Bayberry Capital Partners as of Dec. 31, 2019
Portfolio Holdings for Bayberry Capital Partners
Bayberry Capital Partners holds 14 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Willscot Corp | 18.0 | $39M | 2.1M | 18.49 | |
| Scorpio Tankers (STNG) | 12.3 | $27M | 675k | 39.34 | |
| Cannae Holdings (CNNE) | 11.0 | $24M | 637k | 37.19 | |
| Industrial Logistics pfds, reits (ILPT) | 9.0 | $19M | 867k | 22.42 | |
| Univar | 8.6 | $19M | 762k | 24.24 | |
| Gildan Activewear Inc Com Cad (GIL) | 8.3 | $18M | 610k | 29.53 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 6.6 | $14M | 847k | 16.84 | |
| Laureate Education Inc cl a (LAUR) | 6.2 | $13M | 760k | 17.61 | |
| Realreal (REAL) | 6.0 | $13M | 684k | 18.85 | |
| Verisign (VRSN) | 5.5 | $12M | 62k | 192.68 | |
| Pennant Group (PNTG) | 4.7 | $10M | 309k | 33.07 | |
| Tuscan Holdings Corp | 1.5 | $3.2M | 322k | 9.96 | |
| At Home Group | 1.3 | $2.8M | 500k | 5.50 | |
| Williams-Sonoma (WSM) | 1.1 | $2.3M | 32k | 73.43 |
