Filed: 11/14/2025ACC: 0001420506-25-003390
📋 What this filing means
BRIDGEFRONT CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 561 equity positions with a total reported market value of $339.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
561
Positions
$339.85M
Total AUM (reported)
6.95M
Total Shares
Allocation by class
COM$224.71M66.1%
CL A$30.22M8.9%
COM NEW$19.96M5.9%
COM CL A$11.41M3.4%
COM SHS$8.99M2.6%
SHS$8.32M2.4%
COMMON STOCK$4.67M1.4%
Portfolio Concentration
Top 3$10.58M3.1%
4–10$17.58M5.2%
11–25$27.24M8.0%
Rest$284.46M83.7%
Top 3 weight
3.1%
Top 10 weight
8.3%
Voting Authority Distribution
Total shares with voting rights: 6.95M
Sole
Full voting authority
6.95M
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)
Sole561
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings561
Rows:
LAM RESEARCH CORP
SOLEShares32.95K
TypeSH
Market value$4.41M
1.30%
Sole
32.95K
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares14.68K
TypeSH
Market value$3.09M
0.91%
Sole
14.68K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares9.67K
TypeSH
Market value$3.07M
0.90%
Sole
9.67K
Shared
0.00
None
0.00
GUIDEWIRE SOFTWARE INC
SOLEShares11.50K
TypeSH
Market value$2.64M
0.78%
Sole
11.50K
Shared
0.00
None
0.00
VISA INC
SOLEShares7.56K
TypeSH
Market value$2.58M
0.76%
Sole
7.56K
Shared
0.00
None
0.00
ALTRIA GROUP INC
SOLEShares39.03K
TypeSH
Market value$2.58M
0.76%
Sole
39.03K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares26.32K
TypeSH
Market value$2.57M
0.76%
Sole
26.32K
Shared
0.00
None
0.00
TYSON FOODS INC
SOLEShares46.12K
TypeSH
Market value$2.50M
0.74%
Sole
46.12K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares23.73K
TypeSH
Market value$2.41M
0.71%
Sole
23.73K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares14.92K
TypeSH
Market value$2.29M
0.67%
Sole
14.92K
Shared
0.00
None
0.00
KEURIG DR PEPPER INC
SOLEShares89.09K
TypeSH
Market value$2.27M
0.67%
Sole
89.09K
Shared
0.00
None
0.00
INTERNATIONAL FLAVORS&FRAGRA
SOLEShares33.81K
TypeSH
Market value$2.08M
0.61%
Sole
33.81K
Shared
0.00
None
0.00
CRH PLC
SOLEShares16.78K
TypeSH
Market value$2.01M
0.59%
Sole
16.78K
Shared
0.00
None
0.00
GEN DIGITAL INC
SOLEShares67.60K
TypeSH
Market value$1.92M
0.56%
Sole
67.60K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares7.71K
TypeSH
Market value$1.89M
0.56%
Sole
7.71K
Shared
0.00
None
0.00
CONSTELLATION BRANDS INC
SOLEShares13.74K
TypeSH
Market value$1.85M
0.54%
Sole
13.74K
Shared
0.00
None
0.00
MASTEC INC
SOLEShares8.21K
TypeSH
Market value$1.75M
0.51%
Sole
8.21K
Shared
0.00
None
0.00
ZSCALER INC
SOLEShares5.77K
TypeSH
Market value$1.73M
0.51%
Sole
5.77K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares11.45K
TypeSH
Market value$1.73M
0.51%
Sole
11.45K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares3.30K
TypeSH
Market value$1.71M
0.50%
Sole
3.30K
Shared
0.00
None
0.00
BELLRING BRANDS INC
SOLEShares47K
TypeSH
Market value$1.71M
0.50%
Sole
47K
Shared
0.00
None
0.00
PAYLOCITY HLDG CORP
SOLEShares10.58K
TypeSH
Market value$1.69M
0.50%
Sole
10.58K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares7.79K
TypeSH
Market value$1.66M
0.49%
Sole
7.79K
Shared
0.00
None
0.00
BAXTER INTL INC
SOLEShares71.60K
TypeSH
Market value$1.63M
0.48%
Sole
71.60K
Shared
0.00
None
0.00
HASBRO INC
SOLEShares21.39K
TypeSH
Market value$1.62M
0.48%
Sole
21.39K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LAM RESEARCH CORPSOLE | COM NEW | 32.95K | SH | $4.41M 1.30% | 32.95K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 14.68K | SH | $3.09M 0.91% | 14.68K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 9.67K | SH | $3.07M 0.90% | 9.67K | 0.00 | 0.00 |
GUIDEWIRE SOFTWARE INCSOLE | COM | 11.50K | SH | $2.64M 0.78% | 11.50K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 7.56K | SH | $2.58M 0.76% | 7.56K | 0.00 | 0.00 |
ALTRIA GROUP INCSOLE | COM | 39.03K | SH | $2.58M 0.76% | 39.03K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 26.32K | SH | $2.57M 0.76% | 26.32K | 0.00 | 0.00 |
TYSON FOODS INCSOLE | CL A | 46.12K | SH | $2.50M 0.74% | 46.12K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 23.73K | SH | $2.41M 0.71% | 23.73K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 14.92K | SH | $2.29M 0.67% | 14.92K | 0.00 | 0.00 |
KEURIG DR PEPPER INCSOLE | COM | 89.09K | SH | $2.27M 0.67% | 89.09K | 0.00 | 0.00 |
INTERNATIONAL FLAVORS&FRAGRASOLE | COM | 33.81K | SH | $2.08M 0.61% | 33.81K | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 16.78K | SH | $2.01M 0.59% | 16.78K | 0.00 | 0.00 |
GEN DIGITAL INCSOLE | COM | 67.60K | SH | $1.92M 0.56% | 67.60K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 7.71K | SH | $1.89M 0.56% | 7.71K | 0.00 | 0.00 |
CONSTELLATION BRANDS INCSOLE | CL A | 13.74K | SH | $1.85M 0.54% | 13.74K | 0.00 | 0.00 |
MASTEC INCSOLE | COM | 8.21K | SH | $1.75M 0.51% | 8.21K | 0.00 | 0.00 |
ZSCALER INCSOLE | COM | 5.77K | SH | $1.73M 0.51% | 5.77K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 11.45K | SH | $1.73M 0.51% | 11.45K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.30K | SH | $1.71M 0.50% | 3.30K | 0.00 | 0.00 |
BELLRING BRANDS INCSOLE | COMMON STOCK | 47K | SH | $1.71M 0.50% | 47K | 0.00 | 0.00 |
PAYLOCITY HLDG CORPSOLE | COM | 10.58K | SH | $1.69M 0.50% | 10.58K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 7.79K | SH | $1.66M 0.49% | 7.79K | 0.00 | 0.00 |
BAXTER INTL INCSOLE | COM | 71.60K | SH | $1.63M 0.48% | 71.60K | 0.00 | 0.00 |
HASBRO INCSOLE | COM | 21.39K | SH | $1.62M 0.48% | 21.39K | 0.00 | 0.00 |
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