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Livermore
Livermore
ZHEN

Bridgefront Capital, LLC

SEC CIK
0001725690
Latest filing
Aug 14, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
550
+49 vs. Q3 2024
Portfolio value
$296.6M
+$37.2M (+14.3%) vs. Q3 2024
Filed
Feb 14, 2025
SEC
Holdings of Bridgefront Capital, LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
TJXTJX Companies IncStock28,456$3.44M1.2%+28,456NewHistory
DISWalt Disney CoStock26,510$2.95M1.0%+26,510NewHistory
GISGeneral Mills IncStock42,296$2.70M0.9%+42,296NewHistory
SLBSLB LimitedStock57,516$2.21M0.7%+57,516NewHistory
CVNACarvana Co.CL A10,550$2.15M0.7%+8,995+578.5%AddedHistory
RSGRepublic Services, Inc.COM10,632$2.14M0.7%+10,632NewHistory
EVRGEvergy, Inc.Stock33,492$2.06M0.7%+33,492NewHistory
TRGPTarga Resources Corp.COM11,397$2.03M0.7%+7,369+182.9%AddedHistory
TFCTruist Financial CorpCOM46,216$2.00M0.7%+24,682+114.6%AddedHistory
GOOGLAlphabet Inc.Stock10,230$1.94M0.7%−9,613−48.4%ReducedHistory
MSFTMicrosoft CorpStock4,520$1.91M0.6%+4,520NewHistory
AREAlexandria Real Estate Equities, Inc.COM19,362$1.89M0.6%+19,362NewHistory
LNGCheniere Energy, Inc.COM NEW8,724$1.87M0.6%+8,724NewHistory
DDDuPont de Nemours, Inc.COM24,219$1.85M0.6%+16,749+224.2%AddedHistory
MAMastercard IncStock3,428$1.81M0.6%−2,733−44.4%ReducedHistory
VZVerizon Communications IncStock44,502$1.78M0.6%+44,502NewHistory
MTNVail Resorts IncCOM9,242$1.73M0.6%+9,242NewHistory
PNWPinnacle West Capital CorpCOM19,959$1.69M0.6%+16,955+564.4%AddedHistory
ICEIntercontinental Exchange, Inc.Stock11,001$1.64M0.6%−9,407−46.1%ReducedHistory
DVNDevon Energy CorpStock49,087$1.61M0.5%+37,649+329.2%AddedHistory
TTTrane Technologies plcSHS4,309$1.59M0.5%+2,050+90.7%AddedHistory
AMGNAmgen IncStock5,929$1.55M0.5%+3,103+109.8%AddedHistory
ATOAtmos Energy CorpCOM10,990$1.53M0.5%+10,990NewHistory
PLNTPlanet Fitness, Inc.CL A15,444$1.53M0.5%+1,680+12.2%AddedHistory
TXRHTexas Roadhouse, Inc.COM8,360$1.51M0.5%+2,483+42.2%AddedHistory
VVisa Inc.Stock4,652$1.47M0.5%−4,180−47.3%ReducedHistory
OXYOccidental Petroleum CorpStock29,615$1.46M0.5%+3,356+12.8%AddedHistory
SPOTSpotify Technology S.A.Stock3,261$1.46M0.5%−478−12.8%ReducedHistory
UNHUnitedHealth Group IncStock2,882$1.46M0.5%+2,882NewHistory
CAHCardinal Health IncStock12,200$1.44M0.5%+6,496+113.9%AddedHistory
OHIOmega Healthcare Investors IncCOM38,093$1.44M0.5%+20,487+116.4%AddedHistory
ANETArista Networks, Inc.Stock12,801$1.41M0.5%+7,205+128.8%AddedConverted for a 4-for-1 splitHistory
LULUlululemon athletica inc.Stock3,588$1.37M0.5%+1,121+45.4%AddedHistory
EQHEquitable Holdings, Inc.COM27,729$1.31M0.4%−7,048−20.3%ReducedHistory
RBLXRoblox CorpStock22,375$1.29M0.4%+22,375NewHistory
LENLennar CorpCL A9,457$1.29M0.4%+5,983+172.2%AddedHistory
DKSDick's Sporting Goods, Inc.Stock5,552$1.27M0.4%+5,552NewHistory
BGBunge Global SACOM SHS16,206$1.26M0.4%+13,734+555.6%AddedHistory
NEMNEWMONT CorpStock33,561$1.25M0.4%+33,561NewHistory
COPConocoPhillipsStock12,440$1.23M0.4%−2,044−14.1%ReducedHistory
