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.
- Positions
- 578
- −12 vs. Q1 2025
- Portfolio value
- $377.3M
- +$31.1M (+9.0%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TKOTKO Group Holdings, Inc. | CL A | 1,427 | $259.6K | 0.1% | +1,427 | New | History |
| CUZCousins Properties Inc | COM NEW | 8,648 | $259.7K | 0.1% | +8,648 | New | History |
| TXTTextron Inc | COM | 3,235 | $259.7K | 0.1% | +3,235 | New | History |
| STMSTMicroelectronics N.V. | NY REGISTRY | 8,542 | $259.8K | 0.1% | +8,542 | New | History |
| ZETAZeta Global Holdings Corp. | CL A | 16,791 | $260.1K | 0.1% | +2,330+16.1% | Added | History |
| FRFirst Industrial Realty Trust Inc | COM | 5,407 | $260.2K | 0.1% | −12,232−69.3% | Reduced | History |
| AZEKAZEK Co Inc. | CL A | 4,844 | $263.3K | 0.1% | +4,844 | New | History |
| AMNAmn Healthcare Services Inc | COM | 12,741 | $263.4K | 0.1% | +1,978+18.4% | Added | History |
| BNTXBioNTech SE | SPONSORED ADS | 2,474 | $263.4K | 0.1% | +2,474 | New | History |
| CBRECbre Group, Inc. | CL A | 1,884 | $264.0K | 0.1% | +1,884 | New | History |
| TCOMTrip.com Group Ltd | ADS | 4,510 | $264.5K | 0.1% | +4,510 | New | History |
| PMPhilip Morris International Inc. | Stock | 1,453 | $264.6K | 0.1% | +1,453 | New | History |
| HOMBHome Bancshares Inc | COM | 9,322 | $265.3K | 0.1% | +9,322 | New | History |
| LKQLKQ Corp | COM | 7,171 | $265.4K | 0.1% | +7,171 | New | History |
| MLIMueller Industries Inc | COM | 3,354 | $266.5K | 0.1% | +3,354 | New | History |
| TSTenaris SA | SPONSORED ADS | 7,180 | $268.5K | 0.1% | +7,180 | New | History |
| THCTenet Healthcare Corp | COM NEW | 1,530 | $269.3K | 0.1% | −3,060−66.7% | Reduced | History |
| MTArcelorMittal | NY REGISTRY SH | 8,567 | $270.5K | 0.1% | +8,567 | New | History |
| MAINMain Street Capital CORP | CEF | 4,586 | $271.0K | 0.1% | −4,459−49.3% | Reduced | History |
| WLYJohn Wiley & Sons, Inc. | CL A | 6,130 | $273.6K | 0.1% | +6,130 | New | History |
| INSPInspire Medical Systems, Inc. | COM | 2,109 | $273.7K | 0.1% | +756+55.9% | Added | History |
| DEAEasterly Government Properties, Inc. | COM SHS | 12,446 | $276.3K | 0.1% | +5,768+86.4% | AddedConverted for a 2-for-5 split | History |
| PAGPPlains GP Holdings LP | LTD PARTNR INT A | 14,335 | $278.5K | 0.1% | −7,881−35.5% | Reduced | History |
| DECKDeckers Outdoor Corp | COM | 2,707 | $279.0K | 0.1% | +2,707 | New | History |
| FAFFirst American Financial Corp | Stock | 4,545 | $279.0K | 0.1% | −10,027−68.8% | Reduced | History |
| ARLOArlo Technologies, Inc. | COM | 16,503 | $279.9K | 0.1% | +16,503 | New | History |
| STESTERIS plc | SHS USD | 1,167 | $280.3K | 0.1% | +1,167 | New | History |
| ENOVEnovis CORP | COM | 8,980 | $281.6K | 0.1% | +8,980 | New | History |
| BASECouchbase, Inc. | COM | 11,610 | $283.1K | 0.1% | +11,610 | New | History |
| RHRH | COM | 1,499 | $283.3K | 0.1% | −212−12.4% | Reduced | History |
| FIXComfort Systems USA Inc | COM | 530 | $284.2K | 0.1% | −825−60.9% | Reduced | History |
| CBZCBIZ, Inc. | COM | 3,967 | $284.5K | 0.1% | +3,967 | New | History |
| SONYSony Group Corp | SPONSORED ADR | 10,934 | $284.6K | 0.1% | +10,934 | New | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 2,311 | $285.6K | 0.1% | +2,311 | New | History |
