Bayberry Capital Partners as of Sept. 30, 2020
Portfolio Holdings for Bayberry Capital Partners
Bayberry Capital Partners holds 19 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 11.7 | $41M | 2.5M | 16.68 | |
| Berry Plastics (BERY) | 9.3 | $33M | 675k | 48.32 | |
| Elf Beauty (ELF) | 8.9 | $31M | 1.7M | 18.37 | |
| Copart (CPRT) | 8.8 | $31M | 293k | 105.16 | |
| Pinterest Cl A (PINS) | 6.6 | $23M | 558k | 41.51 | |
| LHC | 5.8 | $20M | 95k | 212.56 | |
| At Home Group | 4.7 | $17M | 1.1M | 14.86 | |
| Purple Innovatio (PRPL) | 4.6 | $16M | 650k | 24.86 | |
| FTI Consulting (FCN) | 4.5 | $16M | 149k | 105.97 | |
| Univar | 4.5 | $16M | 923k | 16.88 | |
| Hd Supply | 4.4 | $15M | 369k | 41.24 | |
| Cannae Holdings (CNNE) | 4.3 | $15M | 405k | 37.26 | |
| Godaddy Cl A (GDDY) | 4.2 | $15M | 193k | 75.97 | |
| TJX Companies (TJX) | 3.7 | $13M | 232k | 55.65 | |
| Dun & Bradstreet Hldgs (DNB) | 3.6 | $13M | 495k | 25.66 | |
| Sportsmans Whse Hldgs (SPWH) | 3.6 | $13M | 885k | 14.31 | |
| Booking Holdings (BKNG) | 2.7 | $9.5M | 5.5k | 1710.75 | |
| Flws/1-800 Flowers Cl A (FLWS) | 2.4 | $8.5M | 340k | 24.94 | |
| Cdk Global Inc equities | 1.5 | $5.3M | 121k | 43.59 |
