§ 13F · FUND PROFILE
Bayberry Capital Partners LP.
AUM · $347M (13F)Positions · 26Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$66M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CSTM | CONSTELLIUM SE | 655K | $21M | 7.2% | −25% |
| 2 | SXT | SENSIENT TECHNOLOGIES CORP | 163K | $20M | 6.9% | −32% |
| 3 | GLNG | GOLAR LNG LTD | 349K | $17M | 6.0% | +13% |
| 4 | WWD | WOODWARD INC | 39K | $16M | 5.7% | −3% |
| 5 | CHDN | CHURCHILL DOWNS INC | 178K | $16M | 5.5% | −17% |
| 6 | PRMB | PRIMO BRANDS CORPORATION | 614K | $15M | 5.2% | −17% |
| 7 | WCC | WESCO INTL INC | 38K | $13M | 4.5% | −39% |
| 8 | GFL | GFL ENVIRONMENTAL INC | 335K | $12M | 4.2% | NEW |
| 9 | SOLS | SOLSTICE ADVANCED MATLS INC | 137K | $12M | 4.2% | −12% |
| 10 | VRSN | VERISIGN INC | 47K | $12M | 4.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BAYBERRY SIGNAL
AC read
Bayberry Capital Partners LP is a Other fund managing $347 million in assets. The fund runs a focused portfolio of just 26 positions.
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