Baypointe Partners LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 2, 2026), Baypointe Partners LLC reported 14 stock positions worth $47.6 million. Its top holding was Costco Wholesale (COST) at 23.9% of the portfolio, followed by Home Depot (HD, 19.0%) and RH (RH, 9.9%). Compared with Q3 2025, it opened 3 new positions, sold out of 13, added to 1 and reduced 10. The biggest buy was a new position in Costco Wholesale (COST) and the biggest sale an exit from Mastercard Class A (MA).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0002044734
- Portfolio Value
- $47.6M (Q4 2025)
- SEC Filing
- 0001214659-26-001045 ↗ filed Feb 2, 2026
Holdings Value
Holdings 14 stocks · $47.6M
| COST Costco Wholesale Corp. | 23.85% | 13,163 | $11.4M | New |
| HD Home Depot Inc. | 19.03% | 26,326 | $9.1M | Reduce -9.7% |
| RH RH | 9.91% | 26,328 | $4.7M | Reduce -64.9% |
| HSY The Hershey Co. | 8.39% | 21,939 | $4.0M | Reduce -74.9% |
| RACE Ferrari NV | 6.81% | 8,775 | $3.2M | Add +200.8% |
| DHI D.R. Horton Inc. | 5.31% | 17,552 | $2.5M | Reduce -69.9% |
| TOL Toll Brothers Inc. | 4.99% | 17,552 | $2.4M | Reduce -69.9% |
| DPZ Domino's Pizza Inc. | 3.84% | 4,388 | $1.8M | Reduce -74.9% |
| AN Autonation Inc. | 3.81% | 8,776 | $1.8M | New |
| LEN Lennar Corp. Class A | 3.79% | 17,550 | $1.8M | Reduce -41.5% |
| NKE Nike Inc. Class B | 2.94% | 21,939 | $1.4M | Reduce -85.4% |
| MCD McDonald's Corp. | 2.82% | 4,389 | $1.3M | Reduce -85.0% |
| WHR Whirlpool Corp. | 2.66% | 17,552 | $1.3M | New |
| TSCO Tractor Supply Company | 1.84% | 17,552 | $878K | Reduce -85.0% |
Portfolio Sells Q3 2025 → Q4 2025
| MA Mastercard Inc. Class A | Sold out | 0.00% | −7.58 |
| BJ Bj's Wholesale Club Holdings | Sold out | 0.00% | −7.46 |
| V Visa Inc. Class A | Sold out | 0.00% | −7.28 |
| PEP Pepsico Inc. | Sold out | 0.00% | −6.42 |
| BBWI Bath & Body Works Inc. | Sold out | 0.00% | −5.89 |
| TGT Target Corp. | Sold out | 0.00% | −4.10 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −3.65 |
| CPRT Copart Inc. | Sold out | 0.00% | −2.40 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −2.35 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −2.26 |
| GPN Global Payments Inc. | Sold out | 0.00% | −2.21 |
| NKE Nike Inc. Class B | Reduce -85.4% | 2.94% | −1.84 |
| MTH Meritage Homes Corp. | Sold out | 0.00% | −1.54 |
| MCD McDonald's Corp. | Reduce -85.0% | 2.82% | −1.23 |
| TSCO Tractor Supply Company | Reduce -85.0% | 1.84% | −1.19 |
| ONON On Holding AG Class A | Sold out | 0.00% | −1.13 |
| DPZ Domino's Pizza Inc. | Reduce -74.9% | 3.84% | +0.39 |
| DHI D.R. Horton Inc. | Reduce -69.9% | 5.31% | +0.79 |
| HSY The Hershey Co. | Reduce -74.9% | 8.39% | +0.91 |
| TOL Toll Brothers Inc. | Reduce -69.9% | 4.99% | +1.30 |
| LEN Lennar Corp. Class A | Reduce -41.5% | 3.79% | +2.06 |
| RH RH | Reduce -64.9% | 9.91% | +2.95 |
| HD Home Depot Inc. | Reduce -9.7% | 19.03% | +13.63 |