Bayberry Capital Partners LP
Q2 2025 13F Holdings
- Locationnew york, NY
- Num holdings
23
- Value ($000)
$311,320
- Date Filed08/14/2025
- Form type13F-HR
- CIK0001771524
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SSF SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | $29.56 M | 10 % | 300,000 | ||
WCC WESCO INTL INC | COM | 95082P105 | $26.82 M | 9 % | 144,800 | ||
LIONSGATE STUDIOS CORP | COM | 53626N102 | $23.56 M | 8 % | 4,055,181 | ||
UHAL/B U HAUL HOLDING COMPANY | COM SER N | 023586506 | $23.11 M | 7 % | 425,141 | ||
BATRK ATLANTA BRAVES HLDGS INC | COM SER C | 047726302 | $20.19 M | 7 % | 431,700 | ||
AER AERCAP HOLDINGS NV | SHS | N00985106 | $19.20 M | 6 % | 164,100 | ||
PRIMO BRANDS CORPORATION | CLASS A COM SHS | 741623102 | $15.97 M | 5 % | 539,100 | ||
WWD WOODWARD INC | COM | 980745103 | $15.37 M | 5 % | 62,700 | ||
TJX COS INC NEW | COM | 872540109 | $13.35 M | 4 % | 108,100 | ||
ATMU ATMUS FILTRATION TECHNOLOGIE | COM | 04956D107 | $12.76 M | 4 % | 350,300 |
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