Bayberry Capital Partners as of March 31, 2020
Portfolio Holdings for Bayberry Capital Partners
Bayberry Capital Partners holds 20 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Willscot Corp | 11.1 | $27M | 2.7M | 10.13 | |
| Berry Plastics (BERY) | 8.7 | $21M | 633k | 33.71 | |
| Elf Beauty (ELF) | 8.2 | $20M | 2.1M | 9.84 | |
| Verisign (VRSN) | 7.6 | $19M | 104k | 180.09 | |
| Cannae Holdings (CNNE) | 7.1 | $17M | 519k | 33.49 | |
| Scorpio Tankers (STNG) | 6.7 | $17M | 864k | 19.12 | |
| Industrial Logistics pfds, reits (ILPT) | 6.5 | $16M | 906k | 17.54 | |
| Copart (CPRT) | 6.2 | $15M | 221k | 68.52 | |
| LHC | 6.1 | $15M | 107k | 140.20 | |
| Univar | 5.5 | $14M | 1.3M | 10.72 | |
| Hd Supply | 5.2 | $13M | 450k | 28.43 | |
| Godaddy Inc cl a (GDDY) | 4.2 | $10M | 180k | 57.11 | |
| CBOE Holdings (CBOE) | 3.4 | $8.4M | 94k | 89.26 | |
| Realreal (REAL) | 3.0 | $7.5M | 1.1M | 7.01 | |
| Pennant Group (PNTG) | 2.7 | $6.7M | 472k | 14.16 | |
| Dht Holdings (DHT) | 2.4 | $5.9M | 775k | 7.67 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 2.1 | $5.1M | 1.3M | 4.06 | |
| Tuscan Holdings Corp | 1.3 | $3.2M | 322k | 9.97 | |
| Crown Holdings (CCK) | 1.1 | $2.8M | 48k | 58.04 | |
| Constellium Se cl a (CSTM) | 0.8 | $2.1M | 395k | 5.21 |
