Bayberry Capital Partners as of Dec. 31, 2025
Portfolio Holdings for Bayberry Capital Partners
Bayberry Capital Partners holds 24 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lionsgate Studios Corp (LION) | 10.9 | $34M | 3.8M | 9.13 | |
| Churchill Downs (CHDN) | 7.3 | $23M | 202k | 113.78 | |
| WESCO International (WCC) | 6.8 | $22M | 88k | 244.64 | |
| Primo Brands Corporation Class A Com Shs (PRMB) | 6.2 | $20M | 1.2M | 16.35 | |
| Sensient Technologies Corporation (SXT) | 6.2 | $20M | 207k | 93.95 | |
| U Haul Holding Company Com Ser N (UHAL.B) | 6.1 | $19M | 414k | 46.74 | |
| Woodward Governor Company (WWD) | 5.4 | $17M | 56k | 302.32 | |
| Aercap Holdings Nv SHS (AER) | 5.1 | $16M | 113k | 143.76 | |
| JBS Cl A Shs (JBS) | 4.6 | $14M | 1.0M | 14.42 | |
| Atlanta Braves Hldgs Com Ser C (BATRK) | 4.4 | $14M | 350k | 39.45 | |
| Solstice Advanced Matls Com Shs (SOLS) | 4.3 | $14M | 279k | 48.58 | |
| Celsius Hldgs Com New (CELH) | 4.2 | $13M | 293k | 45.74 | |
| Core & Main Cl A (CNM) | 4.2 | $13M | 257k | 51.97 | |
| Clean Harbors (CLH) | 3.6 | $11M | 48k | 234.48 | |
| Lineage (LINE) | 3.5 | $11M | 314k | 35.00 | |
| TJX Companies (TJX) | 3.3 | $11M | 68k | 153.61 | |
| Hldgs (UAL) | 3.1 | $9.9M | 88k | 111.82 | |
| Acuity Brands (AYI) | 3.1 | $9.8M | 27k | 360.04 | |
| Quidel Corp (QDEL) | 2.8 | $8.8M | 308k | 28.56 | |
| Griffon Corporation (GFF) | 1.5 | $4.8M | 65k | 73.65 | |
| Victorias Secret And Common Stock (VSCO) | 1.3 | $4.2M | 78k | 54.17 | |
| International Flavors & Fragrances (IFF) | 1.3 | $4.0M | 59k | 67.39 | |
| Gap (GAP) | 0.6 | $1.8M | 72k | 25.60 | |
| Funko Com Cl A (FNKO) | 0.1 | $272k | 80k | 3.40 |
