Bayberry Capital Partners as of Dec. 31, 2022
Portfolio Holdings for Bayberry Capital Partners
Bayberry Capital Partners holds 11 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 14.7 | $40M | 875k | 45.17 | |
| Burford Cap Ord Shs (BUR) | 14.4 | $39M | 4.8M | 8.15 | |
| Zurn Water Solutions Corp Zws (ZWS) | 11.0 | $30M | 1.4M | 21.15 | |
| Janus International Group In Common Stock (JBI) | 10.3 | $28M | 2.9M | 9.52 | |
| Bwx Technologies (BWXT) | 7.8 | $21M | 360k | 58.08 | |
| Funko Com Cl A (FNKO) | 7.7 | $21M | 1.9M | 10.91 | |
| Pinterest Cl A (PINS) | 7.6 | $20M | 837k | 24.28 | |
| Callaway Golf Company (MODG) | 7.6 | $20M | 1.0M | 19.75 | |
| Liberty Media Corp Del Com C Braves Grp | 7.5 | $20M | 620k | 32.23 | |
| Hillman Solutions Corp (HLMN) | 6.3 | $17M | 2.3M | 7.21 | |
| TJX Companies (TJX) | 5.0 | $14M | 170k | 79.60 |
