Skip to main content
Livermore
Livermore
ZHEN

Bridgefront Capital, LLC

SEC CIK
0001725690
Latest filing
Aug 14, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 12, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
288
+37 vs. Q1 2022
Portfolio value
$89.9M
+$8.48M (+10.4%) vs. Q1 2022
Filed
Aug 12, 2022
SEC
Holdings of Bridgefront Capital, LLC in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
PGRProgressive CorpStock8,621$1.00M1.1%+8,621NewHistory
FEFirstenergy CorpCOM25,078$963.0K1.1%+25,078NewHistory
ROLRollins IncCOM26,510$926.0K1.0%+26,510NewHistory
REXRRexford Industrial Realty, Inc.COM15,991$921.0K1.0%+15,991NewHistory
TSCOTractor Supply CoCOM4,732$917.0K1.0%+4,732NewHistory
ORLYO Reilly Automotive IncStock1,385$875.0K1.0%+1,385NewHistory
NKENIKE, Inc.Stock8,236$842.0K0.9%+3,608+78.0%AddedHistory
TRIPTripAdvisor, Inc.COM45,674$813.0K0.9%+8,241+22.0%AddedHistory
BYDBoyd Gaming CorpCOM16,067$799.0K0.9%+16,067NewHistory
FLYYSpirit Aviation Holdings, Inc.COM32,423$773.0K0.9%+32,423NewHistory
CMCSAComcast CorpStock17,174$674.0K0.7%+17,174NewHistory
HLTHilton Worldwide Holdings Inc.COM5,706$636.0K0.7%+5,706NewHistory
ESEversource EnergyStock7,480$632.0K0.7%+7,480NewHistory
CNKCinemark Holdings, Inc.COM41,506$623.0K0.7%+41,506NewHistory
MSMorgan StanleyStock8,080$615.0K0.7%−390−4.6%ReducedHistory
NTAPNetApp, Inc.Stock9,420$615.0K0.7%+9,420NewHistory
VZVerizon Communications IncStock12,022$610.0K0.7%−12,454−50.9%ReducedHistory
PRKSUnited Parks & Resorts Inc.COM13,650$603.0K0.7%+2,720+24.9%AddedHistory
MAAMid America Apartment Communities Inc.COM3,436$600.0K0.7%−329−8.7%ReducedHistory
IRIngersoll Rand Inc.COM14,130$595.0K0.7%+14,130NewHistory
DGXQuest Diagnostics IncCOM4,395$584.0K0.6%+4,395NewHistory
PXDPioneer Natural Resources CoCOM2,557$570.0K0.6%+1,351+112.0%AddedHistory
ZSZscaler, Inc.Stock3,778$565.0K0.6%+3,778NewHistory
CHDChurch & Dwight Co IncCOM6,092$564.0K0.6%+6,092NewHistory
AAPLApple Inc.Stock4,049$554.0K0.6%−257−6.0%ReducedHistory
CDKCDK Global, Inc.COM10,078$552.0K0.6%+10,078NewHistory
HOLXHologic IncCOM7,809$541.0K0.6%+7,809NewHistory
AJGArthur J. Gallagher & Co.COM3,315$540.0K0.6%+3,315NewHistory
BJBJ's Wholesale Club Holdings, Inc.COM8,626$538.0K0.6%+8,626NewHistory
MARMarriott International IncStock3,858$525.0K0.6%+2,103+119.8%AddedHistory
ASMLASML Holding NVADR1,104$525.0K0.6%+1,104NewHistory
KHCKraft Heinz CoStock13,463$513.0K0.6%+13,463NewHistory
MDTMedtronic plcStock5,508$494.0K0.5%+5,508NewHistory
ELANElanco Animal Health IncCOM25,191$494.0K0.5%+25,191NewHistory
DRIDarden Restaurants IncCOM4,354$493.0K0.5%−431−9.0%ReducedHistory
BOOTBoot Barn Holdings, Inc.COM7,072$487.0K0.5%+7,072NewHistory
IBMInternational Business Machines CorpStock3,426$484.0K0.5%+1,573+84.9%AddedHistory
GPKGraphic Packaging Holding CoCOM23,496$482.0K0.5%+23,496NewHistory
MMM3M CoStock3,682$476.0K0.5%+3,682NewHistory
DECKDeckers Outdoor CorpCOM1,854$473.0K0.5%+1,854NewHistory
GRMNGarmin LtdSHS4,755$467.0K0.5%+4,755NewHistory
CMSCMS Energy CorpCOM6,860$463.0K0.5%+6,860NewHistory
ACGLArch Capital Group Ltd.Stock10,103$460.0K0.5%+1,457+16.9%AddedHistory
GEGeneral Electric CoStock7,218$460.0K0.5%+4,366+153.1%AddedHistory
JPMJPMorgan Chase & CoStock4,088$460.0K0.5%+1,164+39.8%AddedHistory
QCOMQualcomm IncStock3,595$459.0K0.5%+3,595NewHistory
LNCLincoln National CorpCOM9,800$458.0K0.5%+9,800NewHistory
