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Livermore
Livermore
ZHEN

Bridgefront Capital, LLC

SEC CIK
0001725690
Latest filing
Aug 14, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
503
+11 vs. Q4 2025
Portfolio value
$402.3M
+$4.52M (+1.1%) vs. Q4 2025
Filed
May 15, 2026
SEC
Holdings of Bridgefront Capital, LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
TTWOTake Two Interactive Software IncCOM21,658$4.28M1.1%+21,658NewHistory
TPGTPG Inc.COM CL A94,752$3.84M1.0%+94,752NewHistory
STZConstellation Brands, Inc.Stock23,203$3.48M0.9%−10,382−30.9%ReducedHistory
AVGOBroadcom Inc.Stock11,175$3.46M0.9%+10,258+1,118.6%AddedHistory
OVVOvintiv Inc.COM58,058$3.45M0.9%+58,058NewHistory
KMBKimberly Clark CorpStock35,582$3.43M0.9%+35,582NewHistory
CLXClorox CoStock32,222$3.34M0.8%+32,222NewHistory
LWLamb Weston Holdings, Inc.Stock74,120$3.13M0.8%+74,120NewHistory
KEYSKeysight Technologies, Inc.Stock10,911$3.08M0.8%+10,911NewHistory
EQTEQT CorpStock47,718$3.04M0.8%+43,808+1,120.4%AddedHistory
CELHCelsius Holdings, Inc.COM NEW81,736$2.90M0.7%+81,736NewHistory
AMGNAmgen IncStock8,228$2.90M0.7%+8,228NewHistory
MUMicron Technology IncStock8,485$2.87M0.7%+1,934+29.5%AddedHistory
HSTHost Hotels & Resorts, Inc.COM143,651$2.75M0.7%+143,651NewHistory
ADCAgree Realty CorpCOM36,356$2.74M0.7%+22,260+157.9%AddedHistory
PRPermian Resources CorpCLASS A COM126,866$2.70M0.7%+42,528+50.4%AddedHistory
CBRECbre Group, Inc.CL A19,751$2.68M0.7%+17,462+762.9%AddedHistory
AIGAmerican International Group, Inc.Stock35,456$2.67M0.7%+35,456NewHistory
PHParker-Hannifin CorpStock2,949$2.64M0.7%+2,949NewHistory
ISRGIntuitive Surgical IncCOM NEW5,725$2.64M0.7%+3,725+186.3%AddedHistory
LMTLockheed Martin CorpStock4,366$2.64M0.7%+4,366NewHistory
RBRKRubrik, Inc.Stock53,485$2.62M0.7%+25,321+89.9%AddedHistory
LINLinde PLCStock5,163$2.56M0.6%+5,163NewHistory
AMATApplied Materials IncStock7,230$2.47M0.6%+7,230NewHistory
LNGCheniere Energy, Inc.COM NEW8,672$2.46M0.6%−10,545−54.9%ReducedHistory
EXEExpand Energy CorpCOM21,888$2.40M0.6%+11,871+118.5%AddedHistory
GMGeneral Motors CoCOM32,061$2.39M0.6%+28,701+854.2%AddedHistory
TTTrane Technologies plcSHS5,674$2.36M0.6%+5,674NewHistory
SMPLSimply Good Foods CoCOM164,282$2.36M0.6%+164,282NewHistory
CCKCrown Holdings, Inc.COM23,169$2.32M0.6%+13,786+146.9%AddedHistory
RPRXRoyalty Pharma plcSHS CLASS A48,362$2.32M0.6%+48,362NewHistory
DDDuPont de Nemours, Inc.COM50,055$2.29M0.6%+50,055NewHistory
FIVEFive Below, IncCOM9,726$2.22M0.6%−7,482−43.5%ReducedHistory
BRBRBellring Brands, Inc.Stock133,140$2.14M0.5%+133,140NewHistory
APHAmphenol CorpCL A16,768$2.12M0.5%+12,159+263.8%AddedHistory
CCitigroup IncStock18,447$2.09M0.5%+18,447NewHistory
LKQLKQ CorpCOM71,120$2.09M0.5%+56,107+373.7%AddedHistory
AMKRAmkor Technology, Inc.COM46,167$2.08M0.5%+46,167NewHistory
EDConsolidated Edison IncStock18,128$2.05M0.5%+18,128NewHistory
ADIAnalog Devices IncStock6,446$2.05M0.5%+6,446NewHistory
MAMastercard IncStock4,085$2.04M0.5%+4,085NewHistory
