Fort Baker Capital Management LP
Net buyer this quarter
$1.37B
92
+$22.2M
42.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 WBD | $118M | 8.67% | 0.18% | +10.6% | Q4 2025 |
 NSC | $98.9M | 7.23% | 0.14% | +80.0% | Q1 2026 |
| EA | $79.8M | 5.83% | Not reported | -1.6% | Q4 2025 |
 AES | $70.2M | 5.13% | 0.67% | +8.3% | Q1 2026 |
| LBRDK | $52.1M | 3.81% | Not reported | +87.0% | Q4 2017 |
 BCSS | $43.6M | 3.19% | Not reported | +6.7% | Q4 2025 |
 CCXI | $35M | 2.56% | Not reported | -20.5% | Q1 2026 |
 GTEN | $34.9M | 2.55% | Not reported | +44.5% | Q2 2025 |
 CCII | $26.2M | 1.92% | Not reported | +53.9% | Q3 2025 |
 CRANU | $25.7M | 1.88% | Not reported | +91.2% | Q4 2025 |
 NWE | $22.8M | 1.67% | 0.52% | +1.6% | Q1 2026 |
| BBCQ | $21.5M | 1.57% | Not reported | +65.4% | Q1 2026 |
 CXII | $21.3M | 1.56% | Not reported | New | Q2 2026 |
 RAC | $20.4M | 1.49% | Not reported | +333.0% | Q2 2025 |
 TMTS | $19.7M | 1.44% | Not reported | New | Q2 2026 |
| SAAQ | $19.2M | 1.40% | Not reported | +435.3% | Q1 2026 |
 PMTR | $16.4M | 1.20% | 26.07% | Not reported | Q2 2025 |
| ANSC | $15.8M | 1.15% | Not reported | -26.6% | Q3 2025 |
| KBON | $15.1M | 1.11% | 168.51% | Not reported | Q1 2026 |
| ATII | $14.3M | 1.05% | 20.19% | New | Q2 2026 |
 VACI | $14M | 1.02% | Not reported | Not reported | Q4 2025 |
| TONT | $13.6M | 1.00% | Not reported | -16.1% | Q4 2025 |
 OACC | $11.8M | 0.86% | Not reported | +10.5% | Q1 2026 |
 GSHR | $11.4M | 0.83% | Not reported | Not reported | Q2 2025 |
 RAMP | $10.9M | 0.80% | 0.48% | New | Q2 2026 |
 GCGR | $10.1M | 0.74% | Not reported | New | Q2 2026 |
 MLAA | $9.93M | 0.73% | Not reported | New | Q2 2026 |
 FTW | $9.91M | 0.72% | Not reported | +4.6% | Q2 2025 |
 EGHA | $9.59M | 0.70% | Not reported | Not reported | Q1 2026 |
 DSAC | $8.98M | 0.66% | Not reported | Not reported | Q1 2026 |
 DYOR | $7.72M | 0.56% | Not reported | Not reported | Q4 2025 |
 CZR | $7.37M | 0.54% | 0.12% | New | Q2 2026 |
 OIM | $7.08M | 0.52% | Not reported | Not reported | Q1 2026 |
 BIII | $6.97M | 0.51% | Not reported | +40.0% | Q1 2026 |
 KEYYU | $6.02M | 0.44% | Not reported | New | Q2 2026 |
 VHCP | $5.99M | 0.44% | Not reported | Not reported | Q1 2026 |
| LBRDA | $5.84M | 0.43% | Not reported | +1310.0% | Q1 2020 |
 RMIX | $5.53M | 0.40% | 245438.00% | New | Q2 2026 |
| TWO | $4.8M | 0.35% | Not reported | New | Q2 2026 |
 KLAR | $4.55M | 0.33% | 0.06% | New | Q2 2026 |
| BCAR | $4.15M | 0.30% | 397650.00% | New | Q2 2026 |
 DVN | $3.93M | 0.29% | 0.02% | New | Q2 2026 |
 SVIV | $3.82M | 0.28% | Not reported | +87.8% | Q1 2026 |
 EVAC | $3.34M | 0.24% | Not reported | Not reported | Q3 2025 |
| EVOX | $3.34M | 0.24% | Not reported | -23.1% | Q4 2025 |
 PCAP | $3.12M | 0.23% | Not reported | Not reported | Q3 2025 |
| RMAX | $2.87M | 0.21% | Not reported | New | Q2 2026 |
 ALDF | $2.72M | 0.20% | 0.85% | -44.0% | Q4 2024 |
