Bayberry Capital Partners as of June 30, 2026
Portfolio Holdings for Bayberry Capital Partners
Bayberry Capital Partners holds 27 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Constellium Se Cl A Shs (CSTM) | 7.2 | $21M | 655k | 31.87 | |
| Sensient Technologies Corporation (SXT) | 6.9 | $20M | 163k | 123.29 | |
| Golar Lng SHS (GLNG) | 6.0 | $17M | 349k | 49.84 | |
| Woodward Governor Company (WWD) | 5.7 | $17M | 39k | 425.44 | |
| Churchill Downs (CHDN) | 5.5 | $16M | 178k | 89.64 | |
| Primo Brands Corporation Class A Com Shs (PRMB) | 5.2 | $15M | 614k | 24.44 | |
| WESCO International (WCC) | 4.5 | $13M | 38k | 345.43 | |
| Gfl Environmental Sub Vtg Shs (GFL) | 4.2 | $12M | 335k | 36.79 | |
| Solstice Advanced Matls Com Shs (SOLS) | 4.2 | $12M | 137k | 88.60 | |
| Verisign (VRSN) | 4.1 | $12M | 47k | 251.56 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 3.9 | $12M | 24k | 477.57 | |
| Lionsgate Studios Corp (LION) | 3.8 | $11M | 720k | 15.31 | |
| Atlanta Braves Hldgs Com Ser C (BATRK) | 3.8 | $11M | 210k | 51.90 | |
| U Haul Holding Company Com Ser N (UHAL.B) | 3.7 | $11M | 185k | 57.70 | |
| JBS Cl A Shs (JBS) | 3.5 | $10M | 855k | 11.85 | |
| TJX Companies (TJX) | 3.3 | $9.7M | 64k | 151.50 | |
| Clean Harbors (CLH) | 3.2 | $9.2M | 31k | 298.75 | |
| VSE Corporation (VSEC) | 2.9 | $8.5M | 37k | 228.50 | |
| Raytheon Technologies Corp (RTX) | 2.7 | $7.9M | 42k | 189.73 | |
| First American Financial (FAF) | 2.6 | $7.7M | 112k | 68.59 | |
| Bbb Foods Cl A Com (TBBB) | 2.4 | $7.0M | 169k | 41.67 | |
| V.F. Corporation (VFC) | 2.3 | $6.7M | 402k | 16.68 | |
| Celsius Hldgs Com New (CELH) | 2.3 | $6.6M | 227k | 29.28 | |
| Citi Trends (CTRN) | 2.2 | $6.4M | 110k | 57.84 | |
| Americold Rlty Tr (COLD) | 1.3 | $3.8M | 240k | 15.72 | |
| Lineage (LINE) | 1.3 | $3.8M | 87k | 43.25 | |
| Guidewire Software (GWRE) | 1.2 | $3.5M | 29k | 123.05 |
