13F Insight
DOSSIER · 13F-HR · Q2 2026

Bayberry Capital Partners LP

$290M in tracked AUM across 27 positions as of Q2 2026.

BC
CIK 0001771524 · last filed Jun 30, 2026
Total AUM
$290M
as of Q2 2026
Holdings
27
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Bayberry Capital Partners LP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
F21107101
CONSTELLIUM SE
$21M655K7.2%02
SXT
SENSIENT TECHNOLOGIES CORP
$20M163K6.9%03
G9456A100
GOLAR LNG LTD
$17M349K6.0%04
WWD
WOODWARD INC
$16M39K5.7%05
CHDN
CHURCHILL DOWNS INC
$16M178K5.5%06
PRMB
PRIMO BRANDS CORPORATION
$15M614K5.2%07
WCC
WESCO INTL INC
$13M38K4.5%08
GFL
GFL ENVIRONMENTAL INC
$12M335K4.2%09
SOLS
SOLSTICE ADVANCED MATLS INC
$12M137K4.2%10
VRSN
VERISIGN INC
$12M47K4.1%

Filing history

2026Q2Jun 30
$290M▼ 10.2%
27 positionsView →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 positionsLocked
Showing 12 of 27