 LFST | $2.31M | 0.17% | 0.06% | New | Q2 2026 |
 OCTV | $2.12M | 0.15% | Not reported | New | Q2 2026 |
| Q1 2026 | |||||
| WBD | $110M | 8.67% | 0.16% | +203.0% | Q4 2025 |
| EA | $80.6M | 6.32% | Not reported | +241.5% | Q4 2025 |
| AES | $62.3M | 4.89% | 0.62% | New | Q1 2026 |
| MASI | $55.6M | 4.37% | 0.60% | New | Q1 2026 |
| NSC | $50.1M | 3.93% | 0.08% | New | Q1 2026 |
| TERN | $43.3M | 3.40% | 0.71% | New | Q1 2026 |
| LBRDK | $42.1M | 3.31% | Not reported | +221.7% | Q4 2017 |
| BCSS | $40.3M | 3.16% | Not reported | +43.2% | Q4 2025 |
 FAC | $27.7M | 2.18% | 53.33% | +6.9% | Q4 2025 |
| CCXI | $25.6M | 2.01% | Not reported | New | Q1 2026 |
| GTEN | $23.7M | 1.86% | Not reported | +62.7% | Q2 2025 |
| CWAN | $23M | 1.80% | Not reported | -36.5% | Q4 2025 |
| ANSC | $21.2M | 1.67% | Not reported | Not reported | Q3 2025 |
| NWE | $20.6M | 1.62% | 0.51% | New | Q1 2026 |
| RAAQ | $18.1M | 1.42% | Not reported | New | Q1 2026 |
| CCII | $16.9M | 1.33% | Not reported | +369.9% | Q3 2025 |
| PMTR | $16.1M | 1.27% | 26.07% | +96.7% | Q2 2025 |
| TONT | $16M | 1.26% | Not reported | +81.1% | Q4 2025 |
 DRDB | $16M | 1.25% | Not reported | Not reported | Q1 2025 |
 CORZW | $15.4M | 1.21% | Not reported | -6.9% | Q3 2025 |
| KBON | $15.1M | 1.18% | 168.51% | New | Q1 2026 |
| CRANU | $13.2M | 1.03% | Not reported | +35.8% | Q4 2025 |
| BBCQ | $12.6M | 0.99% | Not reported | New | Q1 2026 |
| GSHR | $11.3M | 0.89% | Not reported | Not reported | Q2 2025 |
 SLAB | $11.2M | 0.88% | 0.16% | New | Q1 2026 |
 GFUZ | $11.2M | 0.88% | 8.29% | +15.9% | Q4 2025 |
| OACC | $10.6M | 0.83% | Not reported | New | Q1 2026 |
| EGHA | $9.51M | 0.75% | Not reported | New | Q1 2026 |
 BCO | $8.94M | 0.70% | 0.21% | New | Q1 2026 |
| DSAC | $8.82M | 0.69% | Not reported | New | Q1 2026 |
| FTW | $8.59M | 0.67% | Not reported | -78.2% | Q2 2025 |
| DYOR | $7.66M | 0.60% | Not reported | +11.2% | Q4 2025 |
| OIM | $7M | 0.55% | Not reported | New | Q1 2026 |
| VHCP | $5.94M | 0.47% | Not reported | New | Q1 2026 |
| XCBE | $5.9M | 0.46% | Not reported | New | Q1 2026 |
| BIII | $4.92M | 0.39% | Not reported | New | Q1 2026 |
| ALDF | $4.8M | 0.38% | 1.52% | Not reported | Q4 2024 |
| RAC | $4.68M | 0.37% | Not reported | +79.9% | Q2 2025 |
| EVOX | $4.31M | 0.34% | Not reported | +44.4% | Q4 2025 |
 SMH | $3.99M | 0.31% | Not reported | New | Q1 2026 |
| SAAQ | $3.5M | 0.27% | Not reported | New | Q1 2026 |
| EVAC | $3.31M | 0.26% | Not reported | +9.3% | Q3 2025 |
 MSGS | $3.21M | 0.25% | 0.04% | New | Q1 2026 |
| PCAP | $3.1M | 0.24% | Not reported | Not reported | Q3 2025 |
| HYAC | $2.89M | 0.23% | Not reported | -89.3% | Q4 2018 |
| AACB | $2.41M | 0.19% | Not reported | +12.0% | Q4 2025 |
| CTLP | $2.19M | 0.17% | Not reported | New | Q1 2026 |
| SVIV | $1.97M | 0.15% | Not reported | New | Q1 2026 |
| TMTSU | $1.51M | 0.12% | Not reported | New | Q1 2026 |
