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Livermore
Livermore
ZHEN

Bridgefront Capital, LLC

SEC CIK
0001725690
Latest filing
Aug 14, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
561
−17 vs. Q2 2025
Portfolio value
$339.9M
−$37.4M (−9.9%) vs. Q2 2025
Filed
Nov 14, 2025
SEC
Holdings of Bridgefront Capital, LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
PTENPatterson Uti Energy IncCOM12,930$67.0K<0.1%−2,279−15.0%ReducedHistory
MCWMister Car Wash, Inc.COM14,347$76.5K<0.1%−17,215−54.5%ReducedHistory
FINVFinVolution GroupSPONSORED ADS10,708$78.9K<0.1%+10,708NewHistory
WENWendy's CoStock10,284$94.2K<0.1%−62,789−85.9%ReducedHistory
UMCUnited Microelectronics CorpSPON ADR NEW12,560$95.2K<0.1%+12,560NewHistory
OGNOrganon & Co.Stock10,718$114.5K<0.1%−56,825−84.1%ReducedHistory
JBLUJetBlue Airways CorpCOM23,890$117.5K<0.1%+23,890NewHistory
FLNCFluence Energy, Inc.COM CL A11,343$122.5K<0.1%+11,343NewHistory
VALEVale S.A.SPONSORED ADS12,168$132.1K<0.1%−5,825−32.4%ReducedHistory
TDOCTeladoc Health, Inc.COM17,612$136.1K<0.1%+17,612NewHistory
GBTGGlobal Business Travel Group, Inc.COM CL A17,123$138.4K<0.1%+17,123NewHistory
NUSNu Skin Enterprises, Inc.CL A11,548$140.8K<0.1%+11,548NewHistory
XIFRXPLR Infrastructure, LPCOM UNIT PART IN13,883$141.2K<0.1%−674−4.6%ReducedHistory
BMBLBumble Inc.COM CL A23,200$141.3K<0.1%+23,200NewHistory
IVRInvesco Mortgage Capital Inc.COM18,814$142.2K<0.1%+3,769+25.1%AddedHistory
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD19,511$143.2K<0.1%+19,511NewHistory
UTZUtz Brands, Inc.COM CL A11,946$145.1K<0.1%−1,668−12.3%ReducedHistory
NVAXNovavax IncCOM NEW16,788$145.6K<0.1%−20,069−54.5%ReducedHistory
ACHRArcher Aviation Inc.Stock15,284$146.4K<0.1%+15,284NewHistory
WUWestern Union COStock18,557$148.3K<0.1%+18,557NewHistory
MBLYMobileye Global Inc.Stock10,549$149.0K<0.1%−25,761−70.9%ReducedHistory
DVAXDynavax Technologies CorpCOM NEW15,028$149.2K<0.1%+15,028NewHistory
SUZSuzano S.A.SPON ADS16,635$156.4K<0.1%+3,196+23.8%AddedHistory
BLMNBloomin' Brands, Inc.COM21,870$156.8K<0.1%+21,870NewHistory
HTZHertz Global Holdings, IncCOM NEW23,408$159.2K<0.1%+23,408NewHistory
ENVXEnovix CorpCOM16,124$160.8K<0.1%+2,599+19.2%AddedHistory
CALYCallaway Golf CoCOM17,210$163.5K<0.1%−28,264−62.2%ReducedHistory
FRSHFreshworks Inc.Stock14,433$169.9K<0.1%+14,433NewHistory
CRMDCorMedix Inc.COM14,610$169.9K<0.1%+14,610NewHistory
SOUNSoundhound AI, Inc.CLASS A COM10,609$170.6K0.1%+10,609NewHistory
ECEcopetrol S.A.SPONSORED ADS18,724$172.4K0.1%+666+3.7%AddedHistory
BLCOBausch & Lomb CorpCOMMON SHARES11,599$174.8K0.1%+11,599NewHistory
OWLBlue Owl Capital Inc.COM CL A10,339$175.0K0.1%−39,624−79.3%ReducedHistory
BCRXBiocryst Pharmaceuticals IncCOM23,650$179.5K0.1%−19,329−45.0%ReducedHistory
HLFHerbalife Ltd.COM SHS21,838$184.3K0.1%+21,838NewHistory
ARCOArcos Dorados Holdings Inc.SHS CLASS -A -27,730$187.2K0.1%+770+2.9%AddedHistory
CWANClearwater Analytics Holdings, Inc.CL A10,529$189.7K0.1%+10,529NewHistory
FOLDAmicus Therapeutics, Inc.COM24,418$192.4K0.1%−25,483−51.1%ReducedHistory
