Bayberry Capital Partners LP
Q4 2025 13F Holdings
- Locationnew york, NY
- Num holdings
25
- Value ($000)
$315,419
- Date Filed02/17/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
LIONSGATE STUDIOS CORP | COM | 53626N102 | $29.76M | 9 % | 3,260,000 | ||
CHURCHILL DOWNS INC | COM | 171484108 | $23.03M | 7 % | 202,400 | ||
WESCO INTL INC | COM | 95082P105 | $21.55M | 7 % | 88,100 | ||
PRIMO BRANDS CORPORATION | CLASS A COM SHS | 741623102 | $19.63M | 6 % | 1,200,700 | ||
SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | $19.47M | 6 % | 207,191 | ||
U HAUL HOLDING COMPANY | COM SER N | 023586506 | $19.36M | 6 % | 414,154 | ||
WOODWARD INC | COM | 980745103 | $16.93M | 5 % | 56,000 | ||
AERCAP HOLDINGS NV | SHS | N00985106 | $16.19M | 5 % | 112,600 | ||
JBS N.V. | CL A SHS | N4732M103 | $14.45M | 5 % | 1,002,000 | ||
ATLANTA BRAVES HLDGS INC | COM SER C | 047726302 | $13.81M | 4 % | 350,100 |
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