SEC Form 13F · Q2 2026

BDFS Capital LLC

Institutional Holdings Report

13F-HRDE
$230.0M
Portfolio Value
116
Holdings
Q2 2026
Reporting Period
Get LP Contact Details

Filing Details

Manager
BDFS Capital LLC
CIK
2112636
Accession No.
0002085853-26-000734
Location
REHOBOTH BEACH, DE
Form Type
13F-HR
Portfolio Value
$230.0M
Holdings Reported
116
Reporting Period
Q2 2026
Filed
July 15, 2026

About this Filing

BDFS Capital LLC is an institutional investment manager based in REHOBOTH BEACH, DE reporting approximately $230.0M in 13(f) securities across 116 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.