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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
SCHWSchwab Charles CorpStock12,268$1.15M0.3%+3,854+45.8%AddedHistory
ALVAutoliv IncCOM10,876$1.14M0.3%+10,876NewHistory
SLMSLM CorpCOM53,077$1.14M0.3%+53,077NewHistory
NVSNovartis AGADR7,404$1.13M0.3%+7,404NewHistory
PYPLPayPal Holdings, Inc.Stock24,735$1.12M0.3%+4,748+23.8%AddedHistory
BILLBILL Holdings, Inc.Stock29,187$1.12M0.3%+29,187NewHistory
CLFCleveland-Cliffs Inc.COM132,230$1.12M0.3%+132,230NewHistory
SSNCSS&C Technologies Holdings IncCOM16,453$1.11M0.3%+16,453NewHistory
OUTOUTFRONT Media Inc.REIT41,870$1.11M0.3%+41,870NewHistory
TERTeradyne, IncStock3,738$1.11M0.3%−6,138−62.2%ReducedHistory
BIIBBiogen Inc.COM6,010$1.10M0.3%+6,010NewHistory
AVTAvnet IncCOM17,762$1.09M0.3%−22,114−55.5%ReducedHistory
FDXFedEx CorpStock3,064$1.09M0.3%+1,476+92.9%AddedHistory
DARDarling Ingredients Inc.COM17,580$1.09M0.3%+17,580NewHistory
RYTMRhythm Pharmaceuticals, Inc.COM12,495$1.09M0.3%+12,495NewHistory
RLRalph Lauren CorpCL A3,155$1.09M0.3%−2,095−39.9%ReducedHistory
WFCWells Fargo & CompanyStock13,527$1.08M0.3%+13,527NewHistory
TEAMAtlassian CorpCL A15,699$1.07M0.3%+10,040+177.4%AddedHistory
LRNStride, Inc.COM11,935$1.05M0.3%+11,935NewHistory
AMGAffiliated Managers Group, Inc.Stock3,760$1.04M0.3%+3,760NewHistory
SNDKSandisk CorpCOM1,620$1.03M0.3%+1,620NewHistory
DHRDanaher CorpStock5,407$1.03M0.3%+2,561+90.0%AddedHistory
FIXComfort Systems USA IncCOM738$1.02M0.3%+738NewHistory
ACIAlbertsons Companies, Inc.COMMON STOCK59,030$1.01M0.3%+59,030NewHistory
NEMNEWMONT CorpStock9,247$1.00M0.2%+9,247NewHistory
DVDoubleVerify Holdings, Inc.COM105,263$1.00M0.2%+105,263NewHistory
AOSSmith A O CorpCOM15,119$996.9K0.2%+15,119NewHistory
NVTnVent Electric plcSHS8,360$988.8K0.2%+4,327+107.3%AddedHistory
ORCLOracle CorpStock6,692$984.5K0.2%+6,692NewHistory
CGONCG Oncology, Inc.COM14,401$974.7K0.2%+14,401NewHistory
XPOXPO, Inc.COM5,006$973.9K0.2%−1,338−21.1%ReducedHistory
CPAYCorpay, Inc.COM SHS3,344$973.1K0.2%+3,344NewHistory
BROSDutch Bros Inc.CL A18,836$954.2K0.2%+9,574+103.4%AddedHistory
TSNTyson Foods, Inc.Stock14,883$953.6K0.2%+14,883NewHistory
SMGScotts Miracle-Gro CoStock15,602$948.8K0.2%+15,602NewHistory
SAICScience Applications International CorpCOM9,968$946.2K0.2%+9,968NewHistory
AMDAdvanced Micro Devices IncStock4,612$938.2K0.2%+3,340+262.6%AddedHistory
UALUnited Airlines Holdings, Inc.COM10,179$937.2K0.2%+3,047+42.7%AddedHistory
KDKyndryl Holdings, Inc.Stock69,734$914.9K0.2%+50,327+259.3%AddedHistory
DISWalt Disney CoStock9,489$914.5K0.2%+9,489NewHistory
OWLBlue Owl Capital Inc.COM CL A99,280$906.4K0.2%+99,280NewHistory
AMHAmerican Homes 4 RentCL A32,440$905.7K0.2%+32,440NewHistory
GPKGraphic Packaging Holding CoCOM91,021$904.7K0.2%+59,644+190.1%AddedHistory
CSLCarlisle Companies IncCOM2,700$900.8K0.2%+2,700NewHistory
HLTHilton Worldwide Holdings Inc.COM2,952$897.6K0.2%−1,179−28.5%ReducedHistory
UNHUnitedHealth Group IncStock3,309$895.4K0.2%−1,172−26.2%ReducedHistory
EPAMEPAM Systems, Inc.COM6,446$872.8K0.2%+5,262+444.4%AddedHistory
EPRTEssential Properties Realty Trust, Inc.COM28,686$870.9K0.2%−5,912−17.1%ReducedHistory
GOOGAlphabet Inc.Stock3,010$863.4K0.2%−2,342−43.8%ReducedHistory
HASHasbro, Inc.COM9,100$851.8K0.2%+1,788+24.5%AddedHistory
