Bayberry Capital Partners LP

Q4 2024 13F Holdings

  • Location
    new york, NY
  • Num holdings

    16

  • Value ($000)

    $262,479

  • Date Filed
    02/14/2025
  • Form type
    13F-HR
  • CIK
    0001771524
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
CRS
CRS

CARPENTER TECHNOLOGY CORP

COM
$41.41M
16 %

244,000

UHAL/B
UHAL/B

U HAUL HOLDING COMPANY

COM SER N
$28.67M
11 %

447,553

UAL
UAL

UNITED AIRLS HLDGS INC

COM
$20.39M
8 %

210,000

QDEL
QDEL

QUIDELORTHO CORP

COM
$18.72M
7 %

420,170

WCC
WCC

WESCO INTL INC

COM
$18.10M
7 %

100,000

ATMU
ATMU

ATMUS FILTRATION TECHNOLOGIE

COM
$17.75M
7 %

453,000

ALIT
ALIT

ALIGHT INC

COM CL A
$17.30M
7 %

2,500,000

AER
AER

AERCAP HOLDINGS NV

SHS
$16.27M
6 %

170,000

DNB
DNB

DUN & BRADSTREET HLDGS INC

COM
$14.74M
6 %

1,183,000

---

LIBERTY GLOBAL LTD

COM CL A
$13.78M
5 %

1,080,000

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