§ 13F · FUND PROFILE
Bayberry Capital Partners LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 25Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$315.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | LION | LIONSGATE STUDIOS CORP | 3.26M | $29.8T | 9.4% | NEW |
| 2 | CHDN | CHURCHILL DOWNS INC | 202K | $23.0T | 7.3% | NEW |
| 3 | WCC | WESCO INTL INC | 88K | $21.6T | 6.8% | NEW |
| 4 | PRMB | PRIMO BRANDS CORPORATION | 1.20M | $19.6T | 6.2% | NEW |
| 5 | SXT | SENSIENT TECHNOLOGIES CORP | 207K | $19.5T | 6.2% | NEW |
| 6 | UHAL/B | U HAUL HOLDING COMPANY | 414K | $19.4T | 6.1% | NEW |
| 7 | WWD | WOODWARD INC | 56K | $16.9T | 5.4% | NEW |
| 8 | AER | AERCAP HOLDINGS NV | 113K | $16.2T | 5.1% | NEW |
| 9 | JBS | JBS N.V. | 1.00M | $14.4T | 4.6% | NEW |
| 10 | BATRK | ATLANTA BRAVES HLDGS INC | 350K | $13.8T | 4.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BAYBERRY SIGNAL
AC read
Bayberry Capital Partners LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed