Bayhunt Capital LLC

MILL VALLEY, CA · CIK 2058173 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2024 · limited liability company

Assets managed$362.1m
Staff1 · 1 in investment roles
Main clients (by assets)Private funds 100%
Form ADV · 2026-02-20SEC adviser record

Legal entityBAYHUNT CAPITAL LLC (US)

Others nearbyMill Valley, CA

$77.1m reported value -27.0% vs Q1 2026

23positions

64.6%in top 10

9 new 2 added 12 reduced 6 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AMERICAN HEALTHCARE REIT INC COM SHS AHR	AHR	150,189	$7.1m9.17%	9.17%	Reduced -67.2k	-67,229 -30.9%
2	AMERICAN HOMES 4 RENT CL A AMH	AMH	201,838	$6.5m8.40%	8.40%	New
3	VENTAS INC COM VTR	VTR	77,424	$6.0m7.77%	7.77%	Added +42.3k	+42,324 120.6%
4	BRIXMOR PPTY GROUP INC COM BRX	BRX	221,236	$5.8m7.52%	7.52%	Reduced -155.7k	-155,657 -41.3%
5	WELLTOWER INC COM WELL	WELL	29,003	$5.4m6.98%	6.98%	Reduced -28.7k	-28,668 -49.7%
6	STAG INDL INC COM STAG	STAG	121,296	$4.5m5.78%	5.78%	Reduced -38.5k	-38,515 -24.1%
7	MACERICH CO COM MAC	MAC	239,064	$4.4m5.72%	5.72%	New
8	EXTRA SPACE STORAGE INC COM EXR	EXR	31,894	$4.2m5.39%	5.39%	Added +2.9k	+2,871 9.9%
9	LENNAR CORP CL A LEN	LEN	29,936	$3.1m3.99%	3.99%	New
10	URBAN EDGE PPTYS COM UE	UE	154,190	$3.0m3.84%	3.84%	Reduced -289.7k	-289,702 -65.3%
11	AMERICOLD REALTY TRUST INC COM COLD	COLD	229,378	$2.9m3.83%	3.83%	Reduced -155.2k	-155,215 -40.4%
12	KILROY RLTY CORP COM KRC	KRC	75,646	$2.8m3.67%	3.67%	Reduced -31.2k	-31,246 -29.2%
13	DOUGLAS EMMETT INC COM DEI	DEI	241,209	$2.7m3.44%	3.44%	New
14	HIGHWOODS PPTYS INC COM HIW	HIW	99,315	$2.6m3.33%	3.33%	Reduced -72.6k	-72,635 -42.2%
15	ALEXANDRIA REAL ESTATE EQ IN COM ARE	ARE	50,612	$2.5m3.21%	3.21%	Reduced -16.3k	-16,320 -24.4%
16	CENTURY CMNTYS INC COM CCS	CCS	39,817	$2.4m3.07%	3.07%	New
17	MERITAGE HOMES CORP COM MTH	MTH	33,963	$2.2m2.90%	2.90%	New
18	UDR INC COM UDR	UDR	49,511	$1.8m2.36%	2.36%	Reduced -172.1k	-172,071 -77.7%
19	EQUITY RESIDENTIAL SH BEN INT VMRK	VMRK	28,747	$1.8m2.35%	2.35%	Reduced -92.0k	-92,031 -76.2%
20	DIGITAL RLTY TR INC COM DLR	DLR	11,644	$1.8m2.34%	2.34%	New
21	ESSENTIAL PPTYS RLTY TR INC COM EPRT	EPRT	57,279	$1.7m2.20%	2.20%	Reduced -95.4k	-95,428 -62.5%
22	M/I HOMES INC COM MHO	MHO	11,640	$1.5m1.93%	1.93%	New
23	FIRST INDL RLTY TR INC COM FR	FR	10,970	$628.3k0.81%	0.81%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CUBESMART CUBE	CUBE	109,958	$4.0m110.0k shares
COPT DEFENSE PROPERTIES CDP	CDP	129,584	$3.6m129.6k shares
EASTGROUP PPTYS INC EGP	EGP	17,519	$3.1m17.5k shares
SIMON PPTY GROUP INC NEW SPG	SPG	15,696	$2.9m15.7k shares
PULTE GROUP INC PHM	PHM	15,127	$1.8m15.1k shares
TAYLOR MORRISON HOME CORP TMHC	TMHC	26,674	$1.6m26.7k shares