Q2 2026 13F · SEC CIK 1725690

Bridgefront Capital, LLC

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $379.5M
Reported positions: 486
Top holdings a year, 3 yrs: +14.0%
Assets under management: $488.5M

Bridgefront Capital, LLC is a hedge fund that reported 486 positions worth $379.5M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Colgate Palmolive Co (CL, 1.5%), Kimberly-Clark Corp (KMB, 1.3%), Tyson Foods Inc (TSN, 1.3%). A portfolio copying its top holdings returned 14.0% a year over the last 3 years, against 22.3% for the S&P 500.

Bridgefront Capital, LLC holdings largest 50 of 486 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Bridgefront Capital, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
CLColgate Palmolive Co	1.5%	—	60,327	—	$5.5M
KMBKimberly-Clark Corp	1.3%	0.9%	44,815	+25.9%	$4.9M
TSNTyson Foods Inc	1.3%	—	85,126	—	$4.9M
STZConstellation Brands Inc	1.1%	0.9%	30,750	+32.5%	$4.3M
ELLauder Estee Cos Inc	1.0%	—	50,230	—	$4.0M
KOCoca Cola Co	1.0%	—	48,186	—	$3.9M
TAPMolson Coors Beverage Co	1.0%	0.5%	92,933	+105.9%	$3.6M
AMTAmerican Tower Corp	0.9%	0.5%	19,875	+84.2%	$3.3M
ADCAgree Rlty Corp	0.8%	0.7%	41,513	+14.2%	$3.1M
WFCWells Fargo & Co	0.8%	—	37,577	—	$3.1M
TTTrane Technologies PLC	0.8%	0.6%	6,110	+7.7%	$3.0M
OXYOccidental Pete Corp	0.7%	—	58,505	—	$2.8M
HALHalliburton Co	0.7%	—	81,533	—	$2.8M
CCitigroup Inc	0.7%	0.5%	18,688	+1.3%	$2.6M
SPBSpectrum Brands Holdings Inc	0.7%	—	30,404	—	$2.6M
ISRGIntuitive Surgical Inc	0.7%	0.7%	6,497	+13.5%	$2.6M
EPCEdgewell Personal Care Co	0.6%	—	89,367	—	$2.4M
LRCXLam Research Corp	0.6%	—	5,513	—	$2.4M
STXSeagate Technology Hldngs Pl	0.6%	—	2,452	—	$2.4M
KKRKkr & Co Inc	0.6%	—	25,680	—	$2.4M
IDAIdacorp Inc	0.6%	0.5%	15,377	+8.5%	$2.3M
GISGeneral Mills Inc	0.6%	—	65,543	—	$2.3M
CMECme Group Inc	0.6%	—	10,204	—	$2.3M
CBRECbre Group Inc	0.6%	0.7%	16,470	-16.6%	$2.2M
MMM3m Co	0.6%	—	13,324	—	$2.2M
LMTLockheed Martin Corp	0.6%	0.7%	4,224	-3.3%	$2.2M
VVisa Inc	0.6%	—	6,234	—	$2.1M
PHParker-Hannifin Corp	0.5%	0.7%	2,067	-29.9%	$2.0M
JNJJohnson & Johnson	0.5%	—	7,888	—	$2.0M
ORLYOreilly Automotive Inc	0.5%	—	21,675	—	$2.0M
GDDYGodaddy Inc	0.5%	—	23,191	—	$2.0M
MDLZMondelez International	0.5%	—	33,755	—	$2.0M
GILDGilead Sciences Inc	0.5%	—	15,448	—	$2.0M
JPMJpmorgan Chase & Co	0.5%	—	5,885	—	$1.9M
NVTNvent Elec PLC	0.5%	—	11,336	—	$1.9M
ACIAlbertsons Cos Inc	0.5%	—	141,552	—	$1.9M
SSNCSs&c Tech Hldgs	0.5%	—	30,228	—	$1.9M
AMZNAmazon Com Inc	0.5%	—	7,830	—	$1.9M
SJWH2o America	0.5%	—	30,464	—	$1.9M
EPREpr Pptys	0.5%	—	31,590	—	$1.8M
CLHClean Harbors Inc	0.5%	—	6,091	—	$1.8M
EAElectronic Arts Inc	0.5%	—	8,770	—	$1.8M
NOCNorthrop Grumman Corp	0.5%	—	3,530	—	$1.8M
INSMInsmed Inc	0.5%	—	16,808	—	$1.8M
NWSNews Corp New	0.5%	—	63,159	—	$1.8M
APHAmphenol Corp	0.5%	0.5%	9,984	-40.5%	$1.8M
SPOTSpotify Technology SA	0.5%	—	3,800	—	$1.7M
PCORProcore Technologies Inc	0.5%	—	42,405	—	$1.7M
BLKBlackrock Inc	0.5%	—	1,789	—	$1.7M
PEAKHealthpeak Properties Inc	0.4%	—	78,779	—	$1.7M

What Bridgefront Capital, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +6.5% /yr; S&P 500 +11.7%
3 years: +14.0% /yr; S&P 500 +22.3%
5 years: +4.3% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$379.5M	486
Q1 2026	$402.3M	503
Q4 2025	$397.8M	492
Q3 2025	$339.9M	561
Q2 2025	$377.3M	578
Q1 2025	$346.2M	590
Q4 2024	$296.6M	550
Q3 2024	$259.4M	501
Q2 2024	$239.8M	465
Q1 2024	$131.6M	355
Q4 2023	$132.5M	347
Q3 2023	$142.7M	369

Questions about Bridgefront Capital, LLC's portfolio

What stocks does Bridgefront Capital, LLC own?

Bridgefront Capital, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 486 positions worth $379.5M. The largest are Colgate Palmolive Co (CL) at 1.5%, Kimberly-Clark Corp (KMB) at 1.3%, Tyson Foods Inc (TSN) at 1.3%, Constellation Brands Inc (STZ) at 1.1% and Lauder Estee Cos Inc (EL) at 1.0%.

What did Bridgefront Capital, LLC buy last quarter?

In Q2 2026, Bridgefront Capital, LLC added Molson Coors Beverage Co (TAP) (+105.9% shares), American Tower Corp (AMT) (+84.2% shares) and Constellation Brands Inc (STZ) (+32.5% shares), compared with its Q1 2026 filing.

What did Bridgefront Capital, LLC sell last quarter?

In Q2 2026, Bridgefront Capital, LLC cut from its top 50 Take-Two Interactive Softwar (TTWO), cut from its top 50 Tpg Inc (TPG), cut from its top 50 Broadcom Inc (AVGO), cut from its top 50 Ovintiv Inc Com (OVV), cut from its top 50 Clorox Company (CLX), Amphenol Corp (APH) (-40.5% shares), Parker-Hannifin Corp (PH) (-29.9% shares) and Cbre Group Inc (CBRE) (-16.6% shares), compared with its Q1 2026 filing.

How has Bridgefront Capital, LLC's portfolio performed?

A portfolio copying Bridgefront Capital, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.0% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +6.5% against +11.7%. Over 5 years: +4.3% a year against +10.6%.

When is Bridgefront Capital, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Bridgefront Capital, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Bridgefront Capital, LLC manage?

Bridgefront Capital, LLC reported $488.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $379.5M.