IDAIdacorp IncCOM14,175$2.03M0.5%+14,175NewHistory
COFCapital One Financial CorpStock10,658$1.94M0.5%+5,361+101.2%AddedHistory
TAPMolson Coors Beverage CoCL B45,131$1.94M0.5%+3,445+8.3%AddedHistory
BSXBoston Scientific CorpStock30,630$1.92M0.5%+6,862+28.9%AddedHistory
TPRTapestry, Inc.COM13,493$1.90M0.5%+13,493NewHistory
PORPortland General Electric CoCOM NEW35,676$1.88M0.5%+35,676NewHistory
NWSANews CorpCL A75,448$1.88M0.5%+66,213+717.0%AddedHistory
AMTAmerican Tower CorpREIT10,790$1.86M0.5%+3,989+58.7%AddedHistory
ELANElanco Animal Health IncCOM76,917$1.84M0.5%+76,917NewHistory
PEPPepsiCo IncStock11,840$1.84M0.5%+11,840NewHistory
HWMHowmet Aerospace Inc.Stock7,967$1.84M0.5%+2,497+45.6%AddedHistory
TMOThermo Fisher Scientific Inc.Stock3,644$1.79M0.4%+3,644NewHistory
AMEAmetek IncCOM8,270$1.77M0.4%+5,978+260.8%AddedHistory
GENGen Digital Inc.Stock90,025$1.70M0.4%+90,025NewHistory
MDLZMondelez International, Inc.Stock29,377$1.69M0.4%−11,542−28.2%ReducedHistory
ADSKAutodesk, Inc.COM7,061$1.69M0.4%−1,351−16.1%ReducedHistory
WKWorkiva IncCOM CL A27,855$1.66M0.4%+16,473+144.7%AddedHistory
DLBDolby Laboratories, Inc.COM CL A27,498$1.65M0.4%+27,498NewHistory
EPREpr PropertiesCOM SH BEN INT33,006$1.65M0.4%+20,199+157.7%AddedHistory
CMGChipotle Mexican Grill IncCOM51,022$1.63M0.4%+51,022NewHistory
JCIJohnson Controls International plcStock12,419$1.63M0.4%+3,991+47.4%AddedHistory
PNRPENTAIR plcSHS18,597$1.62M0.4%+18,597NewHistory
TTCToro CoCOM17,173$1.60M0.4%+12,487+266.5%AddedHistory
FRPTFreshpet, Inc.Stock26,796$1.58M0.4%+26,796NewHistory
GTMZoomInfo Technologies Inc.Stock261,578$1.56M0.4%+261,578NewHistory
GEGeneral Electric CoStock5,418$1.54M0.4%+3,320+158.2%AddedHistory
WENWendy's CoStock220,950$1.54M0.4%+589+0.3%AddedHistory
ARWArrow Electronics, Inc.COM10,673$1.53M0.4%+10,673NewHistory
NOWServiceNow, Inc.Stock14,472$1.51M0.4%+4,451+44.4%AddedHistory
VEEVVeeva Systems IncStock8,596$1.51M0.4%−4,194−32.8%ReducedHistory
AXSAxis Capital Holdings LtdSHS14,498$1.47M0.4%+11,445+374.9%AddedHistory
ANETArista Networks, Inc.Stock11,932$1.47M0.4%+3,849+47.6%AddedHistory
SLGSL Green Realty CorpCOM39,607$1.46M0.4%+39,607NewHistory
TTEKTetra Tech IncCOM48,471$1.46M0.4%−15,407−24.1%ReducedHistory
DTDynatrace, Inc.Stock39,351$1.46M0.4%+27,007+218.8%AddedHistory
LLYEli Lilly & CoStock1,547$1.42M0.4%+886+134.0%AddedHistory
HALHalliburton CoStock34,986$1.36M0.3%+34,986NewHistory
ELEstee Lauder Companies IncCL A18,925$1.36M0.3%+6,711+54.9%AddedHistory
ELVElevance Health, Inc.Stock4,632$1.36M0.3%+4,632NewHistory
ROSTRoss Stores, Inc.COM6,220$1.35M0.3%−13,140−67.9%ReducedHistory
NDAQNasdaq, Inc.COM15,683$1.33M0.3%+15,683NewHistory
DINOHF Sinclair CorpCOM20,793$1.30M0.3%+20,793NewHistory
TDGTransDigm Group INCCOM1,108$1.28M0.3%+1,108NewHistory
MTNVail Resorts IncCOM9,991$1.28M0.3%+4,634+86.5%AddedHistory
EMEEMCOR Group, Inc.Stock1,734$1.28M0.3%+1,734NewHistory
WMBWilliams Companies, Inc.COM17,517$1.27M0.3%−3,513−16.7%ReducedHistory
BRBroadridge Financial Solutions, Inc.Stock7,798$1.27M0.3%+7,798NewHistory
