Skip to main content
Livermore
Livermore
ZHEN

Bridgefront Capital, LLC

SEC CIK
0001725690
Latest filing
Aug 14, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
578
−12 vs. Q1 2025
Portfolio value
$377.3M
+$31.1M (+9.0%) vs. Q1 2025
Filed
Aug 14, 2025
SEC
Holdings of Bridgefront Capital, LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
NOKNokia CorpSPONSORED ADR13,868$71.8K<0.1%+13,868NewHistory
ARVNArvinas, Inc.COM10,554$77.7K<0.1%−23,513−69.0%ReducedHistory
RUNSunrun Inc.COM10,762$88.0K<0.1%−12,441−53.6%ReducedHistory
PTENPatterson Uti Energy IncCOM15,209$90.2K<0.1%+15,209NewHistory
AHRTAH Realty Trust, Inc.COM14,409$99.0K<0.1%+14,409NewHistory
LEGLeggett & Platt IncStock11,951$106.6K<0.1%+11,951NewHistory
KURAKura Oncology, Inc.COM18,708$107.9K<0.1%+18,708NewHistory
CXCemex SAB de CVSPON ADR NEW16,560$114.8K<0.1%+16,560NewHistory
IVRInvesco Mortgage Capital Inc.COM15,045$118.0K<0.1%+15,045NewHistory
XIFRXPLR Infrastructure, LPCOM UNIT PART IN14,557$119.4K<0.1%−24,189−62.4%ReducedHistory
ECVTEcovyst Inc.COM14,536$119.6K<0.1%+14,536NewHistory
VISNVistance Networks, Inc.COM15,081$124.9K<0.1%−22,708−60.1%ReducedHistory
SUZSuzano S.A.SPON ADS13,439$126.5K<0.1%−8,355−38.3%ReducedHistory
ENVXEnovix CorpCOM13,525$139.8K<0.1%−41,612−75.5%ReducedHistory
GNLGlobal Net Lease, Inc.COM NEW19,114$144.3K<0.1%−11,309−37.2%ReducedHistory
UDMYUdemy, Inc.COM21,190$149.0K<0.1%−3,195−13.1%ReducedHistory
VREVeris Residential, Inc.COM10,259$152.8K<0.1%+10,259NewHistory
SITCSITE Centers Corp.COM13,600$153.8K<0.1%+13,600NewHistory
SNAPSnap IncStock18,165$157.9K<0.1%+5,109+39.1%AddedHistory
RXORXO, Inc.COMMON STOCK10,063$158.2K<0.1%+10,063NewHistory
GDOTGreen Dot CorpCL A14,748$159.0K<0.1%+14,748NewHistory
ECEcopetrol S.A.SPONSORED ADS18,058$159.8K<0.1%+18,058NewHistory
BKDBrookdale Senior Living Inc.COM23,004$160.1K<0.1%+23,004NewHistory
MMacy's, Inc.COM14,037$163.7K<0.1%+14,037NewHistory
UTZUtz Brands, Inc.COM CL A13,614$170.9K<0.1%+13,614NewHistory
VALEVale S.A.SPONSORED ADS17,993$174.7K<0.1%+17,993NewHistory
PSOPearson PLCSPONSORED ADR11,970$178.7K<0.1%+11,970NewHistory
SHCSotera Health CoCOM16,620$184.8K<0.1%+16,620NewHistory
MCWMister Car Wash, Inc.COM31,562$189.7K0.1%+2,823+9.8%AddedHistory
ARRYArray Technologies, Inc.COM SHS32,771$193.3K0.1%+3,163+10.7%AddedHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS14,139$194.0K0.1%+14,139NewHistory
BHVNBiohaven Ltd.COM13,760$194.2K0.1%+13,760NewHistory
PTLOPortillo's Inc.COM CL A16,691$194.8K0.1%+16,691NewHistory
VSHVishay Intertechnology IncCOM12,629$200.5K0.1%+12,629NewHistory
BABAAlibaba Group Holding LtdADR1,788$202.8K0.1%−3,978−69.0%ReducedHistory
APPNAppian CorpCL A6,802$203.1K0.1%−6,707−49.6%ReducedHistory
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR9,307$204.5K0.1%−1,657−15.1%ReducedHistory
TXNMTXNM Energy IncCOM3,651$205.6K0.1%+3,651NewHistory
SLABSilicon Laboratories Inc.Stock1,398$206.0K0.1%+1,398NewHistory
ARCOArcos Dorados Holdings Inc.SHS CLASS -A -26,960$212.7K0.1%+10,890+67.8%AddedHistory
OIIOceaneering International IncStock10,270$212.8K0.1%−2,189−17.6%ReducedHistory
