Bayberry Capital Partners as of March 31, 2023
Portfolio Holdings for Bayberry Capital Partners
Bayberry Capital Partners holds 14 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Burford Cap Ord Shs (BUR) | 22.3 | $64M | 5.8M | 11.06 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 12.3 | $35M | 750k | 46.88 | |
| TJX Companies (TJX) | 10.1 | $29M | 366k | 78.36 | |
| Janus International Group In Common Stock (JBI) | 9.6 | $28M | 2.8M | 9.86 | |
| Bwx Technologies (BWXT) | 7.1 | $20M | 320k | 63.04 | |
| Liberty Media Corp Del Com C Braves Grp | 6.8 | $19M | 573k | 33.69 | |
| Pinterest Cl A (PINS) | 6.6 | $19M | 695k | 27.27 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 6.4 | $18M | 360k | 50.46 | |
| Hillman Solutions Corp (HLMN) | 4.9 | $14M | 1.7M | 8.42 | |
| Callaway Golf Company (MODG) | 4.8 | $14M | 630k | 21.62 | |
| Ross Stores (ROST) | 3.9 | $11M | 104k | 106.13 | |
| Cedar Fair Depositry Unit (FUN) | 3.0 | $8.7M | 190k | 45.69 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.1 | $3.2M | 30k | 106.37 | |
| Funko Com Cl A (FNKO) | 1.1 | $3.1M | 333k | 9.43 |
