Baypointe Partners LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 30, 2026), Baypointe Partners LLC reported 20 stock positions worth $72.9 million. Its top holding was Kimberly-Clark (KMB) at 13.2% of the portfolio, followed by JPMorgan Chase (JPM, 10.1%) and RH (RH, 9.6%). Compared with Q4 2025, it opened 9 new positions, sold out of 3, added to 10 and reduced 1. The biggest buy was a new position in Kimberly-Clark (KMB) and the biggest sale an exit from Costco Wholesale (COST).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0002044734
- Portfolio Value
- $72.9M (Q1 2026)
- SEC Filing
- 0001214659-26-005323 ↗ filed Apr 30, 2026
Holdings Value
Holdings 20 stocks · $72.9M
| KMB Kimberly-Clark Corp. | 13.24% | 100,000 | $9.6M | New |
| JPM JPMorgan Chase & Co. | 10.09% | 25,000 | $7.4M | New |
| RH RH | 9.59% | 50,000 | $7.0M | Add +89.9% |
| HD Home Depot Inc. | 9.03% | 20,000 | $6.6M | Reduce -24.0% |
| CELH Celsius Holdings Inc. | 7.30% | 150,000 | $5.3M | New |
| LOW Lowe's Cos Inc. | 6.49% | 20,000 | $4.7M | New |
| CL Colgate-Palmolive Co. | 5.85% | 50,000 | $4.3M | New |
| RACE Ferrari NV | 4.64% | 10,000 | $3.4M | Add +14.0% |
| AN Autonation Inc. | 4.02% | 15,000 | $2.9M | Add +70.9% |
| DHI D.R. Horton Inc. | 3.77% | 20,000 | $2.7M | Add +13.9% |
| TOL Toll Brothers Inc. | 3.75% | 20,000 | $2.7M | Add +13.9% |
| WHR Whirlpool Corp. | 3.70% | 50,000 | $2.7M | Add +184.9% |
| CHWY Chewy Inc. Class A | 3.11% | 84,000 | $2.3M | New |
| UBER Uber Technologies Inc. | 2.76% | 28,000 | $2.0M | New |
| DPZ Domino's Pizza Inc. | 2.76% | 5,600 | $2.0M | Add +27.6% |
| MTH Meritage Homes Corp. | 2.55% | 30,000 | $1.9M | New |
| MCD McDonald's Corp. | 2.39% | 5,600 | $1.7M | Add +27.6% |
| NKE Nike Inc. Class B | 2.03% | 28,000 | $1.5M | Add +27.6% |
| VIK Viking Holdings Ltd. | 1.69% | 16,800 | $1.2M | New |
| TSCO Tractor Supply Company | 1.24% | 20,000 | $906K | Add +13.9% |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| KMB Kimberly-Clark Corp. | New | 13.24% | +13.24 |
| JPM JPMorgan Chase & Co. | New | 10.09% | +10.09 |
| CELH Celsius Holdings Inc. | New | 7.30% | +7.30 |
| LOW Lowe's Cos Inc. | New | 6.49% | +6.49 |
| CL Colgate-Palmolive Co. | New | 5.85% | +5.85 |
| CHWY Chewy Inc. Class A | New | 3.11% | +3.11 |
| UBER Uber Technologies Inc. | New | 2.76% | +2.76 |
| MTH Meritage Homes Corp. | New | 2.55% | +2.55 |
| VIK Viking Holdings Ltd. | New | 1.69% | +1.69 |
| WHR Whirlpool Corp. | Add +184.9% | 3.70% | +1.04 |
| AN Autonation Inc. | Add +70.9% | 4.02% | +0.21 |
| RH RH | Add +89.9% | 9.59% | −0.32 |
| MCD McDonald's Corp. | Add +27.6% | 2.39% | −0.43 |
| TSCO Tractor Supply Company | Add +13.9% | 1.24% | −0.60 |
| NKE Nike Inc. Class B | Add +27.6% | 2.03% | −0.91 |
| DPZ Domino's Pizza Inc. | Add +27.6% | 2.76% | −1.09 |
| TOL Toll Brothers Inc. | Add +13.9% | 3.75% | −1.24 |
| DHI D.R. Horton Inc. | Add +13.9% | 3.77% | −1.55 |
| RACE Ferrari NV | Add +14.0% | 4.64% | −2.17 |