AMTAmerican Tower CorpREIT6,713$1.23M0.4%+5,308+377.8%AddedHistory
PKGPackaging Corp of AmericaStock5,451$1.23M0.4%+5,451NewHistory
CRHCRH Public Ltd CoORD13,200$1.22M0.4%+2,255+20.6%AddedHistory
KOCoca Cola CoStock19,602$1.22M0.4%+19,602NewHistory
VVVValvoline IncCOM33,443$1.21M0.4%+11,621+53.3%AddedHistory
MDBMongoDB, Inc.CL A5,166$1.20M0.4%+3,598+229.5%AddedHistory
XOMExxonMobil Holdings CorpCOM11,093$1.19M0.4%+11,093NewHistory
WYWeyerhaeuser CoCOM NEW42,031$1.18M0.4%+42,031NewHistory
ROSTRoss Stores, Inc.COM7,820$1.18M0.4%+7,820NewHistory
CTRECareTrust REIT, Inc.COM43,401$1.17M0.4%+43,401NewHistory
KMXCarMax IncCOM14,322$1.17M0.4%+14,322NewHistory
NDSNNordson CorpCOM5,567$1.16M0.4%+5,567NewHistory
ADCAgree Realty CorpCOM16,497$1.16M0.4%+6,812+70.3%AddedHistory
ALLAllstate CorpStock5,991$1.16M0.4%−6−0.1%ReducedHistory
SYFSynchrony FinancialCOM17,627$1.15M0.4%+17,627NewHistory
EMEEMCOR Group, Inc.Stock2,496$1.13M0.4%+1,030+70.3%AddedHistory
TRMBTrimble Inc.COM15,761$1.11M0.4%+15,761NewHistory
ESSEssex Property Trust, Inc.COM3,810$1.09M0.4%+3,810NewHistory
CRLCharles River Laboratories International, Inc.COM5,845$1.08M0.4%+2,014+52.6%AddedHistory
CEGConstellation Energy CorpStock4,812$1.08M0.4%+1,124+30.5%AddedHistory
SHOPShopify Inc.Stock10,008$1.06M0.4%+10,008NewHistory
FDSFactset Research Systems IncStock2,204$1.06M0.4%+1,218+123.5%AddedHistory
CTASCintas CorpStock5,789$1.06M0.4%−1,127−16.3%ReducedHistory
SSBSouthState Bank CorpCOM10,345$1.03M0.3%+10,345NewHistory
SNOWSnowflake Inc.Stock6,449$995.8K0.3%−2,694−29.5%ReducedHistory
COOCooper Companies, Inc.COM10,761$989.3K0.3%+10,761NewHistory
FERGFerguson Enterprises Inc.COMMON STOCK NEW5,587$969.7K0.3%−1,488−21.0%ReducedHistory
GVAGranite Construction IncCOM11,054$969.5K0.3%+11,054NewHistory
CAKECheesecake Factory IncCOM20,394$967.5K0.3%+13,682+203.8%AddedHistory
ACMAecomCOM9,026$964.2K0.3%+6,376+240.6%AddedHistory
TEAMAtlassian CorpCL A3,939$958.7K0.3%−1,615−29.1%ReducedHistory
FIVEFive Below, IncCOM9,129$958.2K0.3%+5,366+142.6%AddedHistory
QCOMQualcomm IncStock6,169$947.7K0.3%+6,169NewHistory
IBKRInteractive Brokers Group, Inc.Stock5,307$937.6K0.3%+5,307NewHistory
COSTCostco Wholesale CorpStock1,006$921.8K0.3%+707+236.5%AddedHistory
CLColgate Palmolive CoStock10,137$921.6K0.3%+4,790+89.6%AddedHistory
RCLRoyal Caribbean Cruises LtdCOM3,993$921.1K0.3%−1,178−22.8%ReducedHistory
STZConstellation Brands, Inc.Stock4,122$911.0K0.3%+4,122NewHistory
AXSMAxsome Therapeutics, Inc.COM10,555$893.1K0.3%+10,555NewHistory
MRVLMarvell Technology, Inc.COM8,033$887.2K0.3%+8,033NewHistory
CLXClorox CoStock5,441$883.7K0.3%+5,441NewHistory
OSKOshkosh CorpCOM9,285$882.7K0.3%−549−5.6%ReducedHistory
SJMJ M SMUCKER CoStock7,977$878.4K0.3%+7,977NewHistory
IRMIron Mountain IncCOM8,340$876.6K0.3%+8,340NewHistory
AXTAAxalta Coating Systems Ltd.COM25,488$872.2K0.3%+3,433+15.6%AddedHistory
TPRTapestry, Inc.COM13,275$867.3K0.3%+3,641+37.8%AddedHistory
LINLinde PLCStock2,064$864.1K0.3%+2,064NewHistory
IDCCInterDigital, Inc.COM4,429$858.0K0.3%+840+23.4%AddedHistory
