Bayberry Capital Partners as of March 31, 2021
Portfolio Holdings for Bayberry Capital Partners
Bayberry Capital Partners holds 18 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 15.3 | $50M | 1.8M | 27.75 | |
| Berry Plastics (BERY) | 12.1 | $40M | 650k | 61.40 | |
| Juniper Indl Hldgs Com Cl A | 9.0 | $30M | 2.4M | 12.40 | |
| Purple Innovatio (PRPL) | 7.5 | $25M | 778k | 31.65 | |
| FTI Consulting (FCN) | 7.5 | $25M | 175k | 140.11 | |
| Godaddy Cl A (GDDY) | 7.2 | $24M | 307k | 77.62 | |
| Dun & Bradstreet Hldgs (DNB) | 6.8 | $23M | 945k | 23.81 | |
| Pinterest Cl A (PINS) | 6.5 | $21M | 288k | 74.03 | |
| Booking Holdings (BKNG) | 6.2 | $20M | 8.7k | 2329.90 | |
| Elf Beauty (ELF) | 6.0 | $20M | 734k | 26.83 | |
| LHC | 5.5 | $18M | 95k | 191.21 | |
| Cannae Holdings (CNNE) | 4.9 | $16M | 405k | 39.62 | |
| Sea Sponsord Ads (SE) | 3.7 | $12M | 55k | 223.23 | |
| Artius Acquisition Com Cl A | 0.8 | $2.6M | 260k | 10.10 | |
| Juniper Indl Hldgs *w Exp 11/13/202 | 0.4 | $1.2M | 435k | 2.75 | |
| Cohn Robbins Holdings Corp Com Cl A | 0.3 | $1.1M | 114k | 9.83 | |
| Athlon Acquisition Corp Unit 01/12/2026 | 0.3 | $989k | 100k | 9.89 | |
| Authentic Equity Acquistn Unit 10/31/2027 | 0.0 | $99k | 10k | 9.90 |