KVUEKenvue Inc.Stock11,896$193.1K0.1%−108,976−90.2%ReducedHistory
SITCSITE Centers Corp.COM21,751$196.0K0.1%+8,151+59.9%AddedHistory
SSentinelOne, Inc.CL A11,192$197.1K0.1%−38,568−77.5%ReducedHistory
ARVNArvinas, Inc.COM23,148$197.2K0.1%+12,594+119.3%AddedHistory
SKYTSkyWater Technology, LLCCOM10,821$201.9K0.1%+10,821NewHistory
CUZCousins Properties IncCOM NEW6,979$202.0K0.1%−1,669−19.3%ReducedHistory
ECVTEcovyst Inc.COM23,062$202.0K0.1%+8,526+58.7%AddedHistory
NVCRNovoCure LtdORD SHS15,659$202.3K0.1%+15,659NewHistory
PLNTPlanet Fitness, Inc.CL A1,965$204.0K0.1%+1,965NewHistory
SPHRSphere Entertainment Co.CL A3,291$204.4K0.1%+3,291NewHistory
INSMINSMED IncCOM PAR $.011,425$205.2K0.1%+1,425NewHistory
PLMRPalomar Holdings, Inc.Stock1,760$205.5K0.1%+111+6.7%AddedHistory
STLDSteel Dynamics IncCOM1,474$205.5K0.1%+1,474NewHistory
GLBEGlobal-E Online Ltd.SHS5,753$205.7K0.1%+5,753NewHistory
FLUTFlutter Entertainment plcSHS813$206.5K0.1%+813NewHistory
HQYHealthequity, Inc.COM2,190$207.5K0.1%+2,190NewHistory
CWCurtiss Wright CorpStock388$210.7K0.1%−2,345−85.8%ReducedHistory
HIIHuntington Ingalls Industries, Inc.COM732$210.8K0.1%−1,162−61.4%ReducedHistory
VYXNCR Voyix CorpCOM16,841$211.4K0.1%+16,841NewHistory
AVGOBroadcom Inc.Stock643$212.1K0.1%−2,051−76.1%ReducedHistory
NXQuanex Building Products CORPCOM15,089$214.6K0.1%+15,089NewHistory
RBARB Global Inc.COM1,981$214.7K0.1%+1,981NewHistory
CBSHCommerce Bancshares IncStock3,617$216.2K0.1%+3,617NewHistory
CNKCinemark Holdings, Inc.COM7,717$216.2K0.1%+7,717NewHistory
TRUPTrupanion, Inc.COM5,041$218.2K0.1%+5,041NewHistory
INMDInMode Ltd.SHS14,656$218.4K0.1%+14,656NewHistory
BABAAlibaba Group Holding LtdADR1,224$218.8K0.1%−564−31.5%ReducedHistory
CFLTConfluent, Inc.CLASS A COM11,067$219.1K0.1%−24,344−68.7%ReducedHistory
IMVTImmunovant, Inc.COM13,654$220.1K0.1%−7,067−34.1%ReducedHistory
NOVTNovanta IncCOM2,201$220.4K0.1%+2,201NewHistory
JBHTHunt J B Transport Services IncCOM1,646$220.8K0.1%+1,646NewHistory
FDSFactset Research Systems IncStock777$222.6K0.1%+777NewHistory
ASTHAstrana Health, Inc.COM NEW7,875$223.3K0.1%+7,875NewHistory
UDMYUdemy, Inc.COM32,290$226.4K0.1%+11,100+52.4%AddedHistory
FSKFS KKR Capital CorpCOM15,164$226.4K0.1%+4,524+42.5%AddedHistory
SBLKStar Bulk Carriers Corp.SHS PAR12,208$226.9K0.1%+12,208NewHistory
DFINDonnelley Financial Solutions, Inc.COM4,416$227.1K0.1%+4,416NewHistory
PDPagerDuty, Inc.COM13,777$227.6K0.1%−14,972−52.1%ReducedHistory
GLPIGaming & Leisure Properties, Inc.COM4,888$227.8K0.1%+4,888NewHistory
DYNDyne Therapeutics, Inc.COM18,042$228.2K0.1%+18,042NewHistory
BACBank of America CorpStock4,428$228.4K0.1%−24,237−84.6%ReducedHistory
DEODiageo PLCSPON ADR NEW2,396$228.7K0.1%−1,469−38.0%ReducedHistory
SBRASabra Health Care REIT, Inc.REIT12,366$230.5K0.1%+12,366NewHistory
HAEHaemonetics CorpCOM4,738$230.9K0.1%+4,738NewHistory
PRCTPROCEPT BioRobotics CorpCOM6,483$231.4K0.1%+6,483NewHistory
CNACna Financial CorpCOM4,981$231.4K0.1%+4,981NewHistory
KVYOKlaviyo, Inc.COM SER A8,405$232.7K0.1%+8,405NewHistory
VCYTVeracyte, Inc.COM6,785$232.9K0.1%+6,785NewHistory
