BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CRUS | 11K | $1.37M |
 | KHC | 11K | $284.98K |
 | SOHU | 11K | $170.63K |
 | SNDR | 11K | $225.25K |
 | KMI | 11K | $299.79K |
 | TWLO | 10K | $1.04M |
 | ORI | 10K | $435.44K |
 | VALE | 10K | $110.77K |
 | MNST | 10K | $676.14K |
 | SUN | 10K | $500.10K |
 | IVZ | 10K | $222.10K |
 | PEP | 10K | $1.35M |
 | MAS | 9K | $668.14K |
 | STX | 9K | $2.17M |
 | EAT | 9K | $1.15M |
 | ANF | 9K | $776.73K |
 | EPR | 9K | $512.29K |
 | BMY | 9K | $393.98K |
 | WYNN | 9K | $1.11M |
 | SWKS | 9K | $663.80K |
Cirrus Logic, Inc.
CRUS
Shares Held
11K
Value
$1.37M
The Kraft Heinz Company
KHC
Shares Held
11K
Value
$284.98K
Sohu.com Limited
SOHU
Shares Held
11K
Value
$170.63K
Schneider National, Inc.
SNDR
Shares Held
11K
Value
$225.25K
Kinder Morgan, Inc.
KMI
Shares Held
11K
Value
$299.79K
Twilio Inc.
TWLO
Shares Held
10K
Value
$1.04M
Old Republic International Corporation
ORI
Shares Held
10K
Value
$435.44K
Vale S.A.
VALE
Shares Held
10K
Value
$110.77K
Monster Beverage Corporation
MNST
Shares Held
10K
Value
$676.14K
Sunoco LP
SUN
Shares Held
10K
Value
$500.10K
Invesco Ltd.
IVZ
Shares Held
10K
Value
$222.10K
PepsiCo, Inc.
PEP
Shares Held
10K
Value
$1.35M
Masco Corporation
MAS
Shares Held
9K
Value
$668.14K
Seagate Technology Holdings plc
STX
Shares Held
9K
Value
$2.17M
Brinker International, Inc.
EAT
Shares Held
9K
Value
$1.15M
Abercrombie & Fitch Co.
ANF
Shares Held
9K
Value
$776.73K
EPR Properties
EPR
Shares Held
9K
Value
$512.29K
Bristol-Myers Squibb Company
BMY
Shares Held
9K
Value
$393.98K
Wynn Resorts, Limited
WYNN
Shares Held
9K
Value
$1.11M
Skyworks Solutions, Inc.
SWKS
Shares Held
9K
Value
$663.80K