TDWTidewater IncCOM4,623$213.3K0.1%+4,623NewHistory
BCCBoise Cascade CoCOM2,458$213.4K0.1%+2,458NewHistory
QXOQXO, Inc.COM NEW9,964$214.6K0.1%−991−9.0%ReducedHistory
IMAXImax CorpCOM7,684$214.8K0.1%+7,684NewHistory
NWSANews CorpCL A7,230$214.9K0.1%−53,742−88.1%ReducedHistory
NINisource Inc.COM5,346$215.7K0.1%−12,220−69.6%ReducedHistory
PBHPrestige Consumer Healthcare Inc.COM2,712$216.6K0.1%+2,712NewHistory
MXLMaxlinear, IncCOM15,271$217.0K0.1%−1,167−7.1%ReducedHistory
NOWServiceNow, Inc.Stock213$219.0K0.1%−135−38.8%ReducedHistory
HLNHaleon plcADR21,137$219.2K0.1%−14,732−41.1%ReducedHistory
THSTreeHouse Foods, Inc.COM11,302$219.5K0.1%+3,848+51.6%AddedHistory
PHRPhreesia, Inc.COM7,713$219.5K0.1%+7,713NewHistory
CXWCoreCivic, Inc.COM10,455$220.3K0.1%−2,750−20.8%ReducedHistory
FSKFS KKR Capital CorpCOM10,640$220.8K0.1%+10,640NewHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM8,223$220.9K0.1%+8,223NewHistory
CACICACI International IncCL A464$221.2K0.1%+464NewHistory
AWIArmstrong World Industries IncCOM1,367$222.1K0.1%−3,338−70.9%ReducedHistory
SONOSonos IncCOM20,602$222.7K0.1%+20,602NewHistory
ANFAbercrombie & Fitch CoCL A2,696$223.4K0.1%+2,696NewHistory
CWHCamping World Holdings, Inc.CL A13,051$224.3K0.1%+13,051NewHistory
VNTVontier CorpStock6,111$225.5K0.1%+6,111NewHistory
CRDOCredo Technology Group Holding LtdStock2,442$226.1K0.1%−7,481−75.4%ReducedHistory
HAPNHappen, Inc.COM NEW18,808$226.3K0.1%+2,606+16.1%AddedHistory
TMHCTaylor Morrison Home CorpCOM3,696$227.0K0.1%+3,696NewHistory
ROADConstruction Partners, Inc.COM CL A2,137$227.1K0.1%+2,137NewHistory
PAYCPaycom Software, Inc.Stock984$227.7K0.1%−49−4.7%ReducedHistory
ZIMZIM Integrated Shipping Services Ltd.SHS14,193$228.4K0.1%−1,878−11.7%ReducedHistory
REZIResideo Technologies, Inc.Stock10,418$229.8K0.1%+10,418NewHistory
NVAXNovavax IncCOM NEW36,857$232.2K0.1%+36,857NewHistory
HIWHighwoods Properties, Inc.COM7,504$233.3K0.1%+7,504NewHistory
BIOBio-Rad Laboratories, Inc.CL A971$234.3K0.1%−478−33.0%ReducedHistory
PARPar Technology CorpCOM3,393$235.4K0.1%−966−22.2%ReducedHistory
AERAerCap Holdings N.V.SHS2,022$236.6K0.1%−5,283−72.3%ReducedHistory
NTNXNutanix, Inc.Stock3,106$237.4K0.1%−7,244−70.0%ReducedHistory
NHINational Health Investors IncCOM3,394$238.0K0.1%+92+2.8%AddedHistory
ORAOrmat Technologies, Inc.COM2,851$238.8K0.1%−3,060−51.8%ReducedHistory
NMRKNewmark Group, Inc.CL A19,672$239.0K0.1%−392−2.0%ReducedHistory
PHMPultegroup IncCOM2,279$240.3K0.1%−2,852−55.6%ReducedHistory
RVMDRevolution Medicines, Inc.COM6,542$240.7K0.1%+6,542NewHistory
AAAlcoa CorpStock8,186$241.6K0.1%+1,197+17.1%AddedHistory
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A13,610$241.6K0.1%−8,452−38.3%ReducedHistory
KLGWK Kellogg CoCOM15,207$242.4K0.1%+15,207NewHistory
UGIUgi CorpStock6,670$242.9K0.1%+6,670NewHistory
AVDLAvadel Pharmaceuticals PLCStock27,464$243.1K0.1%+27,464NewHistory
COLDAmericold Realty TrustCOM14,810$246.3K0.1%−5,968−28.7%ReducedHistory
JBTMJBT Marel CorpCOM2,049$246.4K0.1%+2,049NewHistory
CCKCrown Holdings, Inc.COM2,410$248.2K0.1%+2,410NewHistory
