Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bayberry Capital Partners LP (CIK 1771524) reported $323.2M across 26 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LION ($27.1M, 8.38%), CSTM ($21.5M, 6.65%), SXT ($20.7M, 6.40%), CHDN ($19.3M, 5.97%), WCC ($17.0M, 5.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LION | LIONSGATE STUDIOS CORP | $27.1M | 8.38% | 2.8M | Trimmed |
| 2 | CSTM | CONSTELLIUM SE | $21.5M | 6.65% | 874,000 | New |
| 3 | SXT | SENSIENT TECHNOLOGIES CORP | $20.7M | 6.40% | 239,200 | Added |
| 4 | CHDN | CHURCHILL DOWNS INC | $19.3M | 5.97% | 215,000 | Added |
| 5 | WCC | WESCO INTL INC | $17.0M | 5.27% | 62,200 | Trimmed |
| 6 | GLNG | GOLAR LNG LTD | $16.8M | 5.19% | 310,000 | New |
| 7 | DKS | DICKS SPORTING GOODS INC | $15.9M | 4.91% | 80,000 | New |
| 8 | WWD | WOODWARD INC | $14.4M | 4.44% | 40,100 | Trimmed |
| 9 | PRMB | PRIMO BRANDS CORPORATION | $13.9M | 4.31% | 740,700 | Trimmed |
| 10 | CLH | CLEAN HARBORS INC | $13.2M | 4.10% | 46,200 | Trimmed |
| 11 | UHAL/B | U HAUL HOLDING COMPANY | $13.0M | 4.01% | 290,000 | Trimmed |
| 12 | BATRK | ATLANTA BRAVES HLDGS INC | $12.4M | 3.84% | 291,000 | Trimmed |
| 13 | AIR | AAR CORP | $12.0M | 3.72% | 110,000 | New |
| 14 | SOLSTICE ADVANCED MATLS INC | $11.9M | 3.67% | 155,700 | Trimmed | |
| 15 | PVH | PVH CORPORATION | $10.9M | 3.37% | 156,000 | New |
| 16 | TJX | TJX COS INC NEW | $10.2M | 3.16% | 64,000 | Trimmed |
| 17 | JBS | JBS N.V. | $9.7M | 3.01% | 541,600 | Trimmed |
| 18 | AER | AERCAP HOLDINGS NV | $9.4M | 2.91% | 68,500 | Trimmed |
| 19 | MCO | MOODYS CORP | $7.6M | 2.34% | 17,340 | New |
| 20 | CELH | CELSIUS HLDGS INC | $7.5M | 2.30% | 210,000 | Trimmed |
| 21 | CTRN | CITI TRENDS INC | $7.4M | 2.28% | 170,100 | New |
| 22 | RTX | RTX CORPORATION | $7.0M | 2.16% | 36,200 | New |
| 23 | QDEL | QUIDELORTHO CORP | $4.6M | 1.44% | 282,600 | Trimmed |
| 24 | LINE | LINEAGE INC | $4.4M | 1.35% | 133,000 | Trimmed |
| 25 | COLD | AMERICOLD REALTY TRUST INC | $4.4M | 1.35% | 381,300 | New |
Source: SEC Form 13F filings · as of 2026-03-31