Bayberry Capital Partners as of March 31, 2025
Portfolio Holdings for Bayberry Capital Partners
Bayberry Capital Partners holds 18 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carpenter Technology Corporation (CRS) | 24.9 | $90M | 498k | 181.18 | |
| Sensient Technologies Corporation (SXT) | 7.9 | $29M | 384k | 74.43 | |
| Lionsgate Studios Corp | 7.7 | $28M | 3.7M | 7.47 | |
| U Haul Holding Company Com Ser N (UHAL.B) | 7.1 | $26M | 433k | 59.18 | |
| Alight Com Cl A (ALIT) | 7.0 | $25M | 4.3M | 5.93 | |
| WESCO International (WCC) | 6.3 | $23M | 146k | 155.30 | |
| Quidel Corp (QDEL) | 5.0 | $18M | 518k | 34.97 | |
| Aercap Holdings Nv SHS (AER) | 4.8 | $17M | 170k | 102.17 | |
| Atlanta Braves Hldgs Com Ser C (BATRK) | 4.5 | $17M | 412k | 40.01 | |
| Dollar Tree (DLTR) | 4.0 | $15M | 194k | 75.07 | |
| TJX Companies (TJX) | 3.6 | $13M | 108k | 121.80 | |
| Woodward Governor Company (WWD) | 3.5 | $13M | 70k | 182.49 | |
| Victorias Secret And Common Stock (VSCO) | 3.4 | $12M | 660k | 18.58 | |
| McGrath Rent (MGRC) | 2.8 | $10M | 90k | 111.40 | |
| Dun & Bradstreet Hldgs | 2.4 | $8.6M | 959k | 8.94 | |
| Nvent Electric SHS (NVT) | 2.3 | $8.4M | 160k | 52.42 | |
| Vertiv Holdings Com Cl A (VRT) | 1.6 | $5.8M | 80k | 72.20 | |
| Foot Locker | 1.3 | $4.7M | 334k | 14.10 |
