Bridgefront Capital, LLC
- SEC CIK
- 0001725690
- Latest filing
- Aug 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 428
- +25 vs. Q1 2023
- Portfolio value
- $184.8M
- +$20.9M (+12.7%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GLGlobe Life Inc. | COM | 2,207 | $241.9K | 0.1% | +2,207 | New | History |
| ODPODP Corp | COM | 5,185 | $242.8K | 0.1% | +5,185 | New | History |
| SBUXStarbucks Corp | Stock | 2,460 | $243.7K | 0.1% | +2,460 | New | History |
| LITELumentum Holdings Inc. | COM | 4,308 | $244.4K | 0.1% | +4,308 | New | History |
| KSSKOHLS Corp | Stock | 10,683 | $246.2K | 0.1% | +10,683 | New | History |
| RHRH | COM | 751 | $247.5K | 0.1% | +751 | New | History |
| CRHCRH Public Ltd Co | ADR | 4,494 | $250.5K | 0.1% | +4,494 | New | History |
| FLSFlowserve Corp | COM | 6,760 | $251.1K | 0.1% | +6,760 | New | History |
| CVLTCommvault Systems Inc | COM | 3,464 | $251.6K | 0.1% | +3,464 | New | History |
| AIZAssurant, Inc. | Stock | 2,005 | $252.1K | 0.1% | −770−27.7% | Reduced | History |
| BCCBoise Cascade Co | COM | 2,813 | $254.2K | 0.1% | +2,813 | New | History |
| IFFInternational Flavors & Fragrances Inc | COM | 3,207 | $255.2K | 0.1% | +3,207 | New | History |
| ASMLASML Holding NV | ADR | 353 | $255.8K | 0.1% | +353 | New | History |
| ULTAUlta Beauty, Inc. | Stock | 547 | $257.4K | 0.1% | −528−49.1% | Reduced | History |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 32,719 | $258.2K | 0.1% | +32,719 | New | History |
| PEverpure, Inc. | CL A | 7,016 | $258.3K | 0.1% | +7,016 | New | History |
| MANManpowerGroup Inc. | COM | 3,256 | $258.5K | 0.1% | +3,256 | New | History |
| HPHelmerich & Payne, Inc. | COM | 7,298 | $258.7K | 0.1% | +1,540+26.7% | Added | History |
| EHCEncompass Health Corp | COM | 3,821 | $258.7K | 0.1% | +3,821 | New | History |
| PPLIPeople Inc | COM NEW | 4,127 | $259.2K | 0.1% | +4,127 | New | History |
| JJacobs Solutions Inc. | COM | 2,183 | $259.5K | 0.1% | +2,183 | New | History |
| CSIQCanadian Solar Inc. | COM | 6,724 | $260.2K | 0.1% | +6,724 | New | History |
| WENWendy's Co | Stock | 12,043 | $261.9K | 0.1% | +12,043 | New | History |
| TSTenaris SA | SPONSORED ADS | 8,751 | $262.1K | 0.1% | +8,751 | New | History |
| ORCLOracle Corp | Stock | 2,207 | $262.8K | 0.1% | +2,207 | New | History |
| GENGen Digital Inc. | Stock | 14,174 | $262.9K | 0.1% | +14,174 | New | History |
| CTRACoterra Energy Inc. | Stock | 10,395 | $263.0K | 0.1% | +10,395 | New | History |
| RAREUltragenyx Pharmaceutical Inc. | COM | 5,702 | $263.0K | 0.1% | +5,702 | New | History |
| AXNXAxonics, Inc. | COM | 5,225 | $263.7K | 0.1% | +5,225 | New | History |
| CNXCNX Resources Corp | COM | 14,903 | $264.1K | 0.1% | +14,903 | New | History |
| VLYValley National Bancorp | COM | 34,147 | $264.6K | 0.1% | +34,147 | New | History |
| SEMSelect Medical Holdings Corp | COM | 8,339 | $265.7K | 0.1% | +8,339 | New | History |
| HEHawaiian Electric Industries Inc | COM | 7,355 | $266.3K | 0.1% | +7,355 | New | History |