AVTRAvantor, Inc.COM18,441$248.2K0.1%+18,441NewHistory
CTSHCognizant Technology Solutions CorpCL A3,215$250.9K0.1%−637−16.5%ReducedHistory
PTGXProtagonist Therapeutics, IncCOM4,545$251.2K0.1%+4,545NewHistory
NJRNew Jersey Resources CorpStock5,616$251.7K0.1%−3,489−38.3%ReducedHistory
BALLBALL CorpCOM4,506$252.7K0.1%+4,506NewHistory
PLMRPalomar Holdings, Inc.Stock1,649$254.4K0.1%+1,649NewHistory
LSTRLandstar System IncCOM1,837$255.4K0.1%+1,837NewHistory
LWLamb Weston Holdings, Inc.Stock4,926$255.4K0.1%−5,574−53.1%ReducedHistory
CDPCopt Defense PropertiesREIT9,286$256.1K0.1%+9,286NewHistory
VACMarriott Vacations Worldwide CorpCOM3,542$256.1K0.1%+213+6.4%AddedHistory
ORLYO Reilly Automotive IncStock2,860$257.8K0.1%+2,860NewHistory
ADPTAdaptive Biotechnologies CorpCOM22,238$259.1K0.1%+8,830+65.9%AddedHistory

Sold out since Q1 2025 (328)

Positions held at the end of Q1 2025 that are gone from this filing.

The largest 100 of 328 by value last quarter.

Positions of Bridgefront Capital, LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
ICEIntercontinental Exchange, Inc.Stock15,947$2.75M0.8%History
HPQHP IncStock83,480$2.31M0.7%History
SNOWSnowflake Inc.Stock12,882$1.88M0.5%History
LINLinde PLCStock3,945$1.84M0.5%History
USBUS Bancorp DECOM NEW42,257$1.78M0.5%History
KNXKnight-Swift Transportation Holdings Inc.CL A40,804$1.77M0.5%History
ADPAutomatic Data Processing IncStock5,760$1.76M0.5%History
LMTLockheed Martin CorpStock3,880$1.73M0.5%History
TRGPTarga Resources Corp.COM8,529$1.71M0.5%History
STTState Street CorpCOM18,764$1.68M0.5%History
TFCTruist Financial CorpCOM39,653$1.63M0.5%History
CSXCSX CorpStock54,712$1.61M0.5%History
AAgilent Technologies, Inc.COM13,475$1.58M0.5%History
GOOGLAlphabet Inc.Stock9,754$1.51M0.4%History
CRMSalesforce, Inc.Stock5,508$1.48M0.4%History
NUENucor CorpCOM12,226$1.47M0.4%History
PNRPENTAIR plcSHS16,711$1.46M0.4%History
TRVTravelers Companies, Inc.Stock5,339$1.41M0.4%History
SYFSynchrony FinancialCOM25,650$1.36M0.4%History
WDAYWorkday, Inc.CL A5,650$1.32M0.4%History
DLTRDollar Tree, Inc.COM17,211$1.29M0.4%History
LVSLas Vegas Sands CorpCOM32,974$1.27M0.4%History
ZBRAZebra Technologies CorpCL A4,454$1.26M0.4%History
PSXPhillips 66Stock10,061$1.24M0.4%History
OKEONEOK IncCOM12,243$1.21M0.4%History
VMCVulcan Materials COCOM5,100$1.19M0.3%History
PRUPrudential Financial IncStock9,964$1.11M0.3%History
ELEstee Lauder Companies IncCL A16,786$1.11M0.3%History
DGXQuest Diagnostics IncCOM6,456$1.09M0.3%History
HDHome Depot, Inc.Stock2,958$1.08M0.3%History
PEPPepsiCo IncStock7,217$1.08M0.3%History
AMATApplied Materials IncStock7,435$1.08M0.3%History
CHHChoice Hotels International IncCOM7,955$1.06M0.3%History
EMEEMCOR Group, Inc.Stock2,856$1.06M0.3%History
ATOAtmos Energy CorpCOM6,563$1.01M0.3%History
AMAntero Midstream CorpStock55,863$1.01M0.3%History
TJXTJX Companies IncStock8,216$1.00M0.3%History
MASMasco CorpCOM14,048$976.9K0.3%History
NXSTNexstar Media Group, Inc.COMMON STOCK5,398$967.4K0.3%History
KSSKOHLS CorpStock117,008$957.1K0.3%History
