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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
RPDRapid7, Inc.COM15,231$352.3K0.1%−3,641−19.3%ReducedHistory
PRDOPerdoceo Education CorpCOM10,819$353.7K0.1%+10,819NewHistory
GSKGSK plcADR9,212$353.7K0.1%−2,646−22.3%ReducedHistory
FELEFranklin Electric Co IncCOM3,956$355.0K0.1%+3,956NewHistory
HWMHowmet Aerospace Inc.Stock1,910$355.5K0.1%+1,910NewHistory
QLYSQualys, Inc.COM2,491$355.9K0.1%−2,467−49.8%ReducedHistory
AROCArchrock, Inc.COM14,340$356.1K0.1%+14,340NewHistory
SWXSouthwest Gas Holdings, Inc.COM4,790$356.3K0.1%−1,473−23.5%ReducedHistory
SQMChemical & Mining Co of Chile IncSPON ADR SER B10,127$357.2K0.1%+10,127NewHistory
VEEVVeeva Systems IncStock1,243$358.0K0.1%+1,243NewHistory
WKWorkiva IncCOM CL A5,243$358.9K0.1%+5,243NewHistory
LEUCentrus Energy CorpStock1,965$359.9K0.1%+1,965NewHistory
NXTNextpower Inc.Stock6,627$360.3K0.1%−3,077−31.7%ReducedHistory
MWAMueller Water Products, Inc.COM SER A14,996$360.5K0.1%+14,996NewHistory
ABRArbor Realty Trust IncCOM33,819$361.9K0.1%+33,819NewHistory
RNRRenaissancere Holdings LtdCOM1,494$362.9K0.1%−29−1.9%ReducedHistory
CNCCentene CorpStock6,690$363.1K0.1%−24,591−78.6%ReducedHistory
CALYCallaway Golf CoCOM45,474$366.1K0.1%−23,961−34.5%ReducedHistory
BOXBox IncCL A10,771$368.0K0.1%+10,771NewHistory
NTSTNETSTREIT Corp.COM21,744$368.1K0.1%+4,131+23.5%AddedHistory
SLMSLM CorpCOM11,234$368.4K0.1%+1,077+10.6%AddedHistory
NFGNational Fuel Gas CoStock4,355$368.9K0.1%+4,355NewHistory
ARMArm Holdings PLCADR2,283$369.3K0.1%−1,287−36.1%ReducedHistory
BMRNBiomarin Pharmaceutical IncCOM6,724$369.6K0.1%+6,724NewHistory
MODModine Manufacturing CoCOM3,753$369.7K0.1%+3,753NewHistory
BHPBHP Group LtdADR7,744$372.4K0.1%+7,744NewHistory
APAAPA CorpStock20,648$377.7K0.1%+3,985+23.9%AddedHistory
SLGNSilgan Holdings IncCOM6,977$378.0K0.1%+6,977NewHistory
BCRXBiocryst Pharmaceuticals IncCOM42,979$385.1K0.1%+42,979NewHistory
MKTXMarketaxess Holdings IncCOM1,727$385.7K0.1%+1,727NewHistory
WINGWingstop Inc.COM1,152$387.9K0.1%−2,626−69.5%ReducedHistory
DEODiageo PLCSPON ADR NEW3,865$389.7K0.1%+521+15.6%AddedHistory
FTVFortive CorpStock7,507$391.3K0.1%+7,507NewHistory
TROWPrice T Rowe Group IncStock4,057$391.5K0.1%−349−7.9%ReducedHistory
AMBAAmbarella IncSHS5,929$391.7K0.1%+5,929NewHistory
OLLIOllie's Bargain Outlet Holdings, Inc.Stock2,975$392.0K0.1%+2,975NewHistory
FTAIFTAI Aviation Ltd.SHS3,414$392.7K0.1%−702−17.1%ReducedHistory
CNMCore & Main, Inc.CL A6,517$393.3K0.1%+457+7.5%AddedHistory
GENGen Digital Inc.Stock13,484$396.4K0.1%+13,484NewHistory
WMTWalmart Inc.Stock4,063$397.3K0.1%+4,063NewHistory
CNXCConcentrix CorpStock7,536$398.3K0.1%+86+1.2%AddedHistory
CHWYChewy, Inc.CL A9,361$399.0K0.1%−1,169−11.1%ReducedHistory
LYFTLyft, Inc.CL A COM25,326$399.1K0.1%+25,326NewHistory
FORMFormfactor IncCOM11,623$399.9K0.1%+11,623NewHistory
ULUnilever PLCSPON ADR NEW6,571$401.9K0.1%+6,571NewHistory
PEGPublic Service Enterprise Group IncCOM4,792$403.4K0.1%+4,792NewHistory
TERTeradyne, IncStock4,511$405.6K0.1%+1,750+63.4%AddedHistory
STRSitio Royalties Corp.CLASS A COM22,292$409.7K0.1%+22,292NewHistory
Cyberark Software LtdM2682V108SHS1,008$410.1K0.1%+379+60.3%Added–