| FFord Motor Co | Stock | 17,666 | $267.3K | 0.1% | +17,666 | New | History |
| SMARSmartsheet Inc | COM CL A | 6,989 | $267.4K | 0.1% | +6,989 | New | History |
| EPREpr Properties | COM SH BEN INT | 5,725 | $267.9K | 0.1% | +5,725 | New | History |
| NTNXNutanix, Inc. | Stock | 9,556 | $268.0K | 0.1% | +9,556 | New | History |
| TEXTerex Corp | Stock | 4,490 | $268.6K | 0.1% | +4,490 | New | History |
| Sunpower Corp867652406 | COM | 27,508 | $269.6K | 0.1% | +13,284+93.4% | Added | – |
| IOTSamsara Inc. | Stock | 9,738 | $269.8K | 0.1% | +9,738 | New | History |
| SEICSEI Investments Co | COM | 4,540 | $270.7K | 0.1% | +4,540 | New | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 2,615 | $271.9K | 0.1% | +2,615 | New | History |
| CTRECareTrust REIT, Inc. | COM | 13,742 | $272.9K | 0.1% | +13,742 | New | History |
| KMTKennametal Inc | COM | 9,642 | $273.7K | 0.1% | +9,642 | New | History |
| KEXKirby Corp | COM | 3,559 | $273.9K | 0.1% | +3,559 | New | History |
| IDCCInterDigital, Inc. | COM | 2,839 | $274.1K | 0.1% | +2,839 | New | History |
| DUOLDuolingo, Inc. | CL A COM | 1,922 | $274.7K | 0.1% | +1,922 | New | History |
| STNEStoneCo Ltd. | COM | 21,670 | $276.1K | 0.1% | +21,670 | New | History |
| SPXCSPX Technologies, Inc. | COM | 3,255 | $276.6K | 0.1% | +3,255 | New | History |
| CRSCarpenter Technology Corp | COM | 4,932 | $276.8K | 0.1% | +4,932 | New | History |
| TWTradeweb Markets Inc. | Stock | 4,045 | $277.0K | 0.1% | +4,045 | New | History |
| CHDChurch & Dwight Co Inc | COM | 2,764 | $277.0K | 0.1% | +2,764 | New | History |
| BIIBBiogen Inc. | COM | 975 | $277.7K | 0.2% | +975 | New | History |
| BALLBALL Corp | COM | 4,773 | $277.8K | 0.2% | +4,773 | New | History |
| JXNJackson Financial Inc. | COM CL A | 9,121 | $279.2K | 0.2% | +9,121 | New | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 3,022 | $279.4K | 0.2% | +3,022 | New | History |
| TDOCTeladoc Health, Inc. | COM | 11,076 | $280.4K | 0.2% | +11,076 | New | History |
| DKDelek US Holdings, Inc. | COM | 11,718 | $280.6K | 0.2% | +11,718 | New | History |
| PFEPfizer Inc | Stock | 7,682 | $281.8K | 0.2% | +1,814+30.9% | Added | History |
| HALHalliburton Co | Stock | 8,572 | $282.8K | 0.2% | +8,572 | New | History |
| VODVodafone Group Public Ltd Co | ADR | 30,007 | $283.6K | 0.2% | +5,126+20.6% | Added | History |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 4,508 | $284.0K | 0.2% | −4,330−49.0% | Reduced | History |
| TGTXTG Therapeutics, Inc. | COM | 11,509 | $285.9K | 0.2% | +11,509 | New | History |
| SNCYSun Country Airlines Holdings, LLC | COM | 12,760 | $286.8K | 0.2% | +12,760 | New | History |
| UAUnder Armour, Inc. | CL C | 42,930 | $288.1K | 0.2% | +42,930 | New | History |
| ABRArbor Realty Trust Inc | COM | 19,458 | $288.4K | 0.2% | +19,458 | New | History |
| RPRXRoyalty Pharma plc | SHS CLASS A | 9,419 | $289.5K | 0.2% | +9,419 | New | History |
