Baypointe Partners as of March 31, 2026
Portfolio Holdings for Baypointe Partners
Baypointe Partners holds 20 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kimberly-Clark Corporation (KMB) | 13.2 | $9.6M | 100k | 96.47 | |
| JPMorgan Chase & Co. (JPM) | 10.1 | $7.4M | 25k | 294.16 | |
| Rh (RH) | 9.6 | $7.0M | 50k | 139.82 | |
| Home Depot (HD) | 9.0 | $6.6M | 20k | 328.89 | |
| Celsius Hldgs Com New (CELH) | 7.3 | $5.3M | 150k | 35.48 | |
| Lowe's Companies (LOW) | 6.5 | $4.7M | 20k | 236.28 | |
| Colgate-Palmolive Company (CL) | 5.8 | $4.3M | 50k | 85.23 | |
| Ferrari Nv Ord (RACE) | 4.6 | $3.4M | 10k | 338.45 | |
| AutoNation (AN) | 4.0 | $2.9M | 15k | 195.26 | |
| D.R. Horton (DHI) | 3.8 | $2.7M | 20k | 137.22 | |
| Toll Brothers (TOL) | 3.7 | $2.7M | 20k | 136.47 | |
| Whirlpool Corporation (WHR) | 3.7 | $2.7M | 50k | 53.92 | |
| Chewy Cl A (CHWY) | 3.1 | $2.3M | 84k | 27.00 | |
| Uber Technologies (UBER) | 2.8 | $2.0M | 28k | 71.93 | |
| Domino's Pizza (DPZ) | 2.8 | $2.0M | 5.6k | 358.79 | |
| Meritage Homes Corporation (MTH) | 2.5 | $1.9M | 30k | 61.84 | |
| McDonald's Corporation (MCD) | 2.4 | $1.7M | 5.6k | 310.79 | |
| Nike CL B (NKE) | 2.0 | $1.5M | 28k | 52.82 | |
| Viking Holdings Ord Shs (VIK) | 1.7 | $1.2M | 17k | 73.48 | |
| Tractor Supply Company (TSCO) | 1.2 | $906k | 20k | 45.30 |
