Bayforest Capital Ltd

Position in MDU — Mdu Resources Group Inc

CIK 2048423 LONDON, X0

Position in MDU

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$140,113

-$177,581 QoQ

Shares Held

6,606

-63.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#292

of 437 holders

Holding Since

Dec 2024

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Bayforest Capital Ltd holds $735,675 across 6 Utilities - Regulated Gas names. MDU ranks #3 (19.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BKH	Black Hills Corp /Sd/	2,932	$218,140
2	NJR	New Jersey Resources Corp	3,830	$214,633
3	MDU	Mdu Resources Group Inc This page	6,606	$140,113
4	UGI	Ugi Corp /Pa/	2,461	$85,002
5	SR	Spire Inc	727	$56,771
6	ATO	Atmos Energy Corp	122	$21,016

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$140,113	6,606	-63.0%	Shares	Sole	2026-08-05
2025-09-30	$317,694	17,838	-61.9%	Shares	Sole	2025-10-24
2025-06-30	$780,556	46,824	+942.9%	Shares	Sole	2025-07-28
2025-03-31	$75,925	4,490	-2.7%	Shares	Sole	2025-05-19
2024-12-31	$83,180	4,616	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.