| RHPRyman Hospitality Properties, Inc. | COM | 3,125 | $290.4K | 0.2% | +3,125 | New | History |
| AAPAdvance Auto Parts Inc | COM | 4,143 | $291.3K | 0.2% | −1,300−23.9% | Reduced | History |
| BXBlackstone Inc. | COM | 3,145 | $292.4K | 0.2% | +3,145 | New | History |
| HAINHain Celestial Group Inc | COM | 23,413 | $292.9K | 0.2% | +23,413 | New | History |
| GMSGMS Inc. | COM | 4,240 | $293.4K | 0.2% | +4,240 | New | History |
| HRHealthcare Realty Trust Inc | CL A COM | 15,575 | $293.7K | 0.2% | +15,575 | New | History |
| ASHAshland Inc. | COM | 3,398 | $295.3K | 0.2% | +3,398 | New | History |
| TRIThomson Reuters Corp | COM NO PAR | 2,190 | $295.5K | 0.2% | +2,190 | New | History |
| XPXP Inc. | CL A | 12,627 | $296.2K | 0.2% | +12,627 | New | History |
| ZNTLZentalis Pharmaceuticals, Inc. | COM | 10,560 | $297.9K | 0.2% | +10,560 | New | History |
| WEXWEX Inc. | COM | 1,638 | $298.2K | 0.2% | +1,638 | New | History |
| AXTAAxalta Coating Systems Ltd. | COM | 9,114 | $299.0K | 0.2% | −654−6.7% | Reduced | History |
| PGRProgressive Corp | Stock | 2,264 | $299.7K | 0.2% | +2,264 | New | History |
| TFIITFI International Inc. | COM | 2,632 | $299.9K | 0.2% | +2,632 | New | History |
| CRNCCerence Inc. | COM | 10,286 | $300.7K | 0.2% | +10,286 | New | History |
| ACNAccenture plc | Stock | 976 | $301.2K | 0.2% | +976 | New | History |
| LWLamb Weston Holdings, Inc. | Stock | 2,626 | $301.9K | 0.2% | −1,949−42.6% | Reduced | History |
| URBNUrban Outfitters Inc | COM | 9,114 | $301.9K | 0.2% | −3,951−30.2% | Reduced | History |
| AEPAmerican Electric Power Co Inc | Stock | 3,589 | $302.2K | 0.2% | −723−16.8% | Reduced | History |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 5,387 | $302.4K | 0.2% | +5,387 | New | History |
| NUSNu Skin Enterprises, Inc. | CL A | 9,129 | $303.1K | 0.2% | +2,245+32.6% | Added | History |
| LULUlululemon athletica inc. | Stock | 811 | $307.0K | 0.2% | +82+11.2% | Added | History |
| TOLToll Brothers, Inc. | COM | 3,884 | $307.1K | 0.2% | +3,884 | New | History |
| MAINMain Street Capital CORP | CEF | 7,690 | $307.8K | 0.2% | +7,690 | New | History |
| CCEPCoca-Cola Europacific Partners plc | SHS | 4,814 | $310.2K | 0.2% | +4,814 | New | History |
| IPGPIpg Photonics Corp | COM | 2,299 | $312.3K | 0.2% | +2,299 | New | History |
| FVRRFiverr International Ltd. | ORD SHS | 12,010 | $312.4K | 0.2% | +12,010 | New | History |
| EXTRExtreme Networks Inc | COM | 12,072 | $314.5K | 0.2% | +12,072 | New | History |
| CWHCamping World Holdings, Inc. | CL A | 10,507 | $316.3K | 0.2% | +10,507 | New | History |
| PRKSUnited Parks & Resorts Inc. | COM | 5,682 | $318.2K | 0.2% | +5,682 | New | History |
| GAPGap Inc | COM | 35,718 | $319.0K | 0.2% | +2,914+8.9% | Added | History |
| URIUnited Rentals, Inc. | COM | 718 | $319.8K | 0.2% | +718 | New | History |
| DASHDoorDash, Inc. | Stock | 4,196 | $320.7K | 0.2% | +4,196 | New | History |
Sold out since Q1 2023 (294)
Positions held at the end of Q1 2023 that are gone from this filing.
