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Bay Grove Capital, LLC
Kevin Marchetti · Private Equity · Buyout
Bay Grove Capital, LLC is a San Francisco-based private equity firm founded in 2007 that focuses on partnering with management teams to build platform companies. The firm is most notable for its role in the founding and massive expansion of Lineage, which has become the world's largest temperature-controlled warehousing and logistics provider. Bay Grove utilizes an owner-operator approach, often targeting long-term investments in industries such as logistics, business services, and consumer products. By prioritizing permanent capital and deep domain expertise, the firm aims to create sustainable value through strategic acquisitions and operational excellence.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -5.5% |
| YTD return | +5.2% |
| Sharpe ratio | -0.29 |
| Win rate | 0% |
| AUM | $0.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.bay-grove.com/ |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| LINE | Lineage, Inc. Common Stock | 100.0% | -5.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Oct 1, 2025 | BUY | LINE | 0.0% → 100.0% |
Investment Style Analysis
Bay Grove Capital, LLC is widely recognized for employing a Buyout strategy. As of Sep 18, 2026, the firm oversees approximately $0.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the REIT - Industrial sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Oct 1, Bay Grove Capital, LLC made a significant move by increasing exposure to LINE. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Bay Grove's investment philosophy is defined by a commitment to building businesses that can be owned and grown over long time horizons. Unlike traditional private equity firms with short-term exit mandates, Bay Grove emphasizes an owner-operator model and often focuses on one major platform at a time to ensure maximum operational impact. Their strategy involves empowering entrepreneurial cultures, providing powerful incentives for management, and making decisions with a truly long-term outlook. They seek to modernize industries by implementing best-in-class technologies and fostering a cohesive team environment aimed at compounding value indefinitely.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Bay Grove Capital, LLC.
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Frequently asked questions
How is the simulated portfolio for Bay Grove Capital, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Bay Grove Capital, LLC's largest holding?
As of the latest filing, Bay Grove Capital, LLC's top position is Lineage, Inc. Common Stock (LINE), representing 100.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Bay Grove Capital, LLC's historical performance and risk profile?
Our simulation indicates a total return of -5.5%. Notably, the portfolio maintains a Sharpe Ratio of -0.29, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Bay Grove Capital, LLC primarily invest in?
Bay Grove Capital, LLC has a strong preference for the REIT - Industrial sector, which makes up 100.0% of their disclosed assets. The portfolio also has exposure to other industries, indicating a specific thematic focus.
Is Bay Grove Capital, LLC's portfolio concentrated or diversified?
Bay Grove Capital, LLC runs a highly concentrated portfolio with 1 disclosed positions. The top 3 holdings alone account for 100.0% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Bay Grove Capital, LLC performed in 2026?
Our AI-simulated model portfolio for Bay Grove Capital, LLC tracks a Year-to-Date (YTD) return of +5.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Kevin Marchetti manage Bay Grove Capital, LLC directly?
Yes, Kevin Marchetti serves as the key portfolio manager for Bay Grove Capital, LLC, overseeing the investment strategy and final capital allocation decisions.