SKXSkechers USA IncCL A6,579$415.1K0.1%+6,579NewHistory
CALXCalix, IncCOM7,831$416.5K0.1%+7,831NewHistory
PBFPBF Energy Inc.CL A19,256$417.3K0.1%+19,256NewHistory
CNHCNH Industrial N.V.SHS32,292$418.5K0.1%+15,250+89.5%AddedHistory
HUBSHubSpot IncCOM752$418.6K0.1%+752NewHistory
AHRAmerican Healthcare REIT, Inc.COM SHS11,461$421.1K0.1%+11,461NewHistory
FSLYFastly, Inc.CL A59,718$421.6K0.1%+59,718NewHistory
TALOTalos Energy Inc.COM49,756$421.9K0.1%+17,088+52.3%AddedHistory
NNNNNN REIT, Inc.REIT9,775$422.1K0.1%−15,191−60.8%ReducedHistory
TTTrane Technologies plcSHS969$423.9K0.1%+969NewHistory
WAYWaystar Holding Corp.COM10,415$425.7K0.1%+10,415NewHistory
PGNYProgyny, Inc.COM19,441$427.7K0.1%−10,987−36.1%ReducedHistory
MSCIMSCI Inc.Stock742$427.9K0.1%−1,644−68.9%ReducedHistory
MTHMeritage Homes CORPCOM6,395$428.3K0.1%+6,395NewHistory
JOBYJoby Aviation, Inc.COMMON STOCK40,674$429.1K0.1%+40,674NewHistory
BGBunge Global SACOM SHS5,350$429.5K0.1%−6,846−56.1%ReducedHistory
ARMKAramarkCOM10,268$429.9K0.1%−10,369−50.2%ReducedHistory
ACVAACV Auctions Inc.COM CL A26,719$433.4K0.1%+26,719NewHistory
ROKRockwell Automation, IncStock1,308$434.5K0.1%+1,308NewHistory
TARSTarsus Pharmaceuticals, Inc.COM10,729$434.6K0.1%+10,729NewHistory
NLYAnnaly Capital Management IncREIT23,108$434.9K0.1%+23,108NewHistory
GILDGilead Sciences, Inc.Stock3,924$435.1K0.1%+3,924NewHistory
PDPagerDuty, Inc.COM28,749$439.3K0.1%+16,736+139.3%AddedHistory
AMGNAmgen IncStock1,575$439.8K0.1%+1,575NewHistory
EIXEdison InternationalStock8,529$440.1K0.1%+8,529NewHistory
PENPenumbra IncCOM1,727$443.2K0.1%−200−10.4%ReducedHistory
COURCoursera, Inc.COM50,829$445.3K0.1%+38,311+306.0%AddedHistory
NWSNews CorpCL B13,061$448.1K0.1%−29−0.2%ReducedHistory
BNLBroadstone Net Lease, Inc.COM28,188$452.4K0.1%+28,188NewHistory
GMSGMS Inc.COM4,175$454.0K0.1%+4,175NewHistory
DVDoubleVerify Holdings, Inc.COM30,543$457.2K0.1%+19,837+185.3%AddedHistory
HIIHuntington Ingalls Industries, Inc.COM1,894$457.3K0.1%+1,894NewHistory
BWABorgwarner IncCOM13,825$462.9K0.1%+13,825NewHistory
BROSDutch Bros Inc.CL A6,776$463.3K0.1%−7,116−51.2%ReducedHistory
LRNStride, Inc.COM3,220$467.5K0.1%+3,220NewHistory
PNWPinnacle West Capital CorpCOM5,239$468.7K0.1%−9,176−63.7%ReducedHistory
INCYIncyte CorpCOM6,907$470.4K0.1%+6,907NewHistory
CVSCVS Health CorpStock6,847$472.3K0.1%+6,847NewHistory
SUSuncor Energy IncStock12,674$474.6K0.1%+12,674NewHistory
DGDollar General CorpCOM4,154$475.1K0.1%+4,154NewHistory
RVTYRevvity, Inc.COM4,913$475.2K0.1%+4,913NewHistory
WHRWhirlpool CorpStock4,717$478.4K0.1%+2,290+94.4%AddedHistory
CDWCDW CorpCOM2,679$478.4K0.1%−8,640−76.3%ReducedHistory
MSFTMicrosoft CorpStock964$479.5K0.1%+964NewHistory
SESea LtdSPONSORD ADS3,000$479.8K0.1%+3,000NewHistory
PGRProgressive CorpStock1,811$483.3K0.1%+1,811NewHistory
SEDGSolaredge Technologies, Inc.COM23,748$484.5K0.1%+23,748NewHistory
CPCanadian Pacific Kansas City LtdCOM6,128$485.8K0.1%+6,128NewHistory
DYDycom Industries IncCOM1,989$486.1K0.1%+1,989NewHistory
AMSCAmerican Superconductor CorpStock13,273$487.0K0.1%+13,273NewHistory
BKEBuckle IncCOM10,911$494.8K0.1%−2,781−20.3%ReducedHistory

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