Investor
Baypointe Partners LLC
CIK 0002044734 · filed 2026-04-30 · SEC filing
13F book
$72.9M
Positions
20
9 new · 3 sold
Largest name
13.2%
Kimberly Clark Corp · KMB
Est. mark
−$2.68M
Price effect on 11 names still held. Flow $28M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Kimberly Clark Corp | KMB | 100K | $9.65M | 13.2% | — | New |
| Jpmorgan Chase & Co. | — | 25K | $7.35M | 10.1% | — | New |
| RH | RH | 50K | $6.99M | 9.6% | −$1.04M | Added$2.27M |
| Home Depot, Inc. | HD | 20K | $6.58M | 9.0% | −$304.2K | Cut−$2.48M |
| Celsius Hldgs Inc | — | 150K | $5.32M | 7.3% | — | New |
| Lowes Cos Inc | — | 20K | $4.73M | 6.5% | — | New |
| Colgate Palmolive Co | CL | 50K | $4.26M | 5.8% | — | New |
| Ferrari N.V. | RACE | 10K | $3.38M | 4.6% | −$273K | Added$141.6K |
| Autonation, Inc. | AN | 15K | $2.93M | 4.0% | −$98.5K | Added$1.12M |
| D R Horton Inc | — | 20K | $2.74M | 3.8% | −$119.5K | Added$216.4K |
| Toll Brothers, Inc. | TOL | 20K | $2.73M | 3.7% | $21.9K | Added$356K |
| Whirlpool Corp | — | 50K | $2.7M | 3.7% | −$319.8K | Added$1.43M |
| Chewy, Inc. | CHWY | 84K | $2.27M | 3.1% | — | New |
| Uber Technologies, Inc | UBER | 28K | $2.01M | 2.8% | — | New |
| Dominos Pizza Inc | DPZ | 5.6K | $2.01M | 2.8% | −$254.6K | Added$180.2K |
| Meritage Homes Corp | MTH | 30K | $1.86M | 2.5% | — | New |
| Mcdonalds Corp | MCD | 5.6K | $1.74M | 2.4% | $22.6K | Added$399K |
| NIKE, Inc. | NKE | 28K | $1.48M | 2.0% | −$238.9K | Added$81.2K |
| Viking Holdings Ltd | VIK | 16.8K | $1.23M | 1.7% | — | New |
| Tractor Supply Co | — | 20K | $906K | 1.2% | −$82.7K | Added$28.2K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.