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BAYPOINTE PARTNERS LLC

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13F filer, CIK 2044734, STAMFORD, CT

BAYPOINTE PARTNERS LLC reported $72,868,412 across 20 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-30. Its ten largest share positions make up 74.02% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-005323

Period
2026-03-31
Reported value
$72.9M
Holdings
20
Top 10 weight
74.02%
New
9
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
KMBnew+100,000$9.65M
JPMnew+25,000$7.35M
CELHnew+150,000$5.32M
LOWnew+20,000$4.73M
CLnew+50,000$4.26M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
COSTexited-13,163-$11.4M
HSYexited-21,939-$3.99M
HDreduced-6,326-$2.08M
LENexited-17,550-$1.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001214659-26-005323, largest first. % of portfolio is the value over $72,868,412, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,000 shares 100,000$9.65M13.24%newTimeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,000 shares 25,000$7.35M10.09%newTimeline
RHRHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 47,500 shares; 2025Q2: 15,000 shares; 2025Q3: 75,000 shares; 2025Q4: 26,328 shares; 2026Q1: 50,000 shares 50,000$6.99M9.59%+23,672Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 25,000 shares; 2025Q2: 20,000 shares; 2025Q3: 29,167 shares; 2025Q4: 26,326 shares; 2026Q1: 20,000 shares 20,000$6.58M9.03%-6,326Timeline
CELHCELSIUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 200,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150,000 shares 150,000$5.32M7.3%newTimeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares 20,000$4.73M6.49%newTimeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 100,000 shares; 2025Q2: 12,500 shares; 2025Q3: 100,000 shares; 2025Q4: not reported; 2026Q1: 50,000 shares 50,000$4.26M5.85%newTimeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,917 shares; 2025Q4: 8,775 shares; 2026Q1: 10,000 shares 10,000$3.38M4.64%+1,225Timeline
ANAUTONATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,776 shares; 2026Q1: 15,000 shares 15,000$2.93M4.02%+6,224Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 15,000 shares; 2025Q3: 58,334 shares; 2025Q4: 17,552 shares; 2026Q1: 20,000 shares 20,000$2.74M3.77%+2,448Timeline
TOLTOLL BROTHERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 15,000 shares; 2025Q3: 58,334 shares; 2025Q4: 17,552 shares; 2026Q1: 20,000 shares 20,000$2.73M3.75%+2,448Timeline
WHRWHIRLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,552 shares; 2026Q1: 50,000 shares 50,000$2.7M3.7%+32,448Timeline
CHWYCHEWY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84,000 shares 84,000$2.27M3.11%newTimeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,000 shares 28,000$2.01M2.76%newTimeline
DPZDOMINOS PIZZA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 17,500 shares; 2025Q4: 4,388 shares; 2026Q1: 5,600 shares 5,600$2.01M2.76%+1,212Timeline
MTHMERITAGE HOMES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 46,667 shares; 2025Q4: not reported; 2026Q1: 30,000 shares 30,000$1.86M2.55%newTimeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 30,000 shares; 2025Q2: 20,000 shares; 2025Q3: 29,167 shares; 2025Q4: 4,389 shares; 2026Q1: 5,600 shares 5,600$1.74M2.39%+1,211Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 150,000 shares; 2025Q2: 15,000 shares; 2025Q3: 150,000 shares; 2025Q4: 21,939 shares; 2026Q1: 28,000 shares 28,000$1.48M2.03%+6,061Timeline
VIKVIKING HOLDINGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,800 shares 16,800$1.23M1.69%newTimeline
TSCOTRACTOR SUPPLY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 100,000 shares; 2025Q2: 50,000 shares; 2025Q3: 116,667 shares; 2025Q4: 17,552 shares; 2026Q1: 20,000 shares 20,000$906K1.24%+2,448Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
COSTCOSTCO WHOLESALE CORPORATION13,163$11.4Mshares
HSYHERSHEY CO21,939$3.99Mshares
LENLENNAR CORP17,550$1.8Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-26-005323 base2026-04-30acceptance time not in the bulk data set