13F HOLDINGS REPORT
Baypointe Partners LLC
Quarter ended Q4 2025 · Filed February 2, 2026 · Accession 0001214659-26-001045
Total Value
$47.6M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | COSTCO WHSL CORP NEW | 22160K105 | 13,163 | $11.4M | 23.85% |
| 2 | HOME DEPOT INC | HD | 26,326 | $9.1M | 19.03% |
| 3 | RH | RH | 26,328 | $4.7M | 9.91% |
| 4 | HERSHEY CO | HSY | 21,939 | $4.0M | 8.39% |
| 5 | FERRARI N V | RACE | 8,775 | $3.2M | 6.81% |
| 6 | D R HORTON INC | 23331A109 | 17,552 | $2.5M | 5.31% |
| 7 | TOLL BROTHERS INC | TOL | 17,552 | $2.4M | 4.99% |
| 8 | DOMINOS PIZZA INC | DPZ | 4,388 | $1.8M | 3.84% |
| 9 | AUTONATION INC | AN | 8,776 | $1.8M | 3.81% |
| 10 | LENNAR CORP | LEN-B | 17,550 | $1.8M | 3.79% |
| 11 | NIKE INC | NKE | 21,939 | $1.4M | 2.94% |
| 12 | MCDONALDS CORP | MCD | 4,389 | $1.3M | 2.82% |
| 13 | WHIRLPOOL CORP | WHR-PA | 17,552 | $1.3M | 2.66% |
| 14 | TRACTOR SUPPLY CO | TSCO | 17,552 | $877,776 | 1.84% |