FTNTFortinet, Inc.Stock7,989$452.0K0.5%+7,989NewHistory
PANWPalo Alto Networks IncStock911$450.0K0.5%+911NewHistory
CMECME Group Inc.COM2,194$449.0K0.5%+437+24.9%AddedHistory
FDXFedEx CorpStock1,948$442.0K0.5%+1,948NewHistory
RMDResmed IncCOM2,096$439.0K0.5%+2,096NewHistory
MPCMarathon Petroleum CorpStock5,305$436.0K0.5%+5,305NewHistory
COFCapital One Financial CorpStock4,179$435.0K0.5%+4,179NewHistory
XRAYDentsply Sirona Inc.Stock12,092$432.0K0.5%+12,092NewHistory
USBUS Bancorp DECOM NEW9,397$432.0K0.5%+9,397NewHistory
MSFTMicrosoft CorpStock1,663$427.0K0.5%+567+51.7%AddedHistory
LYBLyondellBasell Industries N.V.SHS - A -4,864$425.0K0.5%+4,864NewHistory
BXPBXP, Inc.COM4,735$421.0K0.5%+4,735NewHistory
BCEBce IncCOM NEW8,565$421.0K0.5%+8,565NewHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR5,076$415.0K0.5%+5,076NewHistory
DTMDT Midstream, Inc.COMMON STOCK8,469$415.0K0.5%+8,469NewHistory
INFYInfosys LtdSPONSORED ADR22,352$414.0K0.5%+22,352NewHistory
BKNGBooking Holdings Inc.Stock236$413.0K0.5%+236NewHistory
KFYKorn FerryCOM NEW7,060$410.0K0.5%+7,060NewHistory
STZConstellation Brands, Inc.Stock1,753$409.0K0.5%+1,753NewHistory
FLFoot Locker, Inc.COM16,110$407.0K0.5%+16,110NewHistory
LSCCLattice Semiconductor CorpCOM8,370$406.0K0.5%+8,370NewHistory
IAAIAA, Inc.COM12,164$399.0K0.4%+12,164NewHistory
DOWDow Inc.Stock7,674$396.0K0.4%+7,674NewHistory
UNPUnion Pacific CorpStock1,850$395.0K0.4%+1,850NewHistory
PNWPinnacle West Capital CorpCOM5,344$391.0K0.4%−1,043−16.3%ReducedHistory
LMTLockheed Martin CorpStock907$390.0K0.4%+907NewHistory
COHRCoherent Corp.COM7,629$389.0K0.4%+7,629NewHistory
LBTYKLiberty Global Ltd.SHS CL C17,492$386.0K0.4%+17,492NewHistory
LNTAlliant Energy CorpStock6,536$383.0K0.4%+2,173+49.8%AddedHistory
OGSONE Gas, Inc.COM4,714$383.0K0.4%+4,714NewHistory
SHWSherwin Williams CoCOM1,700$381.0K0.4%+1,700NewHistory
LENLennar CorpCL A5,357$378.0K0.4%+5,357NewHistory
JNPRJuniper Networks IncCOM13,265$378.0K0.4%+13,265NewHistory
AREAlexandria Real Estate Equities, Inc.COM2,602$377.0K0.4%−1,453−35.8%ReducedHistory
PKPark Hotels & Resorts Inc.COM27,699$376.0K0.4%+27,699NewHistory
MUMicron Technology IncStock6,676$369.0K0.4%+6,676NewHistory
RGENRepligen CorpCOM2,253$366.0K0.4%+2,253NewHistory
DLBDolby Laboratories, Inc.COM CL A5,093$364.0K0.4%+5,093NewHistory
PBProsperity Bancshares IncCOM5,321$363.0K0.4%+2,006+60.5%AddedHistory
EDConsolidated Edison IncStock3,794$361.0K0.4%+3,794NewHistory
FDSFactset Research Systems IncStock937$360.0K0.4%+937NewHistory
CBRLCracker Barrel Old Country Store, IncCOM4,304$359.0K0.4%+4,304NewHistory
TPRTapestry, Inc.COM11,662$356.0K0.4%+11,662NewHistory
EHCEncompass Health CorpCOM6,274$352.0K0.4%+6,274NewHistory
KRCKilroy Realty CorpCOM6,730$352.0K0.4%+6,730NewHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS46,687$351.0K0.4%+46,687NewHistory
WECWec Energy Group, Inc.Stock3,460$348.0K0.4%+3,460NewHistory
ULTAUlta Beauty, Inc.Stock897$346.0K0.4%+897NewHistory
CBTCabot CorpCOM5,405$345.0K0.4%+5,405NewHistory
TRMBTrimble Inc.COM5,927$345.0K0.4%+5,927NewHistory
WERNWerner Enterprises IncCOM8,905$343.0K0.4%+2,001+29.0%AddedHistory
ALLEAllegion plcORD SHS3,487$341.0K0.4%+3,487NewHistory
GOOSCanada Goose Holdings Inc.SHS SUB VTG18,852$340.0K0.4%+5,680+43.1%AddedHistory

Sold out since Q1 2022 (188)

Positions held at the end of Q1 2022 that are gone from this filing.