SNPSSynopsys IncCOM3,193$1.27M0.3%+1,929+152.6%AddedHistory
JBHTHunt J B Transport Services IncCOM5,962$1.26M0.3%+2,938+97.2%AddedHistory
AAPLApple Inc.Stock4,965$1.26M0.3%−3,448−41.0%ReducedHistory
CICigna GroupStock4,708$1.26M0.3%−975−17.2%ReducedHistory
BBYBest Buy Co IncStock19,117$1.23M0.3%+19,117NewHistory
RKTRocket Companies, Inc.Stock85,953$1.22M0.3%+48,057+126.8%AddedHistory
TTDTrade Desk, Inc.Stock53,561$1.22M0.3%−3,169−5.6%ReducedHistory
INVHInvitation Homes Inc.COM48,564$1.21M0.3%+48,564NewHistory
BNLBroadstone Net Lease, Inc.COM65,804$1.20M0.3%+65,804NewHistory
GGenpact LTDSHS31,945$1.19M0.3%+14,387+81.9%AddedHistory
LYBLyondellBasell Industries N.V.SHS - A -14,708$1.18M0.3%+14,708NewHistory
AXONAxon Enterprise, Inc.COM2,765$1.17M0.3%+2,765NewHistory

Sold out since Q4 2025 (305)

Positions held at the end of Q4 2025 that are gone from this filing.

The largest 100 of 305 by value last quarter.

Positions of Bridgefront Capital, LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
ELFe.l.f. Beauty, Inc.COM59,427$4.52M1.1%History
MCDMcDonalds CorpStock12,271$3.75M0.9%History
GISGeneral Mills IncStock74,236$3.45M0.9%History
MDBMongoDB, Inc.CL A7,839$3.29M0.8%History
MRSHMarsh & McLennan Companies, Inc.Stock16,070$2.98M0.7%History
MNSTMonster Beverage CorpCOM38,176$2.93M0.7%History
PFEPfizer IncStock114,653$2.85M0.7%History
SUISun Communities IncCOM22,469$2.78M0.7%History
BLDRBuilders FirstSource, Inc.Stock26,429$2.72M0.7%History
PRGOPERRIGO Co plcSHS186,659$2.60M0.7%History
AHRAmerican Healthcare REIT, Inc.COM SHS53,740$2.53M0.6%History
HOGHarley-Davidson, Inc.COM113,064$2.32M0.6%History
MKTXMarketaxess Holdings IncCOM12,659$2.29M0.6%History
MSIMotorola Solutions, Inc.Stock5,967$2.29M0.6%History
PBHPrestige Consumer Healthcare Inc.COM36,123$2.23M0.6%History
TELTE Connectivity plcStock9,561$2.18M0.5%History
ENREnergizer Holdings, Inc.COM106,575$2.12M0.5%History
OKTAOkta, Inc.CL A24,326$2.10M0.5%History
WECWec Energy Group, Inc.Stock17,806$1.88M0.5%History
PRUPrudential Financial IncStock16,278$1.84M0.5%History
FERGFerguson Enterprises Inc.COMMON STOCK NEW8,091$1.80M0.5%History
OTISOtis Worldwide CorpStock20,551$1.80M0.5%History
DUOLDuolingo, Inc.CL A COM9,818$1.72M0.4%History
CRDOCredo Technology Group Holding LtdStock11,907$1.71M0.4%History
MCOMoodys CorpStock3,256$1.66M0.4%History
GDDYGoDaddy Inc.CL A13,249$1.64M0.4%History
CMICummins IncStock3,170$1.62M0.4%History
HCAHCA Healthcare, Inc.COM3,349$1.56M0.4%History
SWKSSkyworks Solutions, Inc.Stock24,212$1.54M0.4%History
ETNEaton Corp plcStock4,817$1.53M0.4%History
REYNReynolds Consumer Products Inc.COM66,741$1.53M0.4%History
CCLCarnival Corp Ltd.UNIT 99/99/999949,818$1.52M0.4%History
CAGConagra Brands Inc.Stock87,788$1.52M0.4%History
MSMorgan StanleyStock8,559$1.52M0.4%History
ARAntero Resources CorpCOM44,030$1.52M0.4%History
GLOBGlobant S.A.COM22,779$1.49M0.4%History
ACLSAxcelis Technologies IncStock17,765$1.43M0.4%History
PLTRPalantir Technologies Inc.Stock7,929$1.41M0.4%History