| FOLDAmicus Therapeutics, Inc. | COM | 49,901 | $285.9K | 0.1% | −619−1.2% | Reduced | History |
| LBRTLiberty Energy Inc. | COM CL A | 24,973 | $286.7K | 0.1% | +24,973 | New | History |
| CARAvis Budget Group, Inc. | COM | 1,696 | $286.7K | 0.1% | +1,696 | New | History |
| LASRNlight, Inc. | COM | 14,705 | $289.4K | 0.1% | +14,705 | New | History |
| SMPLSimply Good Foods Co | COM | 9,164 | $289.5K | 0.1% | +9,164 | New | History |
| VFCV F Corp | Stock | 25,060 | $294.5K | 0.1% | −1,935−7.2% | Reduced | History |
| BCSBarclays PLC | ADR | 15,867 | $295.0K | 0.1% | +15,867 | New | History |
| BBWIBath & Body Works, Inc. | COM | 9,926 | $297.4K | 0.1% | +9,926 | New | History |
| EPREpr Properties | COM SH BEN INT | 5,105 | $297.4K | 0.1% | +5,105 | New | History |
| SITESiteOne Landscape Supply, Inc. | COM | 2,487 | $300.8K | 0.1% | +617+33.0% | Added | History |
| PRPermian Resources Corp | CLASS A COM | 22,098 | $301.0K | 0.1% | −15,183−40.7% | Reduced | History |
| PCHPotlatchdeltic Corp | COM | 7,850 | $301.2K | 0.1% | +1,636+26.3% | Added | History |
| DKDelek US Holdings, Inc. | COM | 14,242 | $301.6K | 0.1% | +14,242 | New | History |
| HPEHewlett Packard Enterprise Co | COM | 14,763 | $301.9K | 0.1% | +14,763 | New | History |
| RRXRegal Rexnord Corp | COM | 2,084 | $302.1K | 0.1% | +2,084 | New | History |
| ZGZillow Group, Inc. | CL A | 4,413 | $302.2K | 0.1% | +1,017+29.9% | Added | History |
| NEONeogenomics Inc | COM NEW | 41,357 | $302.3K | 0.1% | +41,357 | New | History |
| HAYWHayward Holdings, Inc. | COM | 21,912 | $302.4K | 0.1% | −17,783−44.8% | Reduced | History |
| SPTSprout Social, Inc. | COM CL A | 14,483 | $302.8K | 0.1% | +14,483 | New | History |
| FLRFluor Corp | Stock | 5,932 | $304.1K | 0.1% | +5,932 | New | History |
| SYNASYNAPTICS Inc | Stock | 4,693 | $304.2K | 0.1% | +4,693 | New | History |
| DARDarling Ingredients Inc. | COM | 8,059 | $305.8K | 0.1% | −3,005−27.2% | Reduced | History |
| MDTMedtronic plc | Stock | 3,528 | $307.5K | 0.1% | −11,883−77.1% | Reduced | History |
| BRSLBrightstar Lottery PLC | SHS USD | 19,489 | $308.1K | 0.1% | +19,489 | New | History |
| TDYTeledyne Technologies Inc | COM | 604 | $309.4K | 0.1% | +128+26.9% | Added | History |
| MORNMorningstar, Inc. | COM | 990 | $310.8K | 0.1% | +990 | New | History |
| WSTWest Pharmaceutical Services Inc | COM | 1,423 | $311.4K | 0.1% | −1,856−56.6% | Reduced | History |
| GTXGarrett Motion Inc. | Stock | 29,655 | $311.7K | 0.1% | +2,081+7.5% | Added | History |
| IHGIntercontinental Hotels Group PLC | SPONSORED ADS | 2,709 | $312.5K | 0.1% | +2,709 | New | History |
| EXTRExtreme Networks Inc | COM | 17,438 | $313.0K | 0.1% | +3,444+24.6% | Added | History |
| DINOHF Sinclair Corp | COM | 7,672 | $315.2K | 0.1% | +7,672 | New | History |
| MANHManhattan Associates Inc | Stock | 1,609 | $317.7K | 0.1% | +1,609 | New | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 5,152 | $318.7K | 0.1% | +519+11.2% | Added | History |
| FULFuller H B Co | Stock | 5,323 | $320.2K | 0.1% | +5,323 | New | History |
| RDNRadian Group Inc | COM | 8,959 | $322.7K | 0.1% | −136−1.5% | Reduced | History |
| WSCWillScot Holdings Corp | COM CL A | 11,781 | $322.8K | 0.1% | +11,781 | New | History |
