BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CCI | 2K | $228.12K |
 | INGR | 2K | $284.52K |
 | JBL | 2K | $504.70K |
 | ORLY | 2K | $248.63K |
 | PNR | 2K | $253.87K |
 | MMM | 2K | $353.26K |
 | DDOG | 2K | $323.54K |
 | MSM | 2K | $206.03K |
 | MOH | 2K | $427.69K |
 | TEL | 2K | $488.43K |
 | SPGI | 2K | $1.08M |
 | PPG | 2K | $227.66K |
 | MA | 2K | $1.23M |
 | TER | 2K | $298.05K |
 | MIDD | 2K | $284.47K |
 | NTAP | 2K | $249.83K |
 | PSX | 2K | $282.89K |
 | HWM | 2K | $406.12K |
 | CB | 2K | $580.13K |
 | SPG | 2K | $368.56K |
Crown Castle Inc.
CCI
Shares Held
2K
Value
$228.12K
Ingredion Incorporated
INGR
Shares Held
2K
Value
$284.52K
Jabil Inc.
JBL
Shares Held
2K
Value
$504.70K
O'Reilly Automotive, Inc.
ORLY
Shares Held
2K
Value
$248.63K
Pentair plc
PNR
Shares Held
2K
Value
$253.87K
3M Company
MMM
Shares Held
2K
Value
$353.26K
Datadog, Inc.
DDOG
Shares Held
2K
Value
$323.54K
MSC Industrial Direct Co., Inc.
MSM
Shares Held
2K
Value
$206.03K
Molina Healthcare, Inc.
MOH
Shares Held
2K
Value
$427.69K
TE Connectivity Ltd.
TEL
Shares Held
2K
Value
$488.43K
S&P Global Inc.
SPGI
Shares Held
2K
Value
$1.08M
PPG Industries, Inc.
PPG
Shares Held
2K
Value
$227.66K
Mastercard Incorporated
MA
Shares Held
2K
Value
$1.23M
Teradyne, Inc.
TER
Shares Held
2K
Value
$298.05K
The Middleby Corporation
MIDD
Shares Held
2K
Value
$284.47K
NetApp, Inc.
NTAP
Shares Held
2K
Value
$249.83K
Phillips 66
PSX
Shares Held
2K
Value
$282.89K
Howmet Aerospace Inc.
HWM
Shares Held
2K
Value
$406.12K
Chubb Limited
CB
Shares Held
2K
Value
$580.13K
Simon Property Group, Inc.
SPG
Shares Held
2K
Value
$368.56K