What does Bayberry Capital Partners LP hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

LIONSGATE STUDIOS CORP

$27M2.8M8.4%

CONSTELLIUM SE

$21M874K6.6%

SENSIENT TECHNOLOGIES CORP

$21M239K6.4%

CHURCHILL DOWNS INC

$19M215K6.0%

WESCO INTL INC

$17M62K5.3%

GOLAR LNG LTD

$17M310K5.2%

DICKS SPORTING GOODS INC

$16M80K4.9%

WOODWARD INC

$14M40K4.4%

PRIMO BRANDS CORPORATION

$14M741K4.3%

CLEAN HARBORS INC

$13M46K4.1%

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