The largest 100 of 294 by value last quarter.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| GWWW.W. Grainger, Inc. | Stock | 2,633 | $1.81M | 1.1% | History |
| CVSCVS Health Corp | Stock | 23,183 | $1.72M | 1.1% | History |
| LSILife Storage, Inc. | COM | 12,533 | $1.64M | 1.0% | History |
| EDConsolidated Edison Inc | Stock | 16,683 | $1.60M | 1.0% | History |
| WFCWells Fargo & Company | Stock | 40,331 | $1.51M | 0.9% | History |
| JNJJohnson & Johnson | Stock | 8,791 | $1.36M | 0.8% | History |
| HASHasbro, Inc. | COM | 24,965 | $1.34M | 0.8% | History |
| PMPhilip Morris International Inc. | Stock | 13,107 | $1.27M | 0.8% | History |
| CAGConagra Brands Inc. | Stock | 31,808 | $1.19M | 0.7% | History |
| WRBBerkley W R Corp | COM | 18,268 | $1.14M | 0.7% | History |
| IQVIQVIA Holdings Inc. | Stock | 5,529 | $1.10M | 0.7% | History |
| GMGeneral Motors Co | COM | 29,947 | $1.10M | 0.7% | History |
| WMTWalmart Inc. | Stock | 7,416 | $1.09M | 0.7% | History |
| SCHWSchwab Charles Corp | Stock | 20,217 | $1.06M | 0.6% | History |
| ITGartner Inc | COM | 3,055 | $995.2K | 0.6% | History |
| HRBH&R Block Inc | COM | 27,980 | $986.3K | 0.6% | History |
| ATVIActivision Blizzard, Inc. | COM | 11,141 | $953.6K | 0.6% | History |
| NSCNorfolk Southern Corp | Stock | 4,442 | $941.7K | 0.6% | History |
| PCARPaccar Inc | COM | 11,956 | $875.2K | 0.5% | History |
| IRIngersoll Rand Inc. | COM | 14,885 | $866.0K | 0.5% | History |
| NSITInsight Enterprises Inc | COM | 5,561 | $795.0K | 0.5% | History |
| NOWServiceNow, Inc. | Stock | 1,679 | $780.3K | 0.5% | History |
| CNCCentene Corp | Stock | 12,262 | $775.1K | 0.5% | History |
| JPMJPMorgan Chase & Co | Stock | 5,907 | $769.7K | 0.5% | History |
| FLEXFlex Ltd. | Stock | 31,904 | $734.1K | 0.4% | History |
| BKRBaker Hughes Co | CL A | 24,795 | $715.6K | 0.4% | History |
| HWMHowmet Aerospace Inc. | Stock | 16,676 | $706.6K | 0.4% | History |
| JLLJones Lang Lasalle Inc | COM | 4,801 | $698.5K | 0.4% | History |
| CICigna Group | Stock | 2,685 | $686.1K | 0.4% | History |
| DELLDell Technologies Inc. | Stock | 16,831 | $676.8K | 0.4% | History |
| DGDollar General Corp | COM | 3,174 | $668.0K | 0.4% | History |
| SWKSSkyworks Solutions, Inc. | Stock | 5,637 | $665.1K | 0.4% | History |
| BKHBlack Hills Corp | COM | 10,286 | $649.0K | 0.4% | History |
| WTWWillis Towers Watson PLC | SHS | 2,699 | $627.2K | 0.4% | History |
| WCCWesco International Inc | COM | 4,035 | $623.6K | 0.4% | History |
| DPZDominos Pizza Inc | COM | 1,879 | $619.8K | 0.4% | History |
| JCIJohnson Controls International plc | Stock | 10,151 | $611.3K | 0.4% | History |
| CPAYCorpay, Inc. | COM | 2,887 | $608.7K | 0.4% | History |
| DLTRDollar Tree, Inc. | COM | 4,185 | $600.8K | 0.4% | History |
| SFStifel Financial Corp | COM | 9,970 | $589.1K | 0.4% | History |
| WYNNWynn Resorts Ltd | COM | 5,245 | $587.0K | 0.4% | History |
| GMEDGlobus Medical Inc | Stock | 10,228 | $579.3K | 0.4% | History |
| WSOWatsco Inc | COM | 1,813 | $576.8K | 0.4% | History |
| CASYCaseys General Stores Inc | COM | 2,616 | $566.3K | 0.3% | History |
| MNSTMonster Beverage Corp | COM | 10,318 | $557.3K | 0.3% | History |
| AVTRAvantor, Inc. | COM | 26,338 | $556.8K | 0.3% | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 2,825 | $554.4K | 0.3% | History |
| ACHCAcadia Healthcare Company, Inc. | COM | 7,618 | $550.4K | 0.3% | History |
| JBHTHunt J B Transport Services Inc | COM | 3,092 | $542.5K | 0.3% | History |
