Bayberry Capital Partners as of Dec. 31, 2024
Portfolio Holdings for Bayberry Capital Partners
Bayberry Capital Partners holds 16 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carpenter Technology Corporation (CRS) | 15.8 | $41M | 244k | 169.71 | |
| U Haul Holding Company Com Ser N (UHAL.B) | 10.9 | $29M | 448k | 64.05 | |
| Hldgs (UAL) | 7.8 | $20M | 210k | 97.10 | |
| Quidel Corp (QDEL) | 7.1 | $19M | 420k | 44.55 | |
| WESCO International (WCC) | 6.9 | $18M | 100k | 180.96 | |
| Atmus Filtration Technologies Ord (ATMU) | 6.8 | $18M | 453k | 39.18 | |
| Alight Com Cl A (ALIT) | 6.6 | $17M | 2.5M | 6.92 | |
| Aercap Holdings Nv SHS (AER) | 6.2 | $16M | 170k | 95.70 | |
| Dun & Bradstreet Hldgs | 5.6 | $15M | 1.2M | 12.46 | |
| Liberty Global Com Cl A (LBTYA) | 5.3 | $14M | 1.1M | 12.76 | |
| Atlanta Braves Hldgs Com Ser C (BATRK) | 5.2 | $14M | 357k | 38.26 | |
| TJX Companies (TJX) | 5.0 | $13M | 108k | 120.81 | |
| Dollar Tree (DLTR) | 4.1 | $11M | 142k | 74.94 | |
| McGrath Rent (MGRC) | 3.3 | $8.6M | 77k | 111.82 | |
| Foot Locker | 2.4 | $6.4M | 292k | 21.76 | |
| Lionsgate Studios Corp | 1.2 | $3.0M | 401k | 7.60 |
