Bayberry Capital Partners LP
Q1 2025 13F Holdings
- Locationnew york, NY
- Num holdings
22
- Value ($000)
$362,562
- Date Filed05/15/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CRS CARPENTER TECHNOLOGY CORP | COM | 144285103 | $46.02M | 13 % | 254,000 | ||
CRS CARPENTER TECHNOLOGY CORP | COM | 144285103 | $44.21M | 12 % | 244,000 | put | |
SSF SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | $28.58M | 8 % | 384,000 | ||
LION LIONSGATE STUDIOS CORP | COM | 53626M104 | $27.89M | 8 % | 3,733,871 | ||
UHAL/B U HAUL HOLDING COMPANY | COM SER N | 023586506 | $25.62M | 7 % | 433,000 | ||
WCC WESCO INTL INC | COM | 95082P105 | $22.67M | 6 % | 146,000 | ||
QDEL QUIDELORTHO CORP | COM | 219798105 | $18.11M | 5 % | 518,000 | ||
AER AERCAP HOLDINGS NV | SHS | N00985106 | $17.37M | 5 % | 170,000 | ||
BATRK ATLANTA BRAVES HLDGS INC | COM SER C | 047726302 | $16.48M | 5 % | 412,000 | ||
ALIT ALIGHT INC | COM CL A | 01626W101 | $16.48M | 5 % | 2,778,900 |
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