StockDriftsStockDriftsTop 20 Baypointe Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KMB | KIMBERLY-CLARK CORP | 13.24% | 100.0K | $9.6M | new | $98.68(-1.66%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 10.09% | 25.0K | $7.4M | new | $308.19(-2.58%) | 2026-03-31 | |
| RH | RH | 9.59% | 50.0K | $7.0M | +89.91%(+23.67K) | $191.17(-32.59%) | 2026-03-31 | |
| HD | HOME DEPOT INC | 9.03% | 20.0K | $6.6M | -24.03%(-6.33K) | $380.31(-20.45%) | 2026-03-31 | |
| CELH | CELSIUS HLDGS INC | 7.3% | 150.0K | $5.3M | new | $30.98(-10.07%) | 2026-03-31 | |
| LOW | LOWES COS INC | 6.49% | 20.0K | $4.7M | new | $238.72(-7.65%) | 2026-03-31 | |
| CL | COLGATE PALMOLIVE CO | 5.85% | 50.0K | $4.3M | new | $86.28(+1.84%) | 2026-03-31 | |
| RACE | FERRARI N V | 4.64% | 10.0K | $3.4M | +13.96%(+1.23K) | $436.07(-23.62%) | 2026-03-31 | |
| AN | AUTONATION INC | 4.02% | 15.0K | $2.9M | +70.92%(+6.22K) | $207.75(-8.01%) | 2026-03-31 | |
| DHI | D R HORTON INC | 3.77% | 20.0K | $2.7M | +13.95%(+2.45K) | $143.24(-1.75%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -5.01% | -14.30% |
| Top 20 Holdings Unweighted | -4.51% | -12.92% |
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