Baypointe Partners as of Dec. 31, 2025
Portfolio Holdings for Baypointe Partners
Baypointe Partners holds 14 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Costco Wholesale Corporation (COST) | 23.9 | $11M | 13k | 862.34 | |
| Home Depot (HD) | 19.0 | $9.1M | 26k | 344.10 | |
| Rh (RH) | 9.9 | $4.7M | 26k | 179.15 | |
| Hershey Company (HSY) | 8.4 | $4.0M | 22k | 181.98 | |
| Ferrari Nv Ord (RACE) | 6.8 | $3.2M | 8.8k | 369.56 | |
| D.R. Horton (DHI) | 5.3 | $2.5M | 18k | 144.03 | |
| Toll Brothers (TOL) | 5.0 | $2.4M | 18k | 135.22 | |
| Domino's Pizza (DPZ) | 3.8 | $1.8M | 4.4k | 416.82 | |
| AutoNation (AN) | 3.8 | $1.8M | 8.8k | 206.48 | |
| Lennar Corp Cl A (LEN) | 3.8 | $1.8M | 18k | 102.80 | |
| Nike CL B (NKE) | 2.9 | $1.4M | 22k | 63.71 | |
| McDonald's Corporation (MCD) | 2.8 | $1.3M | 4.4k | 305.63 | |
| Whirlpool Corporation (WHR) | 2.7 | $1.3M | 18k | 72.14 | |
| Tractor Supply Company (TSCO) | 1.8 | $878k | 18k | 50.01 |
