Bridgefront Capital, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$402.3M
Q ending 2026-03-31
Prior quarter
$397.8M
Q ending 2025-12-31
Change
+1.1% QoQ · +16.2% YoY
Positions
503
reported holdings
Largest positions
Top 100 of 503 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Take-Two Interactive Softwar | TTWO | Shares | $4.3M | 22K |
| Tpg Inc | TPG | Shares | $3.8M | 95K |
| Constellation Brands Inc | STZ | Shares | $3.5M | 23K |
| Broadcom Inc | AVGO | Shares | $3.5M | 11K |
| Ovintiv Inc | OVV | Shares | $3.4M | 58K |
| Kimberly-Clark Corp | KMB | Shares | $3.4M | 36K |
| Clorox Co Del | CLX | Shares | $3.3M | 32K |
| Lamb Weston Hldgs Inc | LW | Shares | $3.1M | 74K |
| Keysight Technologies Inc | KEYS | Shares | $3.1M | 11K |
| Eqt Corp | EQT | Shares | $3.0M | 48K |
| Celsius Hldgs Inc | CELH | Shares | $2.9M | 82K |
| Amgen Inc | AMGN | Shares | $2.9M | 8K |
| Micron Technology Inc | MU | Shares | $2.9M | 8K |
| Host Hotels & Resorts Inc | HST | Shares | $2.8M | 144K |
| Agree Rlty Corp | ADC | Shares | $2.7M | 36K |
| Permian Resources Corp | PR | Shares | $2.7M | 127K |
| Cbre Group Inc | CBRE | Shares | $2.7M | 20K |
| American Intl Group Inc | AIG | Shares | $2.7M | 35K |
| Parker-Hannifin Corp | PH | Shares | $2.6M | 3K |
| Intuitive Surgical Inc | ISRG | Shares | $2.6M | 6K |
| Lockheed Martin Corp | LMT | Shares | $2.6M | 4K |
| Rubrik Inc. | RBRK | Shares | $2.6M | 53K |
| Linde Plc | Shares | $2.6M | 5K | |
| Applied Matls Inc | AMAT | Shares | $2.5M | 7K |
| Cheniere Energy Inc | LNG | Shares | $2.5M | 9K |
| Expand Energy Corporation | EXE | Shares | $2.4M | 22K |
| General Mtrs Co | GM | Shares | $2.4M | 32K |
| Trane Technologies Plc | Shares | $2.4M | 6K | |
| Simply Good Foods Co | SMPL | Shares | $2.4M | 164K |
| Crown Hldgs Inc | CCK | Shares | $2.3M | 23K |
| Royalty Pharma Plc | Shares | $2.3M | 48K | |
| Dupont De Nemours Inc | DDUSD | Shares | $2.3M | 50K |
| Five Below Inc | FIVE | Shares | $2.2M | 10K |
| Bellring Brands Inc | BRBR | Shares | $2.1M | 133K |
| Amphenol Corp | APH | Shares | $2.1M | 17K |
| Citigroup Inc | C | Shares | $2.1M | 18K |
| Lkq Corp | LKQ | Shares | $2.1M | 71K |
| Amkor Technology Inc | AMKR | Shares | $2.1M | 46K |
| Consolidated Edison Inc | ED | Shares | $2.1M | 18K |
| Analog Devices Inc | ADI | Shares | $2.1M | 6K |
| Mastercard Incorporated | MA | Shares | $2.0M | 4K |
| Idacorp Inc | IDA | Shares | $2.0M | 14K |
| Capital One Finl Corp | COF | Shares | $1.9M | 11K |
| Molson Coors Beverage Co | TAP | Shares | $1.9M | 45K |
| Boston Scientific Corp | BSX | Shares | $1.9M | 31K |
| Tapestry Inc | TPR | Shares | $1.9M | 13K |
| Portland Gen Elec Co | POR | Shares | $1.9M | 36K |
