Institutions / Bayberry Capital Partners LP
Bayberry Capital Partners LP
CIK 1771524 · Institution · as of Dec 31, 2025
Portfolio value
$310.85M
Positions
24
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Lionsgate Studios Corp. | $29.76M | 9.6% |
| Churchill Downs Inc | $23.03M | 7.4% |
| Wesco International Inc | $21.55M | 6.9% |
| Primo Brands Corp | $19.63M | 6.3% |
| Sensient Technologies Corp | $19.47M | 6.3% |
| U-Haul Holding Co | $19.36M | 6.2% |
| Woodward Inc | $16.93M | 5.4% |
| AerCap Holdings N.V. | $16.19M | 5.2% |
| Jbs N.V. | $14.45M | 4.6% |
| Atlanta Braves Holdings, Inc. | $13.81M | 4.4% |
| Solstice Advanced Materials Inc. | $13.55M | 4.4% |
| Celsius Holdings, Inc. | $13.40M | 4.3% |
| Core & Main, Inc. | $13.36M | 4.3% |
| Clean Harbors Inc | $11.30M | 3.6% |
| Lineage, Inc.LINE | $10.98M | 3.5% |
| TJX Cos Inc/The | $10.48M | 3.4% |
| United Airlines Holdings Inc | $9.88M | 3.2% |
| Acuity Inc | $9.83M | 3.2% |
| QuidelOrtho Corp | $8.80M | 2.8% |
| Griffon Corp | $4.79M | 1.5% |
| Victoria's Secret & Co. | $4.21M | 1.4% |
| International Flavors & Fragrances Inc | $3.98M | 1.3% |
| Gap Inc | $1.85M | 0.6% |
| Funko, Inc.FNKO | $272.0K | 0.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.