VKTXViking Therapeutics, Inc.COM8,895$233.8K0.1%+8,895NewHistory
NLYAnnaly Capital Management IncREIT11,643$235.3K0.1%−11,465−49.6%ReducedHistory
XPXP Inc.CL A12,526$235.4K0.1%−23,346−65.1%ReducedHistory
FBINFortune Brands Innovations, Inc.COM4,424$236.2K0.1%+4,424NewHistory
ADTNADTRAN Holdings, Inc.COM25,239$236.7K0.1%+25,239NewHistory
NVONovo Nordisk A SADR4,278$237.4K0.1%+4,278NewHistory
IRTCiRhythm Holdings, Inc.COM1,383$237.9K0.1%+1,383NewHistory
PHRPhreesia, Inc.COM10,150$238.7K0.1%+2,437+31.6%AddedHistory
SEISolaris Energy Infrastructure, Inc.COM CL A5,980$239.0K0.1%+5,980NewHistory
BCEBce IncCOM NEW10,237$239.4K0.1%+10,237NewHistory
MLYSMineralys Therapeutics, Inc.COM6,338$240.3K0.1%+6,338NewHistory
CXCemex SAB de CVSPON ADR NEW26,824$241.1K0.1%+10,264+62.0%AddedHistory
NOGNorthern Oil & Gas, Inc.COM9,759$242.0K0.1%+9,759NewHistory
TCOMTrip.com Group LtdADS3,221$242.2K0.1%−1,289−28.6%ReducedHistory

Sold out since Q2 2025 (318)

Positions held at the end of Q2 2025 that are gone from this filing.

The largest 100 of 318 by value last quarter.

Positions of Bridgefront Capital, LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
MAMastercard IncStock7,261$4.08M1.1%History
INTUIntuit Inc.Stock4,896$3.86M1.0%History
SPGIS&P Global Inc.Stock5,602$2.95M0.8%History
ETREntergy CorpCOM28,414$2.36M0.6%History
TMOThermo Fisher Scientific Inc.Stock5,263$2.13M0.6%History
ITGartner IncCOM4,971$2.01M0.5%History
TTWOTake Two Interactive Software IncCOM8,013$1.95M0.5%History
EXEExpand Energy CorpCOM16,308$1.91M0.5%History
TPRTapestry, Inc.COM21,312$1.87M0.5%History
WTWWillis Towers Watson PLCSHS5,786$1.77M0.5%History
EFXEquifax IncCOM6,645$1.72M0.5%History
SPGSimon Property Group Inc.REIT10,385$1.67M0.4%History
DRIDarden Restaurants IncCOM7,411$1.62M0.4%History
NDSNNordson CorpCOM7,506$1.61M0.4%History
EPAMEPAM Systems, Inc.COM9,086$1.61M0.4%History
XYLXylem Inc.COM11,713$1.52M0.4%History
DDDuPont de Nemours, Inc.COM20,670$1.42M0.4%History
PNCPNC Financial Services Group, Inc.Stock7,400$1.38M0.4%History
CMICummins IncStock4,185$1.37M0.4%History
TTEKTetra Tech IncCOM37,145$1.34M0.4%History
SRESempraStock17,030$1.29M0.3%History
RSGRepublic Services, Inc.COM5,129$1.26M0.3%History
RSReliance, Inc.COM3,979$1.25M0.3%History
KKellanovaStock15,617$1.24M0.3%History
PINSPinterest, Inc.CL A34,500$1.24M0.3%History
RBLXRoblox CorpStock11,740$1.24M0.3%History
PRMBPrimo Brands CorpCLASS A COM SHS41,586$1.23M0.3%History
MRVLMarvell Technology, Inc.COM14,977$1.16M0.3%History
DDOGDatadog, Inc.CL A COM8,622$1.16M0.3%History
STXSeagate Technology Holdings plcORD SHS7,867$1.14M0.3%History
UNPUnion Pacific CorpStock4,868$1.12M0.3%History
DISWalt Disney CoStock8,838$1.10M0.3%History
REGNRegeneron Pharmaceuticals, Inc.COM2,058$1.08M0.3%History
PYPLPayPal Holdings, Inc.Stock14,536$1.08M0.3%History
POOLPool CorpCOM3,683$1.07M0.3%History
ULTAUlta Beauty, Inc.Stock2,254$1.05M0.3%History
MKCMcCormick & Co IncStock13,817$1.05M0.3%History
FCNFti Consulting, IncCOM6,481$1.05M0.3%History
CFCF Industries Holdings, Inc.COM11,308$1.04M0.3%History
