Bayberry Capital Partners

Bayberry Capital Partners as of March 31, 2026

Portfolio Holdings for Bayberry Capital Partners

Bayberry Capital Partners holds 29 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lionsgate Studios Corp (LION) 8.4 $27M 2.8M 9.59
Constellium Se Cl A Shs (CSTM) 6.6 $22M 874k 24.58
Sensient Technologies Corporation (SXT) 6.4 $21M 239k 86.44
Churchill Downs (CHDN) 6.0 $19M 215k 89.83
WESCO International (WCC) 5.3 $17M 62k 273.62
Golar Lng SHS (GLNG) 5.2 $17M 310k 54.11
Dick's Sporting Goods Call Option (DKS) 4.9 $16M 80k 198.29
Woodward Governor Company (WWD) 4.4 $14M 40k 357.92
Primo Brands Corporation Class A Com Shs (PRMB) 4.3 $14M 741k 18.83
Clean Harbors (CLH) 4.1 $13M 46k 286.73
U Haul Holding Company Com Ser N (UHAL.B) 4.0 $13M 290k 44.67
Atlanta Braves Hldgs Com Ser C (BATRK) 3.8 $12M 291k 42.70
Aar (AIR) 3.7 $12M 110k 109.46
Solstice Advanced Matls Com Shs (SOLS) 3.7 $12M 156k 76.16
Pvh Corporation (PVH) 3.4 $11M 156k 69.76
TJX Companies (TJX) 3.2 $10M 64k 159.70
JBS Cl A Shs (JBS) 3.0 $9.7M 542k 17.96
Aercap Holdings Nv SHS (AER) 2.9 $9.4M 69k 137.18
Moody's Corporation (MCO) 2.3 $7.6M 17k 436.25
Celsius Hldgs Com New (CELH) 2.3 $7.5M 210k 35.48
Citi Trends (CTRN) 2.3 $7.4M 170k 43.32
Raytheon Technologies Corp (RTX) 2.2 $7.0M 36k 192.90
Quidel Corp (QDEL) 1.4 $4.6M 283k 16.43
Americold Rlty Tr (COLD) 1.4 $4.4M 381k 11.46
Lineage (LINE) 1.3 $4.4M 133k 32.76
Guidewire Software (GWRE) 1.3 $4.3M 29k 149.56
Ross Stores (ROST) 1.3 $4.2M 20k 216.63
Burlington Stores (BURL) 0.6 $1.9M 5.9k 325.38
Funko Com Cl A (FNKO) 0.3 $819k 260k 3.15