BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LAMR | 2K | $240.31K |
 | VLTO | 2K | $204.20K |
 | SYK | 2K | $697.95K |
 | AN | 2K | $411.51K |
 | MKSI | 2K | $232.44K |
 | HEI | 2K | $603.67K |
 | RL | 2K | $572.25K |
 | CRL | 2K | $284.13K |
 | FDX | 2K | $425.22K |
 | WMS | 2K | $248.69K |
 | AMT | 2K | $336.77K |
 | CDW | 2K | $278.32K |
 | UHS | 2K | $356.95K |
 | TSM | 2K | $471.00K |
 | NXPI | 2K | $383.69K |
 | CLX | 2K | $207.32K |
 | WSO | 2K | $668.58K |
 | VLO | 2K | $276.98K |
 | LDOS | 2K | $304.86K |
 | TOL | 2K | $221.36K |
Lamar Advertising Company
LAMR
Shares Held
2K
Value
$240.31K
Veralto Corporation
VLTO
Shares Held
2K
Value
$204.20K
Stryker Corporation
SYK
Shares Held
2K
Value
$697.95K
AutoNation, Inc.
AN
Shares Held
2K
Value
$411.51K
MKS Inc.
MKSI
Shares Held
2K
Value
$232.44K
HEICO Corporation
HEI
Shares Held
2K
Value
$603.67K
Ralph Lauren Corporation
RL
Shares Held
2K
Value
$572.25K
Charles River Laboratories International, Inc.
CRL
Shares Held
2K
Value
$284.13K
FedEx Corporation
FDX
Shares Held
2K
Value
$425.22K
Advanced Drainage Systems, Inc.
WMS
Shares Held
2K
Value
$248.69K
American Tower Corporation
AMT
Shares Held
2K
Value
$336.77K
CDW Corporation
CDW
Shares Held
2K
Value
$278.32K
Universal Health Services, Inc.
UHS
Shares Held
2K
Value
$356.95K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
2K
Value
$471.00K
NXP Semiconductors N.V.
NXPI
Shares Held
2K
Value
$383.69K
The Clorox Company
CLX
Shares Held
2K
Value
$207.32K
Watsco, Inc.
WSO
Shares Held
2K
Value
$668.58K
Valero Energy Corporation
VLO
Shares Held
2K
Value
$276.98K
Leidos Holdings, Inc.
LDOS
Shares Held
2K
Value
$304.86K
Toll Brothers, Inc.
TOL
Shares Held
2K
Value
$221.36K