| AXONAxon Enterprise, Inc. | COM | 395 | $327.0K | 0.1% | −544−57.9% | Reduced | History |
| BIRKBirkenstock Holding plc | COM SHS | 6,660 | $327.5K | 0.1% | −1,842−21.7% | Reduced | History |
| NWENorthWestern Energy Group, Inc. | COM NEW | 6,408 | $328.7K | 0.1% | −2,338−26.7% | Reduced | History |
| WMWaste Management Inc | Stock | 1,437 | $328.8K | 0.1% | +1,437 | New | History |
| APPFAppfolio Inc | COM CL A | 1,432 | $329.8K | 0.1% | +1,432 | New | History |
| SIGSignet Jewelers Ltd | SHS | 4,152 | $330.3K | 0.1% | −1,800−30.2% | Reduced | History |
| NYTNew York Times Co | CL A | 5,904 | $330.5K | 0.1% | −15,253−72.1% | Reduced | History |
| ASAmer Sports, Inc. | COM SHS | 8,531 | $330.7K | 0.1% | +8,531 | New | History |
| OGEOGE Energy Corp. | COM | 7,458 | $331.0K | 0.1% | −21,286−74.1% | Reduced | History |
| IMVTImmunovant, Inc. | COM | 20,721 | $331.5K | 0.1% | −15,338−42.5% | Reduced | History |
| CPTCamden Property Trust | REIT | 2,955 | $333.0K | 0.1% | −9,714−76.7% | Reduced | History |
| EVRGEvergy, Inc. | Stock | 4,855 | $334.7K | 0.1% | −25,263−83.9% | Reduced | History |
| HOGHarley-Davidson, Inc. | COM | 14,226 | $335.7K | 0.1% | +14,226 | New | History |
| ALABAstera Labs, Inc. | Stock | 3,734 | $337.6K | 0.1% | +3,734 | New | History |
| FAFirst Advantage Corp | COM | 20,400 | $338.8K | 0.1% | +20,400 | New | History |
| HALOHalozyme Therapeutics, Inc. | COM | 6,520 | $339.2K | 0.1% | +6,520 | New | History |
| WTRGEssential Utilities, Inc. | COM | 9,150 | $339.8K | 0.1% | −9,256−50.3% | Reduced | History |
| PTONPeloton Interactive, Inc. | CL A COM | 49,010 | $340.1K | 0.1% | +22,725+86.5% | Added | History |
| TNDMTandem Diabetes Care Inc | COM NEW | 18,278 | $340.7K | 0.1% | +514+2.9% | Added | History |
| DEIDouglas Emmett Inc | COM | 22,930 | $344.9K | 0.1% | +22,930 | New | History |
| LOARLoar Holdings Inc. | COM SHS | 4,015 | $346.0K | 0.1% | +4,015 | New | History |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 3,214 | $346.6K | 0.1% | −2,377−42.5% | Reduced | History |
| PCVXVaxcyte, Inc. | COM | 10,708 | $348.1K | 0.1% | +10,708 | New | History |
| XPEVXpeng Inc. | ADS | 19,492 | $348.5K | 0.1% | +6,415+49.1% | Added | History |
| STAGSTAG Industrial, Inc. | COM | 9,630 | $349.4K | 0.1% | +3,903+68.2% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 2,564 | $349.5K | 0.1% | +2,564 | New | History |
| PPLPPL Corp | COM | 10,338 | $350.4K | 0.1% | +10,338 | New | History |
| SNDRSchneider National, Inc. | CL B | 14,514 | $350.5K | 0.1% | −1,554−9.7% | Reduced | History |
| KDPKeurig Dr Pepper Inc. | COM | 10,603 | $350.5K | 0.1% | +10,603 | New | History |
| WTSWatts Water Technologies Inc | CL A | 1,428 | $351.1K | 0.1% | +1,428 | New | History |
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.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| ICEIntercontinental Exchange, Inc. | Stock | 15,947 | $2.75M | 0.8% | History |
| HPQHP Inc | Stock | 83,480 | $2.31M | 0.7% | History |
| SNOWSnowflake Inc. | Stock | 12,882 | $1.88M | 0.5% | History |
| LINLinde PLC | Stock | 3,945 | $1.84M | 0.5% | History |
| USBUS Bancorp DE | COM NEW | 42,257 | $1.78M | 0.5% | History |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 40,804 | $1.77M | 0.5% | History |