| IEAG | $1.33M | 0.10% | Not reported | New | Q1 2026 |
| Q4 2025 | |||||
| FYBR | $40.6M | 4.43% | Not reported | +7.3% | Q4 2024 |
| WBD | $38.2M | 4.18% | 0.05% | New | Q4 2025 |
| FTW | $37.5M | 4.09% | Not reported | Not reported | Q2 2025 |
| CWAN | $36.9M | 4.03% | Not reported | New | Q4 2025 |
 EXK | $36.3M | 3.96% | 0.14% | New | Q4 2025 |
| BCSS | $28M | 3.06% | Not reported | New | Q4 2025 |
| HYAC | $26.6M | 2.90% | Not reported | Not reported | Q4 2018 |
| FAC | $26M | 2.84% | 50.19% | New | Q4 2025 |
 FOX | $25.1M | 2.74% | Not reported | Not reported | Q1 2020 |
| EA | $23.6M | 2.58% | Not reported | New | Q4 2025 |
| CCXIU | $23M | 2.51% | Not reported | New | Q4 2025 |
| ANSC | $21M | 2.30% | Not reported | +100.6% | Q3 2025 |
| HOLX | $20.8M | 2.27% | 0.13% | New | Q4 2025 |
| DAY | $18.7M | 2.04% | 0.17% | -16.8% | Q3 2025 |
| CORZW | $16M | 1.75% | Not reported | +26.7% | Q3 2025 |
| DRDB | $15.9M | 1.74% | Not reported | +66.8% | Q1 2025 |
| KBONU | $15.1M | 1.65% | Not reported | New | Q4 2025 |
 IMXI | $14.6M | 1.60% | 3.20% | New | Q4 2025 |
| GTEN | $14.6M | 1.59% | Not reported | +67.4% | Q2 2025 |
| RNAM | $12.9M | 1.41% | 0.12% | New | Q4 2025 |
| LBRDK | $12.6M | 1.38% | Not reported | -59.0% | Q4 2017 |
 NESR | $12.3M | 1.34% | 0.78% | -4.2% | Q4 2024 |
| GSHR | $11.2M | 1.22% | Not reported | Not reported | Q2 2025 |
| HVII | $9.98M | 1.09% | Not reported | -4.5% | Q2 2025 |
| CRANU | $9.84M | 1.07% | Not reported | New | Q4 2025 |
| GFUZ | $9.65M | 1.05% | 7.15% | New | Q4 2025 |
| TONT | $8.89M | 0.97% | Not reported | New | Q4 2025 |
| PMTR | $8.22M | 0.90% | 13.25% | Not reported | Q2 2025 |
| DSACU | $7.93M | 0.87% | Not reported | New | Q4 2025 |
| DYOR | $6.85M | 0.75% | Not reported | New | Q4 2025 |
 HCACU | $6.51M | 0.71% | Not reported | New | Q4 2025 |
| VHCPU | $6.01M | 0.66% | Not reported | New | Q4 2025 |
| LBRDA | $4.83M | 0.53% | Not reported | Not reported | Q1 2020 |
| ALDF | $4.76M | 0.52% | 1.52% | Not reported | Q4 2024 |
| PLYM | $3.63M | 0.40% | 0.37% | New | Q4 2025 |
| CCII | $3.61M | 0.39% | Not reported | +76.1% | Q3 2025 |
 TACO | $3.57M | 0.39% | 4.69% | New | Q4 2025 |
 APXT | $3.46M | 0.38% | Not reported | New | Q4 2025 |
| REVG | $3.24M | 0.35% | 0.11% | New | Q4 2025 |
| PCAP | $3.08M | 0.34% | Not reported | Not reported | Q3 2025 |
 AXIN | $3.02M | 0.33% | Not reported | New | Q4 2025 |
 SOCA | $3.02M | 0.33% | Not reported | Not reported | Q3 2025 |
| EVAC | $3.01M | 0.33% | Not reported | +500.0% | Q3 2025 |
| VACI | $2.97M | 0.32% | Not reported | New | Q4 2025 |
| EVOX | $2.96M | 0.32% | Not reported | New | Q4 2025 |
| RAC | $2.6M | 0.28% | Not reported | Not reported | Q2 2025 |
| JAMF | $2.54M | 0.28% | 0.15% | New | Q4 2025 |
| OTGA | $2.5M | 0.27% | Not reported | New | Q4 2025 |
 CENX | $2.35M | 0.26% | 0.06% | New | Q4 2025 |
| AACB | $2.14M | 0.23% | Not reported | New | Q4 2025 |
