Bayberry Capital Partners as of Sept. 30, 2022
Portfolio Holdings for Bayberry Capital Partners
Bayberry Capital Partners holds 13 positions in its portfolio as reported in the September 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) | 14.2 | $49M | 1.2M | 40.33 | |
| Ark Etf Tr Innovation Etf Call Option (ARKK) | 11.0 | $38M | 1.0M | 37.73 | |
| Janus International Group In Common Stock (JBI) | 10.6 | $36M | 4.1M | 8.92 | |
| Burford Cap Ord Shs (BUR) | 10.3 | $36M | 4.7M | 7.50 | |
| Zurn Water Solutions Corp Zws (ZWS) | 9.4 | $33M | 1.3M | 24.50 | |
| Hillman Solutions Corp (HLMN) | 7.1 | $25M | 3.3M | 7.54 | |
| Funko Com Cl A (FNKO) | 6.9 | $24M | 1.2M | 20.22 | |
| Liberty Media Corp Del Com C Braves Grp | 6.1 | $21M | 761k | 27.50 | |
| Bwx Technologies (BWXT) | 5.9 | $20M | 401k | 50.37 | |
| Callaway Golf Company (MODG) | 5.4 | $19M | 968k | 19.26 | |
| Berry Plastics (BERY) | 5.2 | $18M | 385k | 46.53 | |
| Arthur J. Gallagher & Co. (AJG) | 4.6 | $16M | 92k | 171.22 | |
| Pinterest Cl A (PINS) | 3.2 | $11M | 476k | 23.30 |
