What Bayberry Capital Partners LP reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1771524 · Filed Aug 14, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| 163K |
| −31.9% |
| $20.1M |
| 6.9% |
GLNGGolar LNG Ltd | 349K | +12.6% | $17.4M | 6% |
WWDWoodward, Inc. | 38.7K | −3.5% | $16.5M | 5.7% |
CHDNChurchill Downs Inc | 178K | −17.2% | $16M | 5.5% |
PRMBPrimo Brands Corp | 614K | −17.1% | $15M | 5.2% |
WCCWesco International Inc | 37.7K | −39.4% | $13M | 4.5% |
GFLGFL Environmental Inc. | 335K | New | $12.3M | 4.2% |
SOLSSolstice Advanced Materials Inc. | 137K | −12.0% | $12.1M | 4.2% |
VRSNVerisign Inc | 47.3K | New | $11.9M | 4.1% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 24K | New | $11.5M | 3.9% |
LIONLionsgate Studios Corp. | 720K | −69.0% | $11M | 3.8% |
BATRKAtlanta Braves Holdings, Inc. | 210K | −27.8% | $10.9M | 3.8% |
U HAUL HOLDING COMPANYCOM SER N | 185K | −36.2% | $10.7M | 3.7% |
JBSJBS N.V. | 855K | +57.9% | $10.1M | 3.5% |
TJXTJX Companies Inc | 64K | ±0% | $9.7M | 3.3% |
CLHClean Harbors Inc | 30.7K | −33.5% | $9.2M | 3.2% |
VSECVSE Corp | 37.4K | New | $8.5M | 2.9% |
RTXRTX Corp | 41.9K | +15.7% | $7.9M | 2.7% |
FAFFirst American Financial Corp | 112K | New | $7.7M | 2.6% |
TBBBBBB Foods Inc | 168.5K | New | $7M | 2.4% |
VFCV F Corp | 402K | New | $6.7M | 2.3% |
CELHCelsius Holdings, Inc. | 226.5K | +7.9% | $6.6M | 2.3% |
CTRNCiti Trends Inc | 110.4K | −35.1% | $6.4M | 2.2% |
COLDAmericold Realty Trust | 240K | −37.1% | $3.8M | 1.3% |
LINELineage, Inc. | 87K | −34.6% | $3.8M | 1.3% |
GWREGuidewire Software, Inc. | 28.5K | ±0% | $3.5M | 1.2% |
