Stock Taper

BAKER AVENUE ASSET MANAGEMENT, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
CubeSmartCUBE14.38K$571.93K
Teradata CorporationTDC14.11K$488.81K
Burlington Stores, Inc.BURL14.04K$4.45M
Bath & Body Works, Inc.BBWI14.02K$324.26K
F.N.B. CorporationFNB13.98K$266.83K
Dropbox, Inc.DBX13.98K$384.09K
Schneider National, Inc.SNDR13.95K$509.7K
Masco CorporationMAS13.69K$1.11M
RingCentral, Inc.RNG13.62K$530.95K
Tyson Foods, Inc.TSN13.6K$778.76K
Monster Beverage CorporationMNST13.49K$1.3M
TechnipFMC plcFTI13.49K$894.19K
Berkshire Hathaway Inc.BRK-B13.46K$6.74M
VICI Properties Inc.VICI13.36K$354.63K
Elanco Animal Health IncorporatedELAN13.34K$328.4K
Vaxcyte, Inc.PCVX13.28K$771.88K
EPR PropertiesEPR13.2K$765.73K
Permian Resources CorporationPR13.16K$242.35K
Citizens Financial Group, Inc.CFG12.91K$904.58K
Delta Air Lines, Inc.DAL12.9K$1.21M