Fort Baker Capital Management LP Q3 2022 vs. Q4 2022: An In-Depth Look at Their 13F Holdings

As we approach the end of the year, it's time to take a look at the Q3 2022 to Q4 2022 13F holdings comparison of Fort Baker Capital Management LP. The following analysis reveals the changes in this fund's holdings in different companies from one quarter to another.

LIBERTY BROADBAND Taking a Hit

The quarterly comparison of Fort Baker Capital Management LP's 13F holdings indicates a significant drop in the shares of Liberty Broadband Corp (NASDAQ: LBRDK) from Q3 2022 to Q4 2022. The shares went down from 550,291 to 380,925, reflecting a -28.5% change. The given Q3 2022 value was $40,612, whereas Q4 2022 reveals only $29,053. This is not a good result for the company and its investors.

FLAME ACQUISITION Shows a Positive Trend

Flame Acquisition Corp (NASDAQ: FLME) demonstrates a positive trend in Fort Baker Capital Management LP's 13F holdings comparison. The company's shares showed 0 holdings in Q3 2022, whereas Q4 2022 highlights a substantial 2,688,882 shares, indicating the company's growth.

UNDER ARMOUR To Replace LIBERTY BROADBAND?

Fort Baker Capital Management LP's 13F holdings comparison suggests that the firm is considering replacing Liberty Broadband Corp with Under Armour Inc (NYSE: UA). The former company's Q4 2022 13F holdings recorded 353,531 shares with a value of $26,815, down from zero in Q3 2022. Meanwhile, Under Armour Inc's Q4 2022 13F holds a total of 1,821,863 shares that are worth $16,251.

BROWN FORMAN CORP Is On the Rise

Brown Forman Corp (NYSE: BF-B) showed significant growth in Fort Baker Capital Management LP's 13F holdings comparison. The Q4 2022 13F holdings of the company are 217,742 shares, reflecting a 336.5% increase from 49,333 shares in Q3 2022. The Q3 2022 value was $3,284, whereas Q4 2022 value reached $14,333.

Conclusion

Fort Baker Capital Management LP's Q3 2022 to Q4 2022 13F holdings comparison reveals some interesting changes in their portfolio. While some companies like Liberty Broadband Corp are experiencing a decline, others like Flame Acquisition Corp and Brown Forman Corp are demonstrating clear growth. Investors are keeping an eye on the changes, which will have an impact on the stock market in the coming months.