Baymount Management LP

All Holdings — 2024 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
4
Quarter
2024 Q4
Top Holding
KRE (53.2%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-4 of 4
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
KRE
SPDR SER TR
Unknown 53.24% 53.24% #1
Prev: #1
10.0 no change no change
P
S
1,018,000 $51,185,040 2024 Q1 13F Filing 2024-12-31 2025-02-14 (Est.)
XBI
SPDR SER TR
Unknown 35.53% 35.53% #2
Prev: #2
10.0 no change no change
P
S
360,000 $34,160,400 2020 Q2 13F Filing 2024-12-31 2025-02-14 (Est.)
EWY
ISHARES INC
ETF 10.47% 10.47% #3
Prev: #3
4.2 no change no change
P
S
150,000 $10,066,500 2024 Q1 13F Filing 2024-12-31 2025-02-14 (Est.)
IWM
ISHARES TR
CALL
CALL Option 0.75% 0.75% #4
Prev: #4
0.3 no change no change
P
S
50,000 $725,000 2021 Q3 13F Filing 2024-12-31 2025-02-14 (Est.)
Showing 1-4 of 4 holdings

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