares140.43K
TypeSH
Market value$6.87M
3.79%
Sole
140.43K
Shared
0.00
None
0.00
EASTGROUP PPTYS INC
SOLEShares35.33K
TypeSH
Market value$6.29M
3.47%
Sole
35.33K
Shared
0.00
None
0.00
HEALTHCARE RLTY TR
SOLEShares366.75K
TypeSH
Market value$6.22M
3.43%
Sole
366.75K
Shared
0.00
None
0.00
PULTE GROUP INC
SOLEShares35.67K
TypeSH
Market value$4.18M
2.31%
Sole
35.67K
Shared
0.00
None
0.00
DOUGLAS EMMETT INC
SOLEShares365.03K
TypeSH
Market value$4.01M
2.22%
Sole
365.03K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN HOMES 4 RENTSOLE | CL A | 461.74K | SH | $14.82M 8.18% | 461.74K | 0.00 | 0.00 |
GAMING & LEISURE PPTYS INCSOLE | COM | 331.41K | SH | $14.81M 8.18% | 331.41K | 0.00 | 0.00 |
BRIXMOR PPTY GROUP INCSOLE | COM | 564.20K | SH | $14.79M 8.17% | 564.20K | 0.00 | 0.00 |
EXTRA SPACE STORAGE INCSOLE | COM | 112.50K | SH | $14.65M 8.09% | 112.50K | 0.00 | 0.00 |
HIGHWOODS PPTYS INCSOLE | COM | 508.31K | SH | $13.12M 7.25% | 508.31K | 0.00 | 0.00 |
SIMON PPTY GROUP INC NEWSOLE | COM | 68.68K | SH | $12.71M 7.02% | 68.68K | 0.00 | 0.00 |
VENTAS INCSOLE | COM | 161.39K | SH | $12.49M 6.90% | 161.39K | 0.00 | 0.00 |
URBAN EDGE PPTYSSOLE | COM | 543.50K | SH | $10.43M 5.76% | 543.50K | 0.00 | 0.00 |
AMERICAN HEALTHCARE REITSOLE | COM SHS | 221.40K | SH | $10.42M 5.75% | 221.40K | 0.00 | 0.00 |
STAG INDL INCSOLE | COM | 280.81K | SH | $10.32M 5.70% | 280.81K | 0.00 | 0.00 |
MID-AMER APT CMNTYS INCSOLE | COM | 62.04K | SH | $8.62M 4.76% | 62.04K | 0.00 | 0.00 |
AMERICOLD REALTY TRUST INCSOLE | COM | 654.70K | SH | $8.42M 4.65% | 654.70K | 0.00 | 0.00 |
MERITAGE HOMES CORPSOLE | COM | 120.40K | SH | $7.92M 4.37% | 120.40K | 0.00 | 0.00 |
ALEXANDRIA REAL ESTATE EQSOLE | COM | 140.43K | SH | $6.87M 3.79% | 140.43K | 0.00 | 0.00 |
EASTGROUP PPTYS INCSOLE | COM | 35.33K | SH | $6.29M 3.47% | 35.33K | 0.00 | 0.00 |
HEALTHCARE RLTY TRSOLE | CL A COM | 366.75K | SH | $6.22M 3.43% | 366.75K | 0.00 | 0.00 |
PULTE GROUP INCSOLE | COM | 35.67K | SH | $4.18M 2.31% | 35.67K | 0.00 | 0.00 |
DOUGLAS EMMETT INCSOLE | COM | 365.03K | SH | $4.01M 2.22% | 365.03K | 0.00 | 0.00 |