Bayberry Capital Partners LP
Q1 2026 13F Holdings
- Locationnew york, NY
- Num holdings
30
- Value ($000)
$323,246
- Date Filed 05/15/2026
- Form type13F-HR
- CIK 0001771524
- 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 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
LIONSGATE STUDIOS CORP | COM | 53626N102 | $22.28M | 7 % | 2,323,099 | ||
CONSTELLIUM SE | CL A SHS | F21107101 | $21.48M | 7 % | 874,000 | ||
SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | $20.68M | 6 % | 239,200 | ||
CHURCHILL DOWNS INC | COM | 171484108 | $19.31M | 6 % | 215,000 | ||
WESCO INTL INC | COM | 95082P105 | $17.02M | 5 % | 62,200 | ||
GOLAR LNG LTD | SHS | G9456A100 | $16.77M | 5 % | 310,000 | ||
DICKS SPORTING GOODS INC | COM | 253393102 | $15.86M | 5 % | 80,000 | call | |
WOODWARD INC | COM | 980745103 | $14.35M | 4 % | 40,100 | ||
PRIMO BRANDS CORPORATION | CLASS A COM SHS | 741623102 | $13.95M | 4 % | 740,700 | ||
CLEAN HARBORS INC | COM | 184496107 | $13.25M | 4 % | 46,200 |
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