The largest 100 of 188 by value last quarter.

Positions of Bridgefront Capital, LLC sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
UDRUDR, Inc.COM20,377$1.17M1.4%History
ORealty Income CorpREIT13,343$925.0K1.1%History
KMBKimberly Clark CorpStock7,094$874.0K1.1%History
BACBank of America CorpStock20,277$836.0K1.0%History
NINisource Inc.COM25,656$816.0K1.0%History
SONOSonos IncCOM28,872$815.0K1.0%History
EXRExtra Space Storage Inc.COM3,903$802.0K1.0%History
BAXBaxter International IncStock9,481$735.0K0.9%History
JNJJohnson & JohnsonStock3,950$700.0K0.9%History
HRBH&R Block IncCOM26,829$699.0K0.9%History
ITWIllinois Tool Works IncStock3,255$682.0K0.8%History
WFCWells Fargo & CompanyStock13,244$642.0K0.8%History
HUMHumana IncStock1,402$610.0K0.7%History
WRBBerkley W R CorpCOM8,982$598.0K0.7%History
ELEstee Lauder Companies IncCL A2,105$573.0K0.7%History
FLOWSPX FLOW, Inc.COM6,618$571.0K0.7%History
KOCoca Cola CoStock8,930$554.0K0.7%History
GWWW.W. Grainger, Inc.Stock1,052$543.0K0.7%History
LYVLive Nation Entertainment, Inc.COM4,603$541.0K0.7%History
WHRWhirlpool CorpStock3,099$535.0K0.7%History
BKRBaker Hughes CoCL A14,697$535.0K0.7%History
FNDFloor & Decor Holdings, Inc.CL A6,487$525.0K0.6%History
MPTMedical Properties Trust IncCOM23,733$502.0K0.6%History
PLAYDave & Buster's Entertainment, Inc.COM9,743$478.0K0.6%History
GISGeneral Mills IncStock6,731$456.0K0.6%History
NRGNRG Energy, Inc.Stock11,569$444.0K0.5%History
WDAYWorkday, Inc.CL A1,830$438.0K0.5%History
TELTE Connectivity plcREG SHS3,254$426.0K0.5%History
GMGeneral Motors CoCOM9,695$424.0K0.5%History
PNCPNC Financial Services Group, Inc.Stock2,284$421.0K0.5%History
ATRAptargroup, Inc.Stock3,574$420.0K0.5%History
WELLWelltower Inc.REIT4,362$419.0K0.5%History
FIVEFive Below, IncCOM2,646$419.0K0.5%History
HIIHuntington Ingalls Industries, Inc.COM2,063$411.0K0.5%History
CNOCNO Financial Group, Inc.COM15,766$396.0K0.5%History
CTXSCitrix Systems IncCOM3,887$392.0K0.5%History
CICigna GroupStock1,632$391.0K0.5%History
CTSHCognizant Technology Solutions CorpCL A4,339$389.0K0.5%History
EPRTEssential Properties Realty Trust, Inc.COM15,088$382.0K0.5%History
TRNOTerreno Realty CorpCOM5,137$380.0K0.5%History
CBRECbre Group, Inc.CL A4,140$379.0K0.5%History
NLSNNielsen Holdings plcSHS EUR13,523$368.0K0.5%History
NVSTEnvista Holdings CorpCOM7,485$365.0K0.4%History
BTIBritish American Tobacco p.l.c.SPONSORED ADR8,573$361.0K0.4%History
FTVFortive CorpStock5,889$359.0K0.4%History
TTCToro CoCOM4,170$356.0K0.4%History
GPCGenuine Parts CoStock2,780$350.0K0.4%History