| ADPAutomatic Data Processing Inc | Stock | 5,760 | $1.76M | 0.5% | History |
| LMTLockheed Martin Corp | Stock | 3,880 | $1.73M | 0.5% | History |
| TRGPTarga Resources Corp. | COM | 8,529 | $1.71M | 0.5% | History |
| STTState Street Corp | COM | 18,764 | $1.68M | 0.5% | History |
| TFCTruist Financial Corp | COM | 39,653 | $1.63M | 0.5% | History |
| CSXCSX Corp | Stock | 54,712 | $1.61M | 0.5% | History |
| AAgilent Technologies, Inc. | COM | 13,475 | $1.58M | 0.5% | History |
| GOOGLAlphabet Inc. | Stock | 9,754 | $1.51M | 0.4% | History |
| CRMSalesforce, Inc. | Stock | 5,508 | $1.48M | 0.4% | History |
| NUENucor Corp | COM | 12,226 | $1.47M | 0.4% | History |
| PNRPENTAIR plc | SHS | 16,711 | $1.46M | 0.4% | History |
| TRVTravelers Companies, Inc. | Stock | 5,339 | $1.41M | 0.4% | History |
| SYFSynchrony Financial | COM | 25,650 | $1.36M | 0.4% | History |
| WDAYWorkday, Inc. | CL A | 5,650 | $1.32M | 0.4% | History |
| DLTRDollar Tree, Inc. | COM | 17,211 | $1.29M | 0.4% | History |
| LVSLas Vegas Sands Corp | COM | 32,974 | $1.27M | 0.4% | History |
| ZBRAZebra Technologies Corp | CL A | 4,454 | $1.26M | 0.4% | History |
| PSXPhillips 66 | Stock | 10,061 | $1.24M | 0.4% | History |
| OKEONEOK Inc | COM | 12,243 | $1.21M | 0.4% | History |
| VMCVulcan Materials CO | COM | 5,100 | $1.19M | 0.3% | History |
| PRUPrudential Financial Inc | Stock | 9,964 | $1.11M | 0.3% | History |
| ELEstee Lauder Companies Inc | CL A | 16,786 | $1.11M | 0.3% | History |
| DGXQuest Diagnostics Inc | COM | 6,456 | $1.09M | 0.3% | History |
| HDHome Depot, Inc. | Stock | 2,958 | $1.08M | 0.3% | History |
| PEPPepsiCo Inc | Stock | 7,217 | $1.08M | 0.3% | History |
| AMATApplied Materials Inc | Stock | 7,435 | $1.08M | 0.3% | History |
| CHHChoice Hotels International Inc | COM | 7,955 | $1.06M | 0.3% | History |
| EMEEMCOR Group, Inc. | Stock | 2,856 | $1.06M | 0.3% | History |
| ATOAtmos Energy Corp | COM | 6,563 | $1.01M | 0.3% | History |
| AMAntero Midstream Corp | Stock | 55,863 | $1.01M | 0.3% | History |
| TJXTJX Companies Inc | Stock | 8,216 | $1.00M | 0.3% | History |
| MASMasco Corp | COM | 14,048 | $976.9K | 0.3% | History |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 5,398 | $967.4K | 0.3% | History |
| KSSKOHLS Corp | Stock | 117,008 | $957.1K | 0.3% | History |
| COSTCostco Wholesale Corp | Stock | 999 | $944.8K | 0.3% | History |
| AVBAvalonbay Communities Inc | COM | 4,393 | $942.8K | 0.3% | History |
| HASHasbro, Inc. | COM | 14,957 | $919.7K | 0.3% | History |
| DDominion Energy, Inc | Stock | 16,178 | $907.1K | 0.3% | History |
| FNFFidelity National Financial, Inc. | COM SHS | 13,817 | $899.2K | 0.3% | History |
| NSITInsight Enterprises Inc | COM | 5,962 | $894.2K | 0.3% | History |
| FDXFedEx Corp | Stock | 3,667 | $893.9K | 0.3% | History |
| YUMYum Brands Inc | Stock | 5,623 | $884.8K | 0.3% | History |
| CHXChampionX Corp | COM | 29,513 | $879.5K | 0.3% | History |
| WEXWEX Inc. | COM | 5,546 | $870.8K | 0.3% | History |
| AFGAmerican Financial Group Inc | COM | 6,604 | $867.4K | 0.3% | History |
| OPCHOption Care Health, Inc. | COM NEW | 24,721 | $864.0K | 0.2% | History |
| JBHTHunt J B Transport Services Inc | COM | 5,671 | $839.0K | 0.2% | History |
