SEC Form 13F · Q1 2026

BDFS Capital LLC

Institutional Holdings Report

13F-HRDE
$207.8M
Portfolio Value
137
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
BDFS Capital LLC
CIK
2112636
Accession No.
0002085853-26-000388
Location
REHOBOTH BEACH, DE
Form Type
13F-HR
Portfolio Value
$207.8M
Holdings Reported
137
Reporting Period
Q1 2026
Filed
April 16, 2026

About this Filing

BDFS Capital LLC is an institutional investment manager based in REHOBOTH BEACH, DE reporting approximately $207.8M in 13(f) securities across 137 positions as of Q1 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.