Kimelman & Baird, LLC Purchases and Sells in Q3 2025

Kimelman & Baird, LLC

$1.28 Trillion
Q3 2025

Top Buys

Incresed Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MRVL	166K + 207.09%	$62.31 - $84.07 $10.4M - $14M	247K $20.7B
TJX	2.57K + 0.76%	$121.35 - $144.54 $311K - $371K	338K $48.9B
BX	581 + 0.18%	$152.77 - $188.68 $88.8K - $110K	317K $54.2B
HD	253 + 0.21%	$357.4 - $423.42 $90.4K - $107K	118K $48B
MDT	30K + 21.57%	$87.67 - $95.74 $2.63M - $2.87M	169K $16.1B
KAR	10.1K + 1.27%	$24.17 - $29.62 $245K - $300K	809K $23.3B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TRAVELERS COMPANIES INC	8.51K New	N/A	8.51K $2.38B
ABNB	1.15K New	$118.3 - $142.16 $136K - $163K	1.15K $140M
RTX	456 New	$144.19 - $167.33 $65.8K - $76.3K	456 $76.3M
PML	8.27K New	$7.11 - $7.91 $58.8K - $65.4K	8.27K $65.4M
PLTR	300 New	$130.68 - $186.97 $39.2K - $56.1K	300 $54.7M
TARGET CORP	350 New	N/A	350 $31.4M

Top Sells

Reduced Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UPS	-135K - 99.45%	$82.58 - $105.54 $11.2M - $14.3M	742 $62M
DMRC	-5.48K - 0.86%	$7.94 - $13.7 $43.5K - $75.1K	635K $6.21B
LLY	-564 - 1.27%	$625.65 - $812.69 $353K - $458K	43.7K $33.4B
CAC	-1.55K - 1.05%	$36.6 - $43.51 $56.8K - $67.5K	146K $5.64B
KWR	-2.4K - 60.27%	$114.42 - $145.36 $275K - $349K	1.58K $208M
TFX	-1.5K - 46.9%	$109.79 - $132.5 $165K - $199K	1.7K $208M

Activity Summary All Purchases 33 New Holdings 7 Increased Positions 26 All Sells 48 Reductions 48 Sold out 0 Calls 0 Puts 0

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