AYIAcuity Inc. (DE)Stock3,003$841.5K0.2%+347+13.1%AddedHistory
CSGSCSG Systems International IncCOM10,470$837.0K0.2%+10,470NewHistory
CTSHCognizant Technology Solutions CorpCL A13,621$835.6K0.2%+13,621NewHistory
FLOFlowers Foods IncCOM102,475$835.2K0.2%+102,475NewHistory
SHWSherwin Williams CoCOM2,604$834.7K0.2%−5,208−66.7%ReducedHistory
DVADavita Inc.COM5,381$827.0K0.2%+5,381NewHistory
WMSAdvanced Drainage Systems, Inc.COM5,997$822.4K0.2%−1,683−21.9%ReducedHistory
MODModine Manufacturing CoCOM3,782$819.6K0.2%+3,782NewHistory
WYWeyerhaeuser CoCOM NEW33,486$818.1K0.2%+33,486NewHistory
BEAMBeam Therapeutics Inc.COM34,018$810.6K0.2%+34,018NewHistory
HAEHaemonetics CorpCOM14,363$809.5K0.2%+4,133+40.4%AddedHistory
FTVFortive CorpStock14,632$808.9K0.2%+14,632NewHistory
SNSharkNinja, Inc.COM SHS7,616$806.5K0.2%+4,815+171.9%AddedHistory
CVSCVS Health CorpStock11,229$806.5K0.2%−6,842−37.9%ReducedHistory
SEISolaris Energy Infrastructure, Inc.COM CL A14,263$806.0K0.2%−5,870−29.2%ReducedHistory
WSTWest Pharmaceutical Services IncCOM3,196$801.0K0.2%−6,152−65.8%ReducedHistory
SYKStryker CorpStock2,435$800.1K0.2%+2,435NewHistory
ADMAAdma Biologics, Inc.COM88,318$795.7K0.2%+67,919+333.0%AddedHistory
LNTAlliant Energy CorpStock11,069$794.3K0.2%+11,069NewHistory
PTENPatterson Uti Energy IncCOM72,689$787.2K0.2%+72,689NewHistory
GTLBGitlab Inc.CLASS A COM36,204$783.5K0.2%+26,770+283.8%AddedHistory
ENSGEnsign Group, IncCOM3,888$783.4K0.2%+3,888NewHistory
SHOPShopify Inc.Stock6,601$783.0K0.2%+3,568+117.6%AddedHistory
HUBSHubSpot IncCOM3,202$781.6K0.2%+3,202NewHistory
DOCSDoximity, Inc.CL A33,529$781.2K0.2%+2,509+8.1%AddedHistory
PDDPDD Holdings Inc.SPONSORED ADS7,613$777.9K0.2%+7,613NewHistory
WWDWoodward, Inc.COM2,163$774.2K0.2%+2,163NewHistory
DKSDick's Sporting Goods, Inc.Stock3,893$771.9K0.2%+3,893NewHistory
NRGNRG Energy, Inc.Stock5,281$771.8K0.2%+5,281NewHistory
SJMJ M SMUCKER CoStock7,998$771.3K0.2%+7,998NewHistory
CMCSAComcast CorpStock26,845$770.7K0.2%−39,640−59.6%ReducedHistory
DGIIDigi International IncCOM15,972$769.9K0.2%+15,972NewHistory
IOTSamsara Inc.Stock24,037$761.7K0.2%+24,037NewHistory
SFDSmithfield Foods IncCOM27,137$759.0K0.2%+27,137NewHistory
RAREUltragenyx Pharmaceutical Inc.COM35,135$736.1K0.2%+35,135NewHistory
SNAPSnap IncStock159,641$734.3K0.2%+123,218+338.3%AddedHistory
MTArcelorMittalNY REGISTRY SH14,098$732.8K0.2%+14,098NewHistory
RVMDRevolution Medicines, Inc.COM7,515$730.8K0.2%−8,041−51.7%ReducedHistory
FLSFlowserve CorpCOM9,908$728.3K0.2%−289−2.8%ReducedHistory
SNDXSyndax Pharmaceuticals IncCOM31,101$726.5K0.2%+11,349+57.5%AddedHistory
AAgilent Technologies, Inc.COM6,308$719.0K0.2%−17,703−73.7%ReducedHistory
FMCFMC CorpCOM NEW41,741$718.8K0.2%−53,805−56.3%ReducedHistory
DEODiageo PLCSPON ADR NEW9,647$718.2K0.2%+9,647NewHistory
VIRTVirtu Financial, Inc.CL A16,177$711.5K0.2%+2,818+21.1%AddedHistory
NVAXNovavax IncCOM NEW86,918$707.5K0.2%+86,918NewHistory
WEXWEX Inc.COM4,623$707.5K0.2%+2,589+127.3%AddedHistory
GWREGuidewire Software, Inc.COM4,720$705.9K0.2%+4,720NewHistory
KGSKodiak Gas Services, Inc.COM11,890$693.4K0.2%+11,890NewHistory
AESAES CorpStock49,086$691.6K0.2%−45,907−48.3%ReducedHistory
AWIArmstrong World Industries IncCOM4,194$691.2K0.2%−342−7.5%ReducedHistory

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