Position in VAC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$70,908
New position
Shares Held
696
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#234
of 369 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Resorts & Casinos
Consumer Cyclical · as of Jun 30, 2026Bayforest Capital Ltd holds $960,502 across 8 Resorts & Casinos names. VAC ranks #7 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MGM |
MGM Resorts International
|
5,244 | $250,715 | |
| 2 | PENN |
PENN Entertainment, Inc.
|
8,376 | $178,911 | |
| 3 | CZR |
Caesars Entertainment, Inc.
|
4,970 | $149,994 | |
| 4 | LVS |
Las Vegas Sands Corp
|
2,520 | $116,398 | |
| 5 | MTN |
Vail Resorts Inc
|
666 | $90,675 | |
| 6 | HGV |
Hilton Grand Vacations Inc.
|
1,627 | $85,205 | |
| 7 | VAC |
MARRIOTT VACATIONS WORLDWIDE Corp
This page
|
696 | $70,908 | |
| 8 | RRR |
Red Rock Resorts, Inc.
|
272 | $17,696 |
All Filings in VAC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,908 | 696 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||