| Q3 2025 | |||||
| LBRDK | $40.4M | 6.39% | Not reported | +107.2% | Q4 2017 |
| FYBR | $37.1M | 5.87% | Not reported | Not reported | Q4 2024 |
| FTW | $37.1M | 5.86% | Not reported | +14.8% | Q2 2025 |
| TGNA | $34.3M | 5.43% | Not reported | New | Q3 2025 |
| HYAC | $26.5M | 4.19% | Not reported | +0.4% | Q4 2018 |
| DAY | $22.4M | 3.54% | 0.20% | New | Q3 2025 |
 INFQ | $22.2M | 3.51% | Not reported | New | Q3 2025 |
| CORZW | $17.4M | 2.75% | Not reported | New | Q3 2025 |
| MLNK | $13.4M | 2.12% | 0.91% | New | Q3 2025 |
| GSHR | $11.1M | 1.76% | Not reported | +4.0% | Q2 2025 |
| HVII | $10.3M | 1.63% | Not reported | +188.9% | Q2 2025 |
| ANSC | $10.2M | 1.62% | Not reported | New | Q3 2025 |
| DRDB | $9.43M | 1.49% | Not reported | +13.4% | Q1 2025 |
| GTEN | $8.68M | 1.37% | Not reported | Not reported | Q2 2025 |
 UAA | $8.62M | 1.36% | Not reported | New | Q3 2025 |
| NESR | $8.39M | 1.33% | 0.81% | -52.4% | Q4 2024 |
| PMTR | $8.14M | 1.29% | 13.25% | Not reported | Q2 2025 |
 DOLE | $7.47M | 1.18% | 0.58% | New | Q3 2025 |
| ALDF | $4.75M | 0.75% | 1.52% | +1.1% | Q4 2024 |
 COMP | $4.48M | 0.71% | 0.10% | New | Q3 2025 |
| PCAP | $3.12M | 0.49% | Not reported | New | Q3 2025 |
| SOCA | $2.99M | 0.47% | Not reported | New | Q3 2025 |
| CCCM | $2.79M | 0.44% | Not reported | Not reported | Q2 2025 |
| RAC | $2.57M | 0.41% | Not reported | Not reported | Q2 2025 |
| AXINU | $2.53M | 0.40% | Not reported | Not reported | Q2 2025 |
 OTGAU | $2.52M | 0.40% | Not reported | New | Q3 2025 |
 DLO | $2.5M | 0.40% | 0.06% | New | Q3 2025 |
 RAPP | $2.42M | 0.38% | 0.17% | New | Q3 2025 |
| CCII | $2.03M | 0.32% | Not reported | New | Q3 2025 |
 RDW | $1.89M | 0.30% | 0.14% | New | Q3 2025 |
 RIG | $1.56M | 0.25% | 0.05% | New | Q3 2025 |
| SMLR | $1.45M | 0.23% | 0.32% | New | Q3 2025 |
| CEPT | $772K | 0.12% | Not reported | Not reported | Q2 2025 |
 AMPX | $506K | 0.08% | 0.11% | New | Q3 2025 |
| EVAC | $498K | 0.08% | Not reported | New | Q3 2025 |
| BLZRU | $256K | 0.04% | Not reported | New | Q3 2025 |
 CEPF | $255K | 0.04% | Not reported | New | Q3 2025 |
 FIGX | $250K | 0.04% | Not reported | New | Q3 2025 |
| PMTRW | $240K | 0.04% | Not reported | Not reported | Q2 2025 |
| DRDBW | $207K | 0.03% | Not reported | Not reported | Q1 2025 |
 AUROW | $175K | 0.03% | Not reported | Not reported | Q1 2022 |
| GTENW | $161K | 0.03% | Not reported | Not reported | Q2 2025 |
| GSHRW | $148K | 0.02% | Not reported | Not reported | Q2 2025 |
 KDKRW | $148K | 0.02% | Not reported | Not reported | Q3 2024 |
| CAEP | $103K | 0.02% | Not reported | Not reported | Q2 2025 |
 HCMA | $101K | 0.02% | Not reported | New | Q3 2025 |
 PEW | $88.7K | 0.01% | 0.24% | New | Q3 2025 |
| PCAPW | $65.8K | 0.01% | Not reported | New | Q3 2025 |
 AIRJW | $64.1K | 0.01% | 0.14% | New | Q3 2025 |
 MCGAW | $60K | 0.01% | Not reported | New | Q3 2025 |