Institutional Fund
Bayberry Capital Partners LP
New York, NYCIK 17715245 filings on record
Portfolio Value
$302.59M
Q1 2026
Holdings
28
Reported positions
New Buys
11
Opened this quarter
QoQ Change
-2.7%
from $310.85M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Lionsgate Studios Corp7.4%
- Constellium Se7.1%
- Sensient Technologies Corp6.8%
- Churchill Downs Inc6.4%
- Wesco Intl Inc5.6%
- Golar Lng Ltd5.5%
- Other61.2%
Portfolio Holdings
28 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Lionsgate Studios Corp | 2.32M | $22.28M | 7.4% | −936.9K | Reduced |
| 2 | Constellium Se | 874.0K | $21.48M | 7.1% | +874.0K | New |
| 3 | Sensient Technologies Corp | 239.2K | $20.68M | 6.8% | +32.0K | Added |
| 4 | Churchill Downs Inc | 215.0K | $19.31M | 6.4% | +12.6K | Added |
| 5 | Wesco Intl Inc | 62.2K | $17.02M | 5.6% | −25.9K | Reduced |
| 6 | Golar Lng Ltd | 310.0K | $16.77M | 5.5% | +310.0K | New |
| 7 | Woodward Inc | 40.1K | $14.35M | 4.7% | −15.9K | Reduced |
| 8 | Primo Brands Corporation | 740.7K | $13.95M | 4.6% | −460.0K | Reduced |
| 9 | Clean Harbors Inc | 46.2K | $13.25M | 4.4% | −2.0K | Reduced |
| 10 | U Haul Holding Company | 290.0K | $12.95M | 4.3% | −124.2K | Reduced |
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