Bayforest Capital Ltd

Position in UGI — Ugi Corp /Pa/

CIK 2048423 LONDON, X0

Position in UGI

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

Position Value

$85,002

+$67,266 QoQ

Shares Held

2,461

+405.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#452

of 616 holders

Holding Since

Mar 2025

6 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. UGI ranks #4 (11.6% 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	6,606	$140,113
4	UGI	Ugi Corp /Pa/ This page	2,461	$85,002
5	SR	Spire Inc	727	$56,771
6	ATO	Atmos Energy Corp	122	$21,016

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$85,002	2,461	+405.3%	Shares	Sole	2026-08-05
2026-03-31	$17,736	487	-34.9%	Shares	Sole	2026-04-15
2025-12-31	$27,997	748	-95.3%	Shares	Sole	2026-01-27
2025-09-30	$524,177	15,760	-61.0%	Shares	Sole	2025-10-24
2025-06-30	$1,471,841	40,413	+134.1%	Shares	Sole	2025-07-28
2025-03-31	$570,854	17,262	—	Shares	Sole	2025-05-19
No filing history on record for this holder in this stock.