Fort Baker Capital Management LP — 13F holdings

Fort Baker Capital Management LP reported 121 holdings worth $1.37B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. WBD WARNER BROS DISCOVERY INC — $183M (13.4%)
2. NSC NORFOLK SOUTHN CORP — $98.9M (7.2%)
3. EA ELECTRONIC ARTS INC — $84.4M (6.2%)
4. AES AES CORP — $71.9M (5.3%)
5. LBRDK LIBERTY BROADBAND CORP — $52.1M (3.8%)
6. BCSS BAIN CAP GSS INVT CORP — $43.6M (3.2%)
7. QQQ Invesco Qqq Tr — $36.8M (2.7%)
8. CCXI CHURCHILL CAP CORP XI — $35.0M (2.6%)
9. GTEN GORES HLDGS X INC — $34.9M (2.6%)
10. CHURCHILL CAPITAL CORP IX — $31.3M (2.3%)