Holders — by stockHoldings — by fund
Bayberry Capital Partners LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001771524
$290.2M
disclosed book value
27
positions
7.2%
largest position share
Positions, as of 2026-06-30
top 27 of 27 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CSTMCONSTELLIUM SE | 655,000 | $20.9M | 7.2% |
| 2 | SXTSENSIENT TECHNOLOGIES CORP | 163,000 | $20.1M | 6.9% |
| 3 | GLNGGOLAR LNG LTD | 349,000 | $17.4M | 6% |
| 4 | WWDWOODWARD INC | 38,700 | $16.5M | 5.7% |
| 5 | CHDNCHURCHILL DOWNS INC | 178,000 | $16.0M | 5.5% |
| 6 | PRMBPRIMO BRANDS CORPORATION | 614,000 | $15.0M | 5.2% |
| 7 | WCCWESCO INTL INC | 37,700 | $13.0M | 4.5% |
| 8 | GFLGFL ENVIRONMENTAL INC | 335,000 | $12.3M | 4.2% |
| 9 | SOLSSOLSTICE ADVANCED MATLS INC | 137,000 | $12.1M | 4.2% |
| 10 | VRSNVERISIGN INC | 47,300 | $11.9M | 4.1% |
| 11 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 24,000 | $11.5M | 3.9% |
| 12 | LIONLIONSGATE STUDIOS CORP | 720,000 | $11.0M | 3.8% |
| 13 | BATRKATLANTA BRAVES HLDGS INC | 210,000 | $10.9M | 3.8% |
| 14 | UHAL/BU HAUL HOLDING COMPANY | 185,000 | $10.7M | 3.7% |
| 15 | JBSJBS N.V. | 855,000 | $10.1M | 3.5% |
| 16 | TJXTJX COS INC NEW | 64,000 | $9.7M | 3.3% |
| 17 | CLHCLEAN HARBORS INC | 30,700 | $9.2M | 3.2% |
| 18 | VSECVSE CORP | 37,400 | $8.5M | 2.9% |
| 19 | RTXRTX CORPORATION | 41,900 | $7.9M | 2.7% |
| 20 | FAFFIRST AMERN FINL CORP | 112,000 | $7.7M | 2.6% |
| 21 | TBBBBBB FOODS INC | 168,500 | $7.0M | 2.4% |
| 22 | VFCV F CORP | 402,000 | $6.7M | 2.3% |
| 23 | CELHCELSIUS HLDGS INC | 226,500 | $6.6M | 2.3% |
| 24 | CTRNCITI TRENDS INC | 110,410 | $6.4M | 2.2% |
| 25 | COLDAMERICOLD REALTY TRUST INC | 240,000 | $3.8M | 1.3% |
| 26 | LINELINEAGE INC | 87,000 | $3.8M | 1.3% |
| 27 | GWREGUIDEWIRE SOFTWARE INC | 28,500 | $3.5M | 1.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.