Bayberry Capital Partners LP: 13F holdings
CIK 17715242026Q2
| Positions | 27 |
|---|---|
| Reported value | $290.2m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| CONSTELLIUM SE | 655,000 | $20.9m | 7.2% |
| SXT SENSIENT TECHNOLOGIES CORP | 163,000 | $20.1m | 6.9% |
| GOLAR LNG LTD | 349,000 | $17.4m | 6.0% |
| WWD WOODWARD INC | 38,700 | $16.5m | 5.7% |
| CHDN CHURCHILL DOWNS INC | 178,000 | $16.0m | 5.5% |
| PRMB PRIMO BRANDS CORPORATION | 614,000 | $15.0m | 5.2% |
| WCC WESCO INTL INC | 37,700 | $13.0m | 4.5% |
| GFL GFL ENVIRONMENTAL INC | 335,000 | $12.3m | 4.2% |
| SOLS SOLSTICE ADVANCED MATLS INC | 137,000 | $12.1m | 4.2% |
| VRSN VERISIGN INC | 47,300 | $11.9m | 4.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1771524")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.