Bayberry Capital Partners as of March 31, 2022
Portfolio Holdings for Bayberry Capital Partners
Bayberry Capital Partners holds 13 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 16.0 | $50M | 1.3M | 39.13 | |
| Hillman Solutions Corp (HLMN) | 12.2 | $38M | 3.2M | 11.88 | |
| Janus International Group In Common Stock (JBI) | 11.8 | $37M | 4.1M | 9.00 | |
| Zurn Water Solutions Corp Zws (ZWS) | 11.5 | $36M | 1.0M | 35.40 | |
| Arthur J. Gallagher & Co. (AJG) | 8.8 | $27M | 157k | 174.60 | |
| Burford Cap Ord Shs (BUR) | 8.7 | $27M | 3.0M | 9.19 | |
| Berry Plastics (BERY) | 7.1 | $22M | 385k | 57.96 | |
| Cannae Holdings (CNNE) | 6.5 | $21M | 855k | 23.92 | |
| Wright Express (WEX) | 5.4 | $17M | 95k | 178.45 | |
| Tempur-Pedic International (TPX) | 4.4 | $14M | 495k | 27.92 | |
| Pinterest Cl A (PINS) | 3.2 | $9.9M | 402k | 24.61 | |
| Purple Innovatio (PRPL) | 2.8 | $8.7M | 1.5M | 5.85 | |
| Funko Com Cl A (FNKO) | 1.7 | $5.2M | 300k | 17.25 |
