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FBCM

Fort Baker Capital Management Portfolio holdings

AUM $1.27B
1-Year Est. Return 25.46%
This Fund
S&P 500
This Quarter Est. Return
+3.28%
1 Year Est. Return
+25.46%
3 Year Est. Return
+40.98%
5 Year Est. Return
+86.64%
10 Year Est. Return
AUM
$373M
AUM Growth
+$14.2M
Cap. Flow
+$15.7M
Cap. Flow %
4.21%
Top 10 Hldgs %
49.12%
Holding
129
New
53
Increased
15
Reduced
11
Closed
26

Sector Composition

Rank Sector Weight
1 Financials 41.64%
2 Communication Services 10.93%
3 Consumer Discretionary 6.74%
4 Utilities 2.83%
5 Industrials 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LBRDK icon
1
Liberty Broadband Class C
LBRDK
$4.15B
$27.9M 7.49%
161,839
-25,558
-14% -$4.6M
LMACA
2
DELISTED
Liberty Media Acquisition Corporation Series A Common Stock
LMACA
$25.6M 6.86%
2,539,018
+2,012,324
+382% +$20.5M
PSTH
3
DELISTED
Pershing Square Tontine Holdings, Ltd.
PSTH
$23M 6.17%
+1,169,017
New +$23.7M
CONX
4
DELISTED
CONX Corp. Class A Common Stock
CONX
$17.7M 4.75%
1,807,222
+102,348
+6% +$1M
SVOK
5
DELISTED
Seven Oaks Acquisition Corp. Class A Common Stock
SVOK
$16.9M 4.54%
1,704,887
-657,478
-28% -$6.5M
GGPI
6
DELISTED
Gores Guggenheim, Inc. Class A Common Stock
GGPI
$16.6M 4.44%
+1,622,356
New +$16.1M
SPY icon
7
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$15M 4.02%
+35,000
New +$15.4M
ETAC
8
DELISTED
E.Merge Technology Acquisition Corp. Class A Common Stock
ETAC
$14.7M 3.95%
1,501,871
-900,443
-37% -$8.8M
IPOF
9
DELISTED
Social Capital Hedosophia Holdings Corp. VI
IPOF
$13.6M 3.63%
+1,336,101
New +$13.4M
HCIC
10
DELISTED
Hennessy Capital Investment Corp. V Class A Common Stock
HCIC
$12.2M 3.27%
1,234,724
LGF.B
11
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
$12.1M 3.24%
931,245
-105,254
-10% -$1.38M
SKINW
12
DELISTED
The Beauty Health Company Warrant expiring 5/4/2026
SKINW
$11.4M 3.06%
789,407
+742,962
+1,600% +$7.97M
AMPS
13
DELISTED
Altus Power
AMPS
$10.5M 2.83%
+1,061,986
New +$10.5M
TEKK
14
DELISTED
Tekkorp Digital Acquisition Corp. Class A Ordinary Shares
TEKK
$9.54M 2.56%
971,656
PPC icon
15
Pilgrim's Pride
PPC
$6.82B
$8.6M 2.3%
+295,718
New +$7.41M
GBTG icon
16
American Express Global Business Travel
GBTG
$4.91B
$8.24M 2.21%
844,420
CHPM
17
DELISTED
CHP Merger Corp. Class A Common Stock
CHPM
$6.85M 1.84%
683,514
EVOJU
18
DELISTED
Evo Acquisition Corp. Unit
EVOJU
$6M 1.61%
602,900
DGNS
19
DELISTED
Dragoneer Growth Opportunities Corp. II Class A Ordinary Shares
DGNS
$5.57M 1.49%
+559,773
New +$5.56M
PRPB
20
DELISTED
CC Neuberger Principal Holdings II Class A Ordinary Shares
PRPB
$5.05M 1.35%
+514,645
New +$5.05M
CLAS.U
21
DELISTED
Class Acceleration Corp. Units, each consisting of one share of Class A common stock and one-half of one redeemable warrant
CLAS.U
$4.97M 1.33%
500,000
EPWR
22
DELISTED
Empowerment & Inclusion Capital I Corp.
EPWR
$4.89M 1.31%
+499,600
New +$4.9M
CFIVU
23
DELISTED
CF Acquisition Corp. IV Unit
CFIVU
$4.07M 1.09%
411,259
AEACU
24
DELISTED
Authentic Equity Acquisition Corp. Unit
AEACU
$4.01M 1.08%
+400,000
New +$4.01M
LOKM.U
25
DELISTED
Live Oak Mobility Acquisition Corp. Units, each consisting of one share of Class A common stock, and one-fifth of one warrant
LOKM.U
$3.96M 1.06%
400,000

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Fort Baker Capital Management's Q3 2021 Portfolio in Review

As of Q3 2021, Fort Baker Capital Management held 129 positions worth $373M, up 3.9% from $359M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Fort Baker Capital Management deployed $15.7M of net new capital in Q3 2021, opening 53 new positions and adding to 15 existing holdings. Its largest new stake was Pershing Square Tontine Holdings, Ltd.: 1,169,017 shares worth $23M.

By sector, the portfolio is most concentrated in Financials at 42% of assets, up from 23% a quarter earlier, followed by Communication Services and Consumer Discretionary.

On the sell side, the largest reduction was E.Merge Technology Acquisition Corp. Class A Common Stock, an estimated $8.8M trimmed.

  • Fort Baker Capital Management's largest Q3 2021 buy was Pershing Square Tontine Holdings, Ltd.: 1,169,017 shares worth $23M.
  • Fort Baker Capital Management added most to Liberty Media Acquisition Corporation Series A Common Stock in Q3 2021, an estimated $20.5M increase.
  • Fort Baker Capital Management's biggest Q3 2021 reduction was E.Merge Technology Acquisition Corp. Class A Common Stock, cutting an estimated $8.8M.
  • Fort Baker Capital Management fully exited Navitas Semiconductor in Q3 2021, selling an estimated $24.3M.
  • Fort Baker Capital Management's ten largest holdings make up 49% of its $373M portfolio in Q3 2021.
  • Fort Baker Capital Management opened 53 new positions and closed 26 in Q3 2021.
  • Fort Baker Capital Management's portfolio value rose 3.9% quarter-over-quarter to $373M.

Based on Fort Baker Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.