13F Insight
DOSSIER · 13F-HR · Q1 2026

Bayberry Capital Partners LP

$323M in tracked AUM across 30 positions as of Q1 2026.

BC
CIK 0001771524 · last filed Mar 31, 2026
Total AUM
$323M
as of Q1 2026
Holdings
30
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Bayberry Capital Partners LP filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
LION
LIONSGATE STUDIOS CORP
$27M2.8M8.4%02
F21107101
CONSTELLIUM SE
$21M874K6.6%03
SXT
SENSIENT TECHNOLOGIES CORP
$21M239K6.4%04
CHDN
CHURCHILL DOWNS INC
$19M215K6.0%05
WCC
WESCO INTL INC
$17M62K5.3%06
G9456A100
GOLAR LNG LTD
$17M310K5.2%07
DKS
DICKS SPORTING GOODS INC
$16M80K4.9%08
WWD
WOODWARD INC
$14M40K4.4%09
PRMB
PRIMO BRANDS CORPORATION
$14M741K4.3%10
CLH
CLEAN HARBORS INC
$13M46K4.1%

Filing history

2026Q1Mar 31
$323M▲ 2.5%
30 positionsView →2025Q4Dec 31
$315M▼ 24.9%
25 positionsView →2025Q3Sep 30
$420M▲ 34.9%
27 positionsView →2025Q2Jun 30
$311M▼ 14.1%
23 positionsLocked2025Q1Mar 31
$363M▲ 38.1%
22 positionsLocked2024Q4Dec 31
$262M▼ 11.5%
16 positionsLocked2024Q3Sep 30
$297M▼ 40.5%
18 positionsLocked2024Q2Jun 30
$499M▼ 6.9%
24 positionsLocked2024Q1Mar 31
$536M▲ 1.8%
23 positionsLocked2023Q4Dec 31
$526M▲ 29.0%
20 positionsLocked2023Q3Sep 30
$408M▼ 18.2%
17 positionsLocked2023Q2Jun 30
$499M▲ 74.9%
17 positionsLocked
Showing 12 of 26