| WTRGEssential Utilities, Inc. | COM | 12,404 | $541.4K | 0.3% | History |
| AMATApplied Materials Inc | Stock | 4,399 | $540.3K | 0.3% | History |
| KMIKinder Morgan, Inc. | Stock | 30,598 | $535.8K | 0.3% | History |
| SPGIS&P Global Inc. | Stock | 1,544 | $532.3K | 0.3% | History |
| TDToronto Dominion Bank | Stock | 8,877 | $531.7K | 0.3% | History |
| CHWYChewy, Inc. | CL A | 14,114 | $527.6K | 0.3% | History |
| DLBDolby Laboratories, Inc. | COM CL A | 6,160 | $526.2K | 0.3% | History |
| TFXTeleflex Inc | COM | 2,063 | $522.6K | 0.3% | History |
| APGAPi Group Corp | COM STK | 23,147 | $520.3K | 0.3% | History |
| CORCencora, Inc. | Stock | 3,214 | $514.6K | 0.3% | History |
| FEFirstenergy Corp | COM | 12,665 | $507.4K | 0.3% | History |
| ADIAnalog Devices Inc | Stock | 2,570 | $506.9K | 0.3% | History |
| VRNSVaronis Systems Inc | COM | 19,410 | $504.9K | 0.3% | History |
| SPLKSplunk Inc | COM | 5,184 | $497.0K | 0.3% | History |
| COLDAmericold Realty Trust | COM | 17,403 | $495.1K | 0.3% | History |
| ALTRAltair Engineering Inc. | COM CL A | 6,677 | $481.5K | 0.3% | History |
| CMCSAComcast Corp | Stock | 12,682 | $480.8K | 0.3% | History |
| KDPKeurig Dr Pepper Inc. | COM | 13,586 | $479.3K | 0.3% | History |
| EQTEQT Corp | Stock | 14,879 | $474.8K | 0.3% | History |
| HSYHershey Co | COM | 1,860 | $473.2K | 0.3% | History |
| GOOGAlphabet Inc. | Stock | 4,521 | $470.2K | 0.3% | History |
| DALDelta Air Lines, Inc. | COM NEW | 13,372 | $466.9K | 0.3% | History |
| NINisource Inc. | COM | 16,606 | $464.3K | 0.3% | History |
| EEFTEuronet Worldwide, Inc. | COM | 4,140 | $463.3K | 0.3% | History |
| PINSPinterest, Inc. | CL A | 16,883 | $460.4K | 0.3% | History |
| DTMDT Midstream, Inc. | COMMON STOCK | 9,232 | $455.8K | 0.3% | History |
| TMHCTaylor Morrison Home Corp | COM | 11,879 | $454.5K | 0.3% | History |
| PYPLPayPal Holdings, Inc. | Stock | 5,916 | $449.3K | 0.3% | History |
| RRRRed Rock Resorts, Inc. | CL A | 10,042 | $447.6K | 0.3% | History |
| UFPIUfp Industries Inc | COM | 5,616 | $446.3K | 0.3% | History |
| AEEAmeren Corp | COM | 5,103 | $440.8K | 0.3% | History |
| AWIArmstrong World Industries Inc | COM | 6,186 | $440.7K | 0.3% | History |
| PORPortland General Electric Co | COM NEW | 8,993 | $439.7K | 0.3% | History |
| MKTXMarketaxess Holdings Inc | COM | 1,123 | $439.4K | 0.3% | History |
| TRIThomson Reuters Corp | COM NEW | 3,340 | $434.6K | 0.3% | History |
| JNPRJuniper Networks Inc | COM | 12,516 | $430.8K | 0.3% | History |
| EFXEquifax Inc | COM | 2,100 | $426.0K | 0.3% | History |
| BXPBXP, Inc. | COM | 7,852 | $424.9K | 0.3% | History |
| RRCRange Resources Corp | COM | 15,823 | $418.8K | 0.3% | History |
| LAMRLamar Advertising Co | REIT | 4,191 | $418.6K | 0.3% | History |
| AVYAvery Dennison Corp | COM | 2,330 | $416.9K | 0.3% | History |
| OLLIOllie's Bargain Outlet Holdings, Inc. | Stock | 7,089 | $410.7K | 0.3% | History |
| JACKJack in the Box Inc | COM | 4,645 | $406.9K | 0.2% | History |
| OZKBank OZK | COM | 11,842 | $405.0K | 0.2% | History |
| AQUAEvoqua Water Technologies Corp. | COM | 8,135 | $404.5K | 0.2% | History |
| GNTXGentex Corp | COM | 14,422 | $404.2K | 0.2% | History |
| TTTrane Technologies plc | SHS | 2,187 | $402.4K | 0.2% | History |
| MTHMeritage Homes CORP | COM | 3,422 | $399.6K | 0.2% | History |
| CSLCarlisle Companies Inc | COM | 1,763 | $398.6K | 0.2% | History |
| NOVNOV Inc. | COM | 21,457 | $397.2K | 0.2% | History |
| UNMUnum Group | Stock | 9,870 | $390.5K | 0.2% | History |