COSTCostco Wholesale CorpStock999$944.8K0.3%History
AVBAvalonbay Communities IncCOM4,393$942.8K0.3%History
HASHasbro, Inc.COM14,957$919.7K0.3%History
DDominion Energy, IncStock16,178$907.1K0.3%History
FNFFidelity National Financial, Inc.COM SHS13,817$899.2K0.3%History
NSITInsight Enterprises IncCOM5,962$894.2K0.3%History
FDXFedEx CorpStock3,667$893.9K0.3%History
YUMYum Brands IncStock5,623$884.8K0.3%History
CHXChampionX CorpCOM29,513$879.5K0.3%History
WEXWEX Inc.COM5,546$870.8K0.3%History
AFGAmerican Financial Group IncCOM6,604$867.4K0.3%History
OPCHOption Care Health, Inc.COM NEW24,721$864.0K0.2%History
JBHTHunt J B Transport Services IncCOM5,671$839.0K0.2%History
CAKECheesecake Factory IncCOM17,176$835.8K0.2%History
SPXCSPX Technologies, Inc.COM6,387$822.5K0.2%History
BKNGBooking Holdings Inc.Stock177$815.4K0.2%History
DLBDolby Laboratories, Inc.COM CL A10,087$810.1K0.2%History
PLNTPlanet Fitness, Inc.CL A8,299$801.8K0.2%History
MIDDMIDDLEBY CorpCOM5,217$792.9K0.2%History
EATBrinker International, IncStock5,262$784.3K0.2%History
HEIHeico CorpCOM2,932$783.4K0.2%History
HSICHenry Schein IncCOM11,359$778.0K0.2%History
OKTAOkta, Inc.CL A7,388$777.4K0.2%History
CVNACarvana Co.CL A3,716$776.9K0.2%History
CBRLCracker Barrel Old Country Store, IncCOM19,968$775.2K0.2%History
ALKSAlkermes plc.SHS23,346$770.9K0.2%History
ENSGEnsign Group, IncCOM5,940$768.6K0.2%History
CCEPCoca-Cola Europacific Partners plcSHS8,780$764.1K0.2%History
PPCPilgrims Pride CorpStock13,974$761.7K0.2%History
JJacobs Solutions Inc.COM6,261$756.9K0.2%History
FLOFlowers Foods IncCOM39,483$750.6K0.2%History
GEHCGE HealthCare Technologies Inc.Stock9,283$749.2K0.2%History
TREXTrex Co IncCOM12,747$740.6K0.2%History
AMTAmerican Tower CorpREIT3,376$734.6K0.2%History
FYBRFrontier Communications Parent, Inc.COM20,191$724.0K0.2%History
BIIBBiogen Inc.COM5,275$721.8K0.2%History
NVTnVent Electric plcSHS13,679$717.1K0.2%History
GLGlobe Life Inc.COM5,392$710.2K0.2%History
NVONovo Nordisk A SADR10,216$709.4K0.2%History
KHCKraft Heinz CoStock23,295$708.9K0.2%History
CRICarters IncCOM16,994$695.1K0.2%History
MSMorgan StanleyStock5,949$694.1K0.2%History
GVAGranite Construction IncCOM9,159$690.6K0.2%History
UALUnited Airlines Holdings, Inc.COM9,805$677.0K0.2%History
EGEverest Group, Ltd.COM1,844$670.0K0.2%History
GOGrocery Outlet Holding Corp.COM47,742$667.4K0.2%History
BXBlackstone Inc.COM4,767$666.3K0.2%History
DHIHorton D R IncCOM5,221$663.7K0.2%History
PTCPTC Inc.Stock4,252$658.8K0.2%History
TLNTalen Energy CorpCOM3,228$644.5K0.2%History
MPCMarathon Petroleum CorpStock4,380$638.1K0.2%History
APLSApellis Pharmaceuticals, Inc.COM29,070$635.8K0.2%History
JHGJanus Henderson Group Ltd.ORD SHS17,321$626.2K0.2%History
CELHCelsius Holdings, Inc.COM NEW17,529$624.4K0.2%History
LECOLincoln Electric Holdings IncCOM3,283$621.0K0.2%History
IONSIonis Pharmaceuticals IncCOM20,528$619.3K0.2%History
VLTOVeralto CorpStock6,326$616.5K0.2%History
BMIBadger Meter IncCOM3,211$610.9K0.2%History
AVYAvery Dennison CorpCOM3,417$608.1K0.2%History
PPGPPG Industries IncStock5,540$605.8K0.2%History