| News Corp New | NWSA | Shares | $1.9M | 75K |
| American Tower Corp | AMT | Shares | $1.9M | 11K |
| Elanco Animal Health Inc | ELAN | Shares | $1.8M | 77K |
| Pepsico Inc | PEP | Shares | $1.8M | 12K |
| Howmet Aerospace Inc | HWM | Shares | $1.8M | 8K |
| Thermo Fisher Scientific Inc | TMO | Shares | $1.8M | 4K |
| Ametek Inc | AME | Shares | $1.8M | 8K |
| Gen Digital Inc | GEN | Shares | $1.7M | 90K |
| Mondelez Intl Inc | MDLZ | Shares | $1.7M | 29K |
| Autodesk Inc | ADSK | Shares | $1.7M | 7K |
| Workiva Inc | WK | Shares | $1.7M | 28K |
| Dolby Laboratories Inc | DLB | Shares | $1.7M | 27K |
| Epr Pptys | EPR | Shares | $1.6M | 33K |
| Chipotle Mexican Grill Inc | CMG | Shares | $1.6M | 51K |
| Johnson Controls Internation | Shares | $1.6M | 12K | |
| Pentair Plc | Shares | $1.6M | 19K | |
| Toro Co | TTC | Shares | $1.6M | 17K |
| Freshpet Inc | FRPT | Shares | $1.6M | 27K |
| Zoominfo Technologies Inc | GTM | Shares | $1.6M | 262K |
| Ge Aerospace | GE | Shares | $1.5M | 5K |
| Wendys Co | WEN | Shares | $1.5M | 221K |
| Arrow Electrs Inc | ARW | Shares | $1.5M | 11K |
| Servicenow Inc | NOW | Shares | $1.5M | 14K |
| Veeva Sys Inc | VEEV | Shares | $1.5M | 9K |
| Axis Cap Hldgs Ltd | Shares | $1.5M | 14K | |
| Arista Networks Inc | ANET | Shares | $1.5M | 12K |
| Sl Green Rlty Corp | SLG | Shares | $1.5M | 40K |
| Tetra Tech Inc New | TTEK | Shares | $1.5M | 48K |
| Dynatrace Inc | DT | Shares | $1.5M | 39K |
| Eli Lilly & Co | LLY | Shares | $1.4M | 2K |
| Halliburton Co | HAL | Shares | $1.4M | 35K |
| Lauder Estee Cos Inc | EL | Shares | $1.4M | 19K |
| Elevance Health Inc Formerly | ELV | Shares | $1.4M | 5K |
| Ross Stores Inc | ROST | Shares | $1.3M | 6K |
| Nasdaq Inc | NDAQ | Shares | $1.3M | 16K |
| Hf Sinclair Corp | DINO | Shares | $1.3M | 21K |
| Transdigm Group Inc | TDG | Shares | $1.3M | 1K |
| Vail Resorts Inc | MTN | Shares | $1.3M | 10K |
| Emcor Group Inc | EME | Shares | $1.3M | 2K |
| Williams Cos Inc | WMB | Shares | $1.3M | 18K |
| Broadridge Finl Solutions In | BR | Shares | $1.3M | 8K |
| Synopsys Inc | SNPS | Shares | $1.3M | 3K |
| Hunt J B Trans Svcs Inc | JBHT | Shares | $1.3M | 6K |
| Apple Inc | AAPL | Shares | $1.3M | 5K |
| The Cigna Group | CI | Shares | $1.3M | 5K |
| Best Buy Inc | BBY | Shares | $1.2M | 19K |
| Rocket Cos Inc | RKT | Shares | $1.2M | 86K |
| The Trade Desk Inc | TTD | Shares | $1.2M | 54K |
| Invitation Homes Inc | INVH | Shares | $1.2M | 49K |
| Broadstone Net Lease Inc | BNL | Shares | $1.2M | 66K |
| Genpact Limited | Shares | $1.2M | 32K | |
| Lyondellbasell Industries Nv | Shares | $1.2M | 15K | |
| Axon Enterprise Inc | AXON | Shares | $1.2M | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.