Baypointe Partners LLC
- SEC CIK
- 0002044734
- Latest filing
- Jul 30, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 30, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 20
- +6 vs. Q4 2025
- Portfolio value
- $72.9M
- +$25.3M (+53.1%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| KMBKimberly Clark Corp | Stock | 100,000 | $9.65M | 13.2% | +100,000 | New | History |
| JPMJPMorgan Chase & Co | Stock | 25,000 | $7.35M | 10.1% | +25,000 | New | History |
| RHRH | COM | 50,000 | $6.99M | 9.6% | +23,672+89.9% | Added | History |
| HDHome Depot, Inc. | Stock | 20,000 | $6.58M | 9.0% | −6,326−24.0% | Reduced | History |
| CELHCelsius Holdings, Inc. | COM NEW | 150,000 | $5.32M | 7.3% | +150,000 | New | History |
| LOWLowes Companies Inc | Stock | 20,000 | $4.73M | 6.5% | +20,000 | New | History |
| CLColgate Palmolive Co | Stock | 50,000 | $4.26M | 5.8% | +50,000 | New | History |
| RACEFerrari N.V. | COM | 10,000 | $3.38M | 4.6% | +1,225+14.0% | Added | History |
| ANAutonation, Inc. | COM | 15,000 | $2.93M | 4.0% | +6,224+70.9% | Added | History |
| DHIHorton D R Inc | COM | 20,000 | $2.74M | 3.8% | +2,448+13.9% | Added | History |
| TOLToll Brothers, Inc. | COM | 20,000 | $2.73M | 3.7% | +2,448+13.9% | Added | History |
| WHRWhirlpool Corp | Stock | 50,000 | $2.70M | 3.7% | +32,448+184.9% | Added | History |
| CHWYChewy, Inc. | CL A | 84,000 | $2.27M | 3.1% | +84,000 | New | History |
| UBERUber Technologies, Inc | Stock | 28,000 | $2.01M | 2.8% | +28,000 | New | History |
| DPZDominos Pizza Inc | COM | 5,600 | $2.01M | 2.8% | +1,212+27.6% | Added | History |
| MTHMeritage Homes CORP | COM | 30,000 | $1.86M | 2.5% | +30,000 | New | History |
| MCDMcDonalds Corp | Stock | 5,600 | $1.74M | 2.4% | +1,211+27.6% | Added | History |
| NKENIKE, Inc. | Stock | 28,000 | $1.48M | 2.0% | +6,061+27.6% | Added | History |
| VIKViking Holdings Ltd | ORD SHS | 16,800 | $1.23M | 1.7% | +16,800 | New | History |
| TSCOTractor Supply Co | COM | 20,000 | $906.0K | 1.2% | +2,448+13.9% | Added | History |
Sold out since Q4 2025 (3)
Positions held at the end of Q4 2025 that are gone from this filing.