Fort Baker Capital Management LP

Fundamental concentrated ★Signal CIK 1688382
League rank
#908
in Fundamental concentrated · #7188 overall
Long book
$973.9M
Q1 2026
Positions
99
Top-10 weight
55%
concentration
Last quarter
+3.2%
SPY +14.8%
Turnover
66%
of book per quarter

Strategy in plain words

auto-generated from filings

Fort Baker Capital Management LP is a concentrated fundamental stock-picker, running a $973.9M US long book across 99 positions.

The portfolio is concentrated: the top 10 names carry 55% of the portfolio. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: WARNER BROS DISCOVERY INC, ELECTRONIC ARTS INC, AES CORP, MASIMO CORP, NORFOLK SOUTHERN CORP.

Over the last 9 quarters its long book ran on average 2.8pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-10.1%
Q2 2024
+21.4%
Q3 2024
-2.6%
Q4 2024
+0.5%
Q1 2025
-0.3%
Q2 2025
+6.7%
Q3 2025
-4.6%
Q4 2025
+0.8%
Q1 2026
+3.2%

Sector allocation

Financials
34%
Communications
17%
Other
16%
Technology
15%
Utilities
10%
Industrials
7%
Energy
1%
Services media
0%

Long book by quarter

$240.7M
Q1 2024
$384.8M
Q2 2024
$238.5M
Q3 2024
$403.5M
Q4 2024
$322.7M
Q1 2025
$571.3M
Q2 2025
$607.9M
Q3 2025
$747.8M
Q4 2025
$973.9M
Q1 2026

What does Fort Baker own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
WBD WARNER BROS DISCOVERY INCCommunications4.0M$110.4M11.3%+203.0%
EA ELECTRONIC ARTS INCTechnology395.2K$80.6M8.3%+241.5%
AES AES CORPUtilities4.4M$62.3M6.4%New
MASI* MASIMO CORP312.7K$55.6M5.7%New
NSC NORFOLK SOUTHERN CORPIndustrials174.6K$50.1M5.1%New
430 TERNS PHARMACEUTICALS INC822.0K$43.3M4.4%New
LBRDK LIBERTY BROADBAND-CCommunications837.2K$42.1M4.3%+221.7%
BCSS BAIN CAPITAL GSS INV- AFinancials4.0M$40.3M4.1%+43.2%
FAC FACTORIAL ENERGY INCTechnology2.7M$27.7M2.8%+6.9%
CCXI CHURCHILL CAPITAL CORP-CL AFinancials2.5M$25.6M2.6%New
GTEN GORES HOLDINGS X INC-CL AFinancials2.3M$23.7M2.4%+62.7%
ANSC AGRICULTURE & NATURAL SOLUTIFinancials1.9M$21.2M2.2%Held
NWE NORTHWESTERN ENERGY GROUP INUtilities313.0K$20.6M2.1%New
FL3 REAL ASSET ACQUISITION1.7M$18.1M1.9%New
CCII COHEN CIRCLE ACQUISIT II - AFinancials1.7M$16.9M1.7%+369.9%
K4F ONESTREAM INC689.6K$16.6M1.7%New
PMTR PERIMETER ACQUIS CORP I CL AFinancials1.6M$16.1M1.7%+96.7%
GRAF GRAF GLOBAL CORP-CL AFinancials1.5M$16.0M1.6%+81.1%
DRDB ROMAN DBDR ACQUISITION CORPFinancials1.5M$16.0M1.6%Held
CCIX CHURCHILL CAPITAL CORP IXTechnology1.5M$15.5M1.6%-48.6%
KBON KARBON CAPITAL PARTNERS-CL AFinancials1.5M$15.1M1.5%New
BBCQ BLEICHROEDER ACQUIS II-CL AFinancials1.3M$12.6M1.3%New
GSHR GESHER ACQUISITION CORP II-AFinancials1.1M$11.3M1.2%Held
SLAB SILICON LABORATORIES INCTechnology54.0K$11.2M1.2%New
SVAC SPRING VALLEY ACQUISITION-AUtilities1.1M$11.2M1.1%+15.9%
OACC OAKTREE ACQUISITION CORP I-AFinancials1.0M$10.6M1.1%New
EGHA EGH ACQUISITION CO-AFinancials931.8K$9.5M1.0%New
BCO BRINK'S CO/THEIndustrials86.2K$8.9M0.9%New
DSAC DAEDALUS SPECIAL ACQUIS-CL AFinancials890.0K$8.8M0.9%New
FTW PRESIDIO PRODUCTION CO-AEnergy779.6K$8.6M0.9%New
DYOR INSIGHT DIGITAL PARTNERS I-AFinancials769.1K$7.7M0.8%+11.2%
NY4B CLEARWAY ENERGY INC-A187.0K$7.3M0.8%New
OIM ONEIM ACQUISITION CL-AFinancials703.0K$7.0M0.7%New
VHCP VINE HILL CAPITAL INVES-CL AFinancials600.0K$5.9M0.6%New
XCBE X3 ACQUISITION CORP LTD-CL AFinancials600.0K$5.9M0.6%New
BIII BLACK SPADE ACQUISITION-CL AFinancials500.0K$4.9M0.5%New
ALDF ALDEL FINANCIAL II INCFinancials454.2K$4.8M0.5%Held
RAC RITHM ACQUISITION CORP-AFinancials450.4K$4.7M0.5%+79.9%
EVOX EVOLUTION GLOBAL ACQUIS-CL AFinancials433.2K$4.3M0.4%+44.4%
SAAQ SPACE ASSET ACQUISITION-CL AFinancials351.2K$3.5M0.4%New
EVAC EQV VENTURES ACQUISITION C-AFinancials328.0K$3.3M0.3%+9.3%
MSGS MADISON SQUARE GARDEN SPORTSServices media10.0K$3.2M0.3%New
PCAP PROCAP ACQUISITION CORP - AFinancials303.8K$3.1M0.3%Held
HYAC HAYMAKER ACQUISITION CORP 4250.0K$2.9M0.3%-89.3%
AACB ARTIUS II ACQUISITION INC-AFinancials232.7K$2.4M0.2%+12.0%
UTE0 CANTALOUPE INC202.9K$2.2M0.2%New
SVIV SPRING VALLEY ACQUISITIO-AFinancials200.0K$2.0M0.2%New
IEAG INFINITE EAGLE CL-AFinancials133.1K$1.3M0.1%New
GETY GETTY IMAGES HOLDINGS INCServices media1.4M$1.1M0.1%New
FIG FIGMA INC-CL ATechnology40.0K$846K0.1%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 2026121$1.27B canonicalSEC ↗
Q4 202513F-HRFeb 17, 2026115$916.0M canonicalSEC ↗
Q3 202513F-HRNov 14, 202590$632.0M canonicalSEC ↗
Q2 202513F-HRAug 14, 202572$581.7M canonicalSEC ↗
Q1 202513F-HRMay 15, 202556$484.3M canonicalSEC ↗
Q4 202413F-HRFeb 14, 202566$621.0M canonicalSEC ↗
Q3 202413F-HRNov 14, 202475$607.1M canonicalSEC ↗
Q2 202413F-HRAug 14, 202478$903.6M canonicalSEC ↗
Q1 202413F-HRMay 15, 202474$734.5M canonicalSEC ↗