Bayforest Capital Ltd

Position in TWO-PC — Two Harbors Investment Corp.

CIK 2048423 LONDON, X0

Position in TWO-PC

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

Position Value

$72,064

New position

Shares Held

5,807

first reported quarter

Ownership

0.006%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#151

of 228 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Bayforest Capital Ltd holds $547,807 across 5 REIT - Mortgage names. TWO-PC ranks #4 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABR	Arbor Realty Trust Inc	49,668	$269,200
2	STWD	Starwood Property Trust, Inc.	7,832	$128,288
3	ORC	Orchid Island Capital, Inc.	10,588	$73,798
4	TWO-PC	Two Harbors Investment Corp. This page	5,807	$72,064
5	BXMT	Blackstone Mortgage Trust, Inc.	263	$4,457

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$72,064	5,807	—	Shares	Sole	2026-08-05
No filing history on record for this holder in this stock.