CUBECubeSmartREIT37,432$1.35M0.3%History
DDOGDatadog, Inc.CL A COM9,822$1.34M0.3%History
ZBRAZebra Technologies CorpCL A5,242$1.27M0.3%History
PCGPG&E CorpStock78,325$1.26M0.3%History
DELLDell Technologies Inc.Stock9,896$1.25M0.3%History
CTVACorteva, Inc.Stock18,403$1.23M0.3%History
UPSUnited Parcel Service IncStock12,304$1.22M0.3%History
AKAMAkamai Technologies IncCOM13,914$1.21M0.3%History
LVSLas Vegas Sands CorpCOM18,249$1.19M0.3%History
FORMFormfactor IncCOM21,280$1.19M0.3%History
CSXCSX CorpStock32,480$1.18M0.3%History
APTVAptiv PLCStock15,232$1.16M0.3%History
KHCKraft Heinz CoStock46,826$1.14M0.3%History
CPNGCoupang, Inc.CL A47,735$1.13M0.3%History
GFSGLOBALFOUNDRIES Inc.Stock32,200$1.12M0.3%History
CRSCarpenter Technology CorpCOM3,539$1.11M0.3%History
ARMArm Holdings PLCADR10,125$1.11M0.3%History
CALYCallaway Golf CoCOM94,036$1.10M0.3%History
MPWRMonolithic Power Systems, Inc.COM1,205$1.09M0.3%History
CPBCAMPBELL'S CoCOM39,116$1.09M0.3%History
CVXChevron CorpStock7,136$1.09M0.3%History
VIAVViavi Solutions Inc.COM60,605$1.08M0.3%History
PFGCPerformance Food Group CoCOM11,873$1.07M0.3%History
HUNHuntsman CORPCOM106,580$1.07M0.3%History
ICEIntercontinental Exchange, Inc.Stock6,531$1.06M0.3%History
DRSLeonardo DRS, Inc.Stock30,687$1.05M0.3%History
EHCEncompass Health CorpCOM9,770$1.04M0.3%History
AALAmerican Airlines Group Inc.Stock65,901$1.01M0.3%History
CAHCardinal Health IncStock4,835$993.6K0.2%History
IFFInternational Flavors & Fragrances IncCOM14,133$952.4K0.2%History
GMEDGlobus Medical IncStock10,778$941.0K0.2%History
SSentinelOne, Inc.CL A62,682$940.2K0.2%History
CPRTCopart IncCOM23,488$919.6K0.2%History
CACICACI International IncCL A1,723$918.0K0.2%History
KDPKeurig Dr Pepper Inc.COM32,057$897.9K0.2%History
FISVFiserv IncStock12,733$855.3K0.2%History
BALLBALL CorpCOM16,076$851.5K0.2%History
FLUTFlutter Entertainment plcSHS3,955$850.5K0.2%History
ENSEnerSysCOM5,788$849.4K0.2%History
CARRCarrier Global CorpStock16,037$847.4K0.2%History
AONAon plcCL A2,401$847.3K0.2%History
DPZDominos Pizza IncCOM2,009$837.4K0.2%History
WINGWingstop Inc.COM3,448$822.3K0.2%History
TSTenaris SASPONSORED ADS21,106$811.5K0.2%History
SMCISuper Micro Computer, Inc.Stock27,366$801.0K0.2%History
XRAYDentsply Sirona Inc.Stock69,506$794.5K0.2%History
KGCKinross Gold CorpCOM27,994$788.3K0.2%History
TCOMTrip.com Group LtdADS10,903$784.0K0.2%History
VNOVornado Realty TrustSH BEN INT23,486$781.6K0.2%History
JBLJabil IncStock3,386$772.1K0.2%History
URIUnited Rentals, Inc.COM947$766.4K0.2%History
ALGMAllegro Microsystems, Inc.COM28,801$759.8K0.2%History
KKRKKR & Co. Inc.COM5,915$754.0K0.2%History
PAYXPaychex IncStock6,712$753.0K0.2%History
KOCoca Cola CoStock10,768$752.8K0.2%History
CTASCintas CorpStock3,934$739.9K0.2%History
JNJJohnson & JohnsonStock3,561$736.9K0.2%History
COHUCohu IncCOM31,501$733.0K0.2%History
FSLYFastly, Inc.CL A70,822$721.0K0.2%History
AAAlcoa CorpStock13,501$717.4K0.2%History
FLRFluor CorpStock18,052$715.4K0.2%History
MMM3M CoStock4,428$708.9K0.2%History