Bayberry Capital Partners LP

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    new york, NY
  • CIK
    0001771524
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

16

$262.48M
CRS, UHAL/B, UAL, QDEL
13F-HR
Feb 14, 2025
000189268825000087

18

$296.52M
CRS, ALIT, QDEL, BERY
13F-HR
Nov 14, 2024
000189268824000140

24

$498.69M
SPY, CRS, AER, ATMU
13F-HR
Aug 14, 2024
000189268824000089

23

$535.57M
SPY, CRS, IQV, CRH PLC
13F-HR
May 15, 2024
000189268824000058

20

$526.04M
SPY, IQV, LW, WSC
13F-HR
Feb 14, 2024
000189268824000033

17

$407.90M
SPY, TJX COS INC NEW, IQV, JBI
13F-HR
Nov 14, 2023
000189268823000088

17

$498.55M
SPY, TJX COS INC NEW, WSC, JBI
13F-HR
Aug 14, 2023
000189268823000072

15

$285.12M
BURFORD CAP LTD, WSC, TJX COS INC NEW, JBI
13F-HR
May 15, 2023
000189268823000042

11

$267.98M
WSC, BURFORD CAP LTD, ZWS, JBI
13F-HR
Feb 14, 2023
000189268823000019

13

$344.07M
WSC, ARKK, JBI, BURFORD CAP LTD
13F-HR
Nov 14, 2022
000189268822000075

15

$319.74M
WSC, BURFORD CAP LTD, JBI, ZWS
13F-HR
Aug 15, 2022
000189268822000057

13

$313.11M
WSC, HLMN, JBI, ZWS
13F-HR
May 16, 2022
000189268822000036

15

$344.63M
WSC, JBI, BERY, HLMN
13F-HR
Feb 14, 2022
000189268822000017

20

$348.43M
WSC, BERY, HLMN, JBI
13F-HR
Nov 15, 2021
000177152421000007

21

$353.20M
WSC, BERY, LANDCADIA HOLDINGS III INC, JBI
13F-HR
Aug 16, 2021
000177152421000005

18

$329.07M
WSC, BERY, JIH, PRPL
13F-HR
May 17, 2021
000177152421000003

16

$357.01M
WSC, BERY, CPRT, ELF
13F-HR
Feb 16, 2021
000177152421000002

19

$349.56M
WSC, BERY, ELF, CPRT
13F-HR
Nov 16, 2020
000177152420000009

19

$516.12M
SPY, ELF, WILLSCOT CORP, BERY
13F-HR
Aug 14, 2020
000177152420000007

20

$245.53M
WILLSCOT CORP, BERY, ELF, VRSN
13F-HR
May 15, 2020
000177152420000005

14

$215.94M
WILLSCOT CORP, SCORPIO TANKERS INC, CNNE, ILPT
13F-HR
Feb 14, 2020
000177152420000002