EATBrinker International, IncStock6,475$856.6K0.3%−10,225−61.2%ReducedHistory
CSCOCisco Systems, Inc.Stock14,455$855.7K0.3%+14,455NewHistory
ROPRoper Technologies IncStock1,631$847.9K0.3%−254−13.5%ReducedHistory
EPAMEPAM Systems, Inc.COM3,624$847.4K0.3%+171+5.0%AddedHistory
NVSNovartis AGADR8,655$842.2K0.3%+8,655NewHistory
MSCIMSCI Inc.Stock1,398$838.8K0.3%+616+78.8%AddedHistory
TELTE Connectivity plcStock5,867$838.8K0.3%+5,867NewHistory
ADBEAdobe Inc.Stock1,882$836.9K0.3%+599+46.7%AddedHistory
BALLBALL CorpCOM15,149$835.2K0.3%+6,680+78.9%AddedHistory
WYNNWynn Resorts LtdCOM9,555$823.3K0.3%+1,593+20.0%AddedHistory
PAYCPaycom Software, Inc.Stock4,013$822.5K0.3%+4,013NewHistory
KEXKirby CorpCOM7,753$820.3K0.3%+7,753NewHistory

Sold out since Q3 2024 (277)

Positions held at the end of Q3 2024 that are gone from this filing.

The largest 100 of 277 by value last quarter.

Positions of Bridgefront Capital, LLC sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
WMTWalmart Inc.Stock28,624$2.31M0.9%History
ALKAlaska Air Group, Inc.COM47,748$2.16M0.8%History
FISFidelity National Information Services, Inc.Stock23,911$2.00M0.8%History
CMGChipotle Mexican Grill IncCOM32,262$1.86M0.7%History
OKEONEOK IncCOM17,021$1.55M0.6%History
BACBank of America CorpStock38,550$1.53M0.6%History
CCitigroup IncStock23,235$1.45M0.6%History
ETNEaton Corp plcStock4,186$1.39M0.5%History
VICIVici Properties Inc.COM39,779$1.33M0.5%History
MRKMerck & Co., Inc.Stock11,631$1.32M0.5%History
VTRVentas, Inc.REIT20,003$1.28M0.5%History
DUKDuke Energy CORPStock10,476$1.21M0.5%History
SEESealed Air CorpCOM32,788$1.19M0.5%History
AVBAvalonbay Communities IncCOM5,154$1.16M0.4%History
BMYBristol Myers Squibb CoStock21,836$1.13M0.4%History
BABAAlibaba Group Holding LtdADR10,472$1.11M0.4%History
SPGIS&P Global Inc.Stock2,143$1.11M0.4%History
URBNUrban Outfitters IncCOM25,272$968.2K0.4%History
WWayfair Inc.CL A16,848$946.5K0.4%History
HONHoneywell International IncCOM4,497$929.6K0.4%History
GSGoldman Sachs Group IncStock1,837$909.5K0.4%History
TOLToll Brothers, Inc.COM5,802$896.4K0.3%History
AXPAmerican Express CoStock3,305$896.3K0.3%History
GPCGenuine Parts CoStock6,321$882.9K0.3%History
ELEstee Lauder Companies IncCL A8,450$842.4K0.3%History
INTCIntel CorpStock35,837$840.7K0.3%History
ORLYO Reilly Automotive IncStock719$828.0K0.3%History
ROKRockwell Automation, IncStock3,069$823.9K0.3%History
LOGILogitech International S.A.SHS9,125$818.8K0.3%History
WIXWix.com Ltd.SHS4,732$791.0K0.3%History
PCORProcore Technologies, Inc.COM12,417$766.4K0.3%History
BHPBHP Group LtdADR12,237$760.0K0.3%History
EWEdwards Lifesciences CorpStock11,458$756.1K0.3%History
SKXSkechers USA IncCL A11,271$754.3K0.3%History
MOAltria Group, Inc.Stock14,745$752.6K0.3%History
HESHess CorpStock5,504$747.4K0.3%History
BOOTBoot Barn Holdings, Inc.COM4,427$740.5K0.3%History
WFCWells Fargo & CompanyStock12,841$725.4K0.3%History
APTVAptiv PLCSHS9,971$718.0K0.3%History
JJacobs Solutions Inc.COM5,442$712.4K0.3%History
AAPLApple Inc.Stock3,040$708.3K0.3%History
