The Analysis of Baypointe Partners LLC's Holdings

Currently, Baypointe Partners LLC holds 24 types of securities in its portfolio with a total value $218.8M. In the most recent quarter, they have increased their positions in HSY (+87.5K shares, valued at $16.4M), BJ (+135.0K shares, valued at $12.6M), PEP (+87.5K shares, valued at $12.3M); initiated new positions in HSY (+87.5K shares, valued at $16.4M), LEN (+30.0K shares, valued at $3.8M), RACE (+2.9K shares, valued at $1.4M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MA MASTERCARD INCORPORATED29.2K shares94.45%2025-09-302025-11-13

HSY HERSHEY CO87.5K sharesnew addition2025-09-302025-11-13

BJ BJS WHSL CLUB HLDGS INC175.0K shares337.50%2025-09-302025-11-13

V VISA INC COM46.7K shares133.34%2025-09-302025-11-13

RH RH75.0K shares400.00%2025-09-302025-11-13

PEP PEPSICO INC100.0K shares700.00%2025-09-302025-11-13

BBWI BATH & BODY WORKS INC500.0K shares900.00%2025-09-302025-11-13

HD HOME DEPOT INC29.2K shares45.84%2025-09-302025-11-13

Sponsored

NKE NIKE INC150.0K shares900.00%2025-09-302025-11-13

DHI D R HORTON INC58.3K shares288.89%2025-09-302025-11-13

TGT TARGET CORP100.0K shares700.00%2025-09-302025-11-13

MCD MCDONALDS CORP29.2K shares45.84%2025-09-302025-11-13

TOL TOLL BROTHERS INC58.3K shares288.89%2025-09-302025-11-13

CL COLGATE PALMOLIVE CO100.0K shares700.00%2025-09-302025-11-13

DPZ DOMINOS PIZZA INC17.5K shares75.00%2025-09-302025-11-13

TSCO TRACTOR SUPPLY CO116.7K shares133.33%2025-09-302025-11-13

Sponsored

CPRT COPART INC116.7K shares16.67%2025-09-302025-11-13

EL LAUDER ESTEE COS INC58.3K shares133.34%2025-09-302025-11-13

SBUX STARBUCKS CORP58.3K shares133.34%2025-09-302025-11-13

GPN GLOBAL PMTS INC58.3K shares133.34%2025-09-302025-11-13

LEN LENNAR CORP30.0K sharesnew addition2025-09-302025-11-13

MTH MERITAGE HOMES CORP46.7K shares366.67%2025-09-302025-11-13

ONON ON HLDG AG58.3K shares233.34%2025-09-302025-11-13

RACE FERRARI N V2.9K sharesnew addition2025-09-302025-11-13