BRXBrixmor Property Group Inc.COM39,937$1.04M0.3%History
OHIOmega Healthcare Investors IncCOM27,595$1.01M0.3%History
DOCSDoximity, Inc.CL A16,468$1.01M0.3%History
MOSMosaic CoCOM27,631$1.01M0.3%History
ASMLASML Holding NVADR1,252$1.00M0.3%History
GFSGLOBALFOUNDRIES Inc.Stock25,888$988.9K0.3%History
APPAppLovin CorpCOM CL A2,804$981.6K0.3%History
GPNGlobal Payments IncStock12,136$971.4K0.3%History
WBSWebster Financial CorpCOM17,547$958.1K0.3%History
UPSUnited Parcel Service IncStock9,292$937.9K0.2%History
BDXBecton Dickinson & CoStock5,390$928.4K0.2%History
HUMHumana IncStock3,788$926.1K0.2%History
MGMMGM Resorts InternationalStock26,922$925.8K0.2%History
MTSIMACOM Technology Solutions Holdings, Inc.COM6,111$875.6K0.2%History
HIGHartford Insurance Group, Inc.Stock6,873$872.0K0.2%History
EQTEQT CorpStock14,935$871.0K0.2%History
KMXCarMax IncCOM12,958$870.9K0.2%History
HRLHormel Foods CorpCOM28,759$870.0K0.2%History
TOLToll Brothers, Inc.COM7,590$866.2K0.2%History
CAVACava Group, Inc.COM10,273$865.3K0.2%History
DALDelta Air Lines, Inc.COM NEW17,594$865.3K0.2%History
NENoble Corp plcORD SHS A32,092$852.0K0.2%History
CDNSCadence Design Systems IncStock2,761$850.8K0.2%History
EXRExtra Space Storage Inc.COM5,763$849.7K0.2%History
METMetlife IncStock10,413$837.4K0.2%History
IVZInvesco Ltd.Stock53,031$836.3K0.2%History
LPXLouisiana-Pacific CorpCOM9,668$831.4K0.2%History
AOSSmith A O CorpCOM12,598$826.1K0.2%History
DBXDropbox, Inc.CL A28,453$813.8K0.2%History
OGSONE Gas, Inc.COM11,028$792.5K0.2%History
AMCRAmcor plcORD85,661$787.2K0.2%History
NVSNovartis AGADR6,488$785.1K0.2%History
GTMZoomInfo Technologies Inc.Stock76,847$777.7K0.2%History
FOXAFox CorpCL A COM13,873$777.4K0.2%History
AIZAssurant, Inc.Stock3,924$775.0K0.2%History
ELSEquity Lifestyle Properties IncCOM12,427$766.4K0.2%History
ALGMAllegro Microsystems, Inc.COM22,310$762.8K0.2%History
CECelanese CorpStock13,564$750.5K0.2%History
ALBAlbemarle CorpStock11,603$727.2K0.2%History
AGNCAGNC Investment Corp.REIT78,816$724.3K0.2%History
OLNOLIN CorpStock35,384$710.9K0.2%History
BILLBILL Holdings, Inc.Stock14,795$684.4K0.2%History
SEESealed Air CorpCOM21,822$677.1K0.2%History
SHOPShopify Inc.Stock5,832$672.7K0.2%History
ATIAti IncStock7,754$669.5K0.2%History
KRGKite Realty Group TrustCOM NEW29,223$661.9K0.2%History
IPGInterpublic Group of Companies, Inc.COM26,974$660.3K0.2%History
UNHUnitedHealth Group IncStock2,106$657.0K0.2%History
AEPAmerican Electric Power Co IncStock6,249$648.4K0.2%History
MUSAMurphy USA Inc.COM1,575$640.7K0.2%History
HALHalliburton CoStock31,379$639.5K0.2%History
ACGLArch Capital Group Ltd.Stock6,982$635.7K0.2%History
DOCNDigitalOcean Holdings, Inc.COM22,182$633.5K0.2%History
HRBH&R Block IncCOM11,439$627.9K0.2%History
CVXChevron CorpStock4,374$626.3K0.2%History
AYIAcuity Inc. (DE)Stock2,096$625.3K0.2%History
DVNDevon Energy CorpStock19,623$624.2K0.2%History
GTLBGitlab Inc.CLASS A COM13,787$621.9K0.2%History
EWBCEast West Bancorp IncCOM6,126$618.6K0.2%History
SSBSouthState Bank CorpCOM6,668$613.7K0.2%History
MNSTMonster Beverage CorpCOM9,733$609.7K0.2%History