Universe · entity
Bayberry Capital Partners LP
Institutional manager (13F) · CIK 1771524
13F holdings · as of 2026-03-31 · top 28 · reported portfolio $303M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | LIONSGATE STUDIOS CORP | $22M | 2,323,099 |
| 2 | CONSTELLIUM SE | $21M | 874,000 |
| 3 | SENSIENT TECHNOLOGIES CORP | $21M | 239,200 |
| 4 | CHURCHILL DOWNS INC | $19M | 215,000 |
| 5 | WESCO INTL INC | $17M | 62,200 |
| 6 | GOLAR LNG LTD | $17M | 310,000 |
| 7 | WOODWARD INC | $14M | 40,100 |
| 8 | PRIMO BRANDS CORPORATION | $14M | 740,700 |
| 9 | CLEAN HARBORS INC | $13M | 46,200 |
| 10 | U HAUL HOLDING COMPANY | $13M | 290,000 |
| 11 | ATLANTA BRAVES HLDGS INC | $12M | 291,000 |
| 12 | AAR CORP | $12M | 110,000 |
| 13 | SOLSTICE ADVANCED MATLS INC | $12M | 155,700 |
| 14 | PVH CORPORATION | $11M | 156,000 |
| 15 | TJX COS INC NEW | $10M | 64,000 |
| 16 | JBS N.V. | $10M | 541,600 |
| 17 | AERCAP HOLDINGS NV | $9M | 68,500 |
| 18 | MOODYS CORP | $8M | 17,340 |
| 19 | CELSIUS HLDGS INC | $7M | 210,000 |
| 20 | CITI TRENDS INC | $7M | 170,100 |
| 21 | RTX CORPORATION | $7M | 36,200 |
| 22 | QUIDELORTHO CORP | $5M | 282,600 |
| 23 | AMERICOLD REALTY TRUST INC | $4M | 381,300 |
| 24 | LINEAGE INC | $4M | 133,000 |
| 25 | GUIDEWIRE SOFTWARE INC | $4M | 28,500 |
| 26 | ROSS STORES INC | $4M | 19,600 |
| 27 | BURLINGTON STORES INC | $2M | 5,920 |
| 28 | FUNKO INC | $819k | 260,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.