| CAKECheesecake Factory Inc | COM | 17,176 | $835.8K | 0.2% | History |
| SPXCSPX Technologies, Inc. | COM | 6,387 | $822.5K | 0.2% | History |
| BKNGBooking Holdings Inc. | Stock | 177 | $815.4K | 0.2% | History |
| DLBDolby Laboratories, Inc. | COM CL A | 10,087 | $810.1K | 0.2% | History |
| PLNTPlanet Fitness, Inc. | CL A | 8,299 | $801.8K | 0.2% | History |
| MIDDMIDDLEBY Corp | COM | 5,217 | $792.9K | 0.2% | History |
| EATBrinker International, Inc | Stock | 5,262 | $784.3K | 0.2% | History |
| HEIHeico Corp | COM | 2,932 | $783.4K | 0.2% | History |
| HSICHenry Schein Inc | COM | 11,359 | $778.0K | 0.2% | History |
| OKTAOkta, Inc. | CL A | 7,388 | $777.4K | 0.2% | History |
| CVNACarvana Co. | CL A | 3,716 | $776.9K | 0.2% | History |
| CBRLCracker Barrel Old Country Store, Inc | COM | 19,968 | $775.2K | 0.2% | History |
| ALKSAlkermes plc. | SHS | 23,346 | $770.9K | 0.2% | History |
| ENSGEnsign Group, Inc | COM | 5,940 | $768.6K | 0.2% | History |
| CCEPCoca-Cola Europacific Partners plc | SHS | 8,780 | $764.1K | 0.2% | History |
| PPCPilgrims Pride Corp | Stock | 13,974 | $761.7K | 0.2% | History |
| JJacobs Solutions Inc. | COM | 6,261 | $756.9K | 0.2% | History |
| FLOFlowers Foods Inc | COM | 39,483 | $750.6K | 0.2% | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 9,283 | $749.2K | 0.2% | History |
| TREXTrex Co Inc | COM | 12,747 | $740.6K | 0.2% | History |
| AMTAmerican Tower Corp | REIT | 3,376 | $734.6K | 0.2% | History |
| FYBRFrontier Communications Parent, Inc. | COM | 20,191 | $724.0K | 0.2% | History |
| BIIBBiogen Inc. | COM | 5,275 | $721.8K | 0.2% | History |
| NVTnVent Electric plc | SHS | 13,679 | $717.1K | 0.2% | History |
| GLGlobe Life Inc. | COM | 5,392 | $710.2K | 0.2% | History |
| NVONovo Nordisk A S | ADR | 10,216 | $709.4K | 0.2% | History |
| KHCKraft Heinz Co | Stock | 23,295 | $708.9K | 0.2% | History |
| CRICarters Inc | COM | 16,994 | $695.1K | 0.2% | History |
| MSMorgan Stanley | Stock | 5,949 | $694.1K | 0.2% | History |
| GVAGranite Construction Inc | COM | 9,159 | $690.6K | 0.2% | History |
| UALUnited Airlines Holdings, Inc. | COM | 9,805 | $677.0K | 0.2% | History |
| EGEverest Group, Ltd. | COM | 1,844 | $670.0K | 0.2% | History |
| GOGrocery Outlet Holding Corp. | COM | 47,742 | $667.4K | 0.2% | History |
| BXBlackstone Inc. | COM | 4,767 | $666.3K | 0.2% | History |
| DHIHorton D R Inc | COM | 5,221 | $663.7K | 0.2% | History |
| PTCPTC Inc. | Stock | 4,252 | $658.8K | 0.2% | History |
| TLNTalen Energy Corp | COM | 3,228 | $644.5K | 0.2% | History |
| MPCMarathon Petroleum Corp | Stock | 4,380 | $638.1K | 0.2% | History |
| APLSApellis Pharmaceuticals, Inc. | COM | 29,070 | $635.8K | 0.2% | History |
| JHGJanus Henderson Group Ltd. | ORD SHS | 17,321 | $626.2K | 0.2% | History |
| CELHCelsius Holdings, Inc. | COM NEW | 17,529 | $624.4K | 0.2% | History |
| LECOLincoln Electric Holdings Inc | COM | 3,283 | $621.0K | 0.2% | History |
| IONSIonis Pharmaceuticals Inc | COM | 20,528 | $619.3K | 0.2% | History |
| VLTOVeralto Corp | Stock | 6,326 | $616.5K | 0.2% | History |
| BMIBadger Meter Inc | COM | 3,211 | $610.9K | 0.2% | History |
| AVYAvery Dennison Corp | COM | 3,417 | $608.1K | 0.2% | History |
| PPGPPG Industries Inc | Stock | 5,540 | $605.8K | 0.2% | History |