Baymount Management LP

**Baymount Management LP** maintains a focused, concentrated portfolio with $96M in assets under management. The fund's current holdings are anchored by significant allocations to real estate (KRE at $51.2M) and broad-market equity indices, notably XBI ($34.2M). Further diversification is provided by positions in EWY ($10.1M) and IWM ($0.7M). This structure suggests a tactical approach emphasizing tangible assets and sector-specific exposure within a limited basket of four core holdings.

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