13F filer · graded

Bay Rivers Group

#30 of 159

rank in today's book

82th

percentile

65.4%

niche skew

7

names held

Recent disclosed buys

Early or late at disclosure, and where each name sits today.

INTC2026-07-09Crowded at buyFading now−41.6%
LITE2026-07-09Crowded at buyConsensus now+7%
GLW2026-07-09— at buyFading now
•••2026-07-09— at buyEmerging now
WDC2026-07-09— at buyConsensus now
COHR2026-04-13— at buyFading now
STX2026-01-07— at buyFading now

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As of 2026-10-30. From mandatory 13F disclosures. Filings lag reality by up to 45 days. Evidence, not advice.

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