Bayberry Capital Partners as of Dec. 31, 2020
Portfolio Holdings for Bayberry Capital Partners
Bayberry Capital Partners holds 16 positions in its portfolio as reported in the December 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) | 13.9 | $50M | 2.1M | 23.17 | |
| Berry Plastics (BERY) | 10.6 | $38M | 672k | 56.19 | |
| Copart (CPRT) | 9.3 | $33M | 260k | 127.25 | |
| Elf Beauty (ELF) | 8.0 | $29M | 1.1M | 25.19 | |
| Purple Innovatio (PRPL) | 7.4 | $26M | 800k | 32.94 | |
| FTI Consulting (FCN) | 6.1 | $22M | 195k | 111.72 | |
| Godaddy Cl A (GDDY) | 5.9 | $21M | 253k | 82.95 | |
| LHC | 5.7 | $20M | 95k | 213.32 | |
| Pinterest Cl A (PINS) | 5.4 | $19M | 293k | 65.90 | |
| At Home Group | 5.1 | $18M | 1.2M | 15.46 | |
| Cannae Holdings (CNNE) | 5.0 | $18M | 405k | 44.27 | |
| Sea Sponsord Ads (SE) | 4.6 | $17M | 83k | 199.05 | |
| Booking Holdings (BKNG) | 4.2 | $15M | 6.8k | 2227.22 | |
| Univar | 3.9 | $14M | 735k | 19.01 | |
| Dun & Bradstreet Hldgs (DNB) | 3.0 | $11M | 428k | 24.90 | |
| TJX Companies (TJX) | 2.0 | $7.0M | 102k | 68.29 |