HLTHilton Worldwide Holdings Inc.COM3,050$703.0K0.3%History
HIIHuntington Ingalls Industries, Inc.COM2,653$701.4K0.3%History
ACGLArch Capital Group Ltd.Stock6,225$696.5K0.3%History
WLKWestlake CorpCOM4,507$677.4K0.3%History
WDAYWorkday, Inc.CL A2,744$670.7K0.3%History
BURLBurlington Stores, Inc.COM2,544$670.3K0.3%History
RHPRyman Hospitality Properties, Inc.COM6,211$666.1K0.3%History
UNPUnion Pacific CorpStock2,665$656.9K0.3%History
CROXCrocs, Inc.COM4,500$651.6K0.3%History
ALGTAllegiant Travel COCOM11,758$647.4K0.2%History
FTITechnipFMC plcCOM24,548$643.9K0.2%History
NVDANVIDIA CorpStock5,219$633.8K0.2%History
ZSZscaler, Inc.Stock3,686$630.1K0.2%History
BIIBBiogen Inc.COM3,243$628.6K0.2%History
ORCLOracle CorpStock3,630$618.6K0.2%History
BTIBritish American Tobacco p.l.c.SPONSORED ADR16,692$610.6K0.2%History
HSTHost Hotels & Resorts, Inc.COM34,468$606.6K0.2%History
APOApollo Global Management, Inc.COM4,762$594.8K0.2%History
WEXWEX Inc.COM2,833$594.2K0.2%History
PHParker-Hannifin CorpStock923$583.2K0.2%History
AMDAdvanced Micro Devices IncStock3,535$580.0K0.2%History
BMRNBiomarin Pharmaceutical IncCOM8,235$578.8K0.2%History
CPBCAMPBELL'S CoCOM11,812$577.8K0.2%History
APGAPi Group CorpCOM STK17,420$575.2K0.2%History
SKYWSkywest IncCOM6,715$570.9K0.2%History
CHRDChord Energy CorpCOM NEW4,300$560.0K0.2%History
CADECadence BancorporationEQUITY US CM17,489$557.0K0.2%History
WABWestinghouse Air Brake Technologies CorpStock3,058$555.9K0.2%History
OXMOxford Industries IncCOM6,309$547.4K0.2%History
SMARSmartsheet IncCOM CL A9,810$543.1K0.2%History
NNNNNN REIT, Inc.REIT11,173$541.8K0.2%History
STNGScorpio Tankers Inc.SHS7,544$537.9K0.2%History
NBIXNeurocrine Biosciences IncStock4,662$537.2K0.2%History
SHWSherwin Williams CoCOM1,398$533.6K0.2%History
JBLUJetBlue Airways CorpCOM81,269$533.1K0.2%History
KKellanovaStock6,571$530.3K0.2%History
RIORio Tinto PLCADR7,416$527.8K0.2%History
CALYCallaway Golf CoCOM47,829$525.2K0.2%History
BSXBoston Scientific CorpStock6,216$520.9K0.2%History
NTNXNutanix, Inc.Stock8,763$519.2K0.2%History
BJBJ's Wholesale Club Holdings, Inc.COM6,277$517.7K0.2%History
VFCV F CorpStock25,910$516.9K0.2%History
MMSMaximus, Inc.COM5,339$497.4K0.2%History
FIXComfort Systems USA IncCOM1,272$496.5K0.2%History
GIBCgi IncCL A4,311$495.6K0.2%History
SGSweetgreen, Inc.COM CL A13,791$488.9K0.2%History
EFXEquifax IncCOM1,658$487.2K0.2%History
PARRPar Pacific Holdings, Inc.COM NEW26,963$474.5K0.2%History
AIGAmerican International Group, Inc.Stock6,437$471.4K0.2%History
LLYEli Lilly & CoStock520$460.7K0.2%History
NFGNational Fuel Gas CoStock7,505$454.9K0.2%History
HOLXHologic IncCOM5,495$447.6K0.2%History
WRBYWarby Parker Inc.CL A COM27,304$445.9K0.2%History
MURMurphy Oil CorpCOM13,152$443.7K0.2%History
CHDNChurchill Downs IncCOM3,280$443.5K0.2%History
CPTCamden Property TrustREIT3,584$442.7K0.2%History
CBOECboe Global Markets, Inc.COM2,160$442.5K0.2%History
CELHCelsius Holdings, Inc.COM NEW14,070$441.2K0.2%History
CGNXCognex CorpCOM10,893$441.2K0.2%History