RHIRobert Half Inc.COM3,027$346.0K0.4%History
NVDANVIDIA CorpStock1,263$345.0K0.4%History
URBNUrban Outfitters IncCOM13,688$344.0K0.4%History
BMRNBiomarin Pharmaceutical IncCOM4,407$340.0K0.4%History
HWMHowmet Aerospace Inc.Stock9,392$338.0K0.4%History
ITTItt Inc.COM4,500$338.0K0.4%History
CERNCERNER CorpCOM3,576$335.0K0.4%History
JEFJefferies Financial Group Inc.COM10,162$334.0K0.4%History
EWEdwards Lifesciences CorpStock2,815$331.0K0.4%History
CPBCAMPBELL'S CoCOM7,433$331.0K0.4%History
DVNDevon Energy CorpStock5,560$329.0K0.4%History
ANETArista Networks, Inc.COM2,353$327.0K0.4%History
ZMZoom Communications, Inc.Stock2,772$325.0K0.4%History
HHyatt Hotels CorpCOM CL A3,410$325.0K0.4%History
BGSB&G Foods, Inc.COM12,024$324.0K0.4%History
EWBCEast West Bancorp IncCOM4,085$323.0K0.4%History
CBChubb LtdStock1,505$322.0K0.4%History
DEDeere & CoStock768$319.0K0.4%History
CONNConns IncCOM20,694$319.0K0.4%History
IPGInterpublic Group of Companies, Inc.COM8,986$319.0K0.4%History
ILMNIllumina, Inc.COM911$318.0K0.4%History
PEGAPegasystems IncCOM3,934$317.0K0.4%History
UFPIUfp Industries IncCOM4,108$317.0K0.4%History
TXNTexas Instruments IncStock1,718$315.0K0.4%History
ULUnilever PLCSPON ADR NEW6,785$309.0K0.4%History
TXRHTexas Roadhouse, Inc.COM3,678$308.0K0.4%History
ENOVEnovis CORPCOM7,686$306.0K0.4%History
SRSpire IncCOM4,251$305.0K0.4%History
SSDSimpson Manufacturing Co., Inc.COM2,739$299.0K0.4%History
TGNATegna IncCOM13,271$297.0K0.4%History
SLABSilicon Laboratories Inc.Stock1,964$295.0K0.4%History
FTDRFrontdoor, Inc.COM9,755$291.0K0.4%History
ENSGEnsign Group, IncCOM3,211$289.0K0.4%History
WBAWalgreens Boots Alliance, Inc.COM6,452$289.0K0.4%History
FCXFreeport-McMoran IncStock5,786$288.0K0.4%History
TMUST-Mobile US, Inc.Stock2,245$288.0K0.4%History
CBOECboe Global Markets, Inc.COM2,513$288.0K0.4%History
Atotech LtdG0625A105COM13,134$288.0K0.4%–
RVLVRevolve Group, Inc.CL A5,345$287.0K0.4%History
IEXIdex CorpCOM1,496$287.0K0.4%History
LHLabcorp Holdings Inc.COM NEW1,079$284.0K0.3%History
MGMMGM Resorts InternationalStock6,747$283.0K0.3%History
CCEPCoca-Cola Europacific Partners plcSHS5,768$280.0K0.3%History
HALHalliburton CoStock7,322$277.0K0.3%History
PCHPotlatchdeltic CorpCOM5,211$275.0K0.3%History
AIZAssurant, Inc.Stock1,507$274.0K0.3%History
METMetlife IncStock3,854$271.0K0.3%History
EQNREquinor ASASPONSORED ADR7,213$271.0K0.3%History
EXPEExpedia Group, Inc.Stock1,373$269.0K0.3%History
MCMoelis & CoCL A5,720$269.0K0.3%History
DEIDouglas Emmett IncCOM8,031$268.0K0.3%History
APAAPA CorpStock6,471$267.0K0.3%History
HEIHeico CorpCOM1,725$265.0K0.3%History