Bayberry Capital Partners LP
Bayberry Capital Partners LP reported 27 positions worth $290.2M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: CSTM (7.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CSTM | SH | $20.9M | 7.19% | 655,000 | — | — | |
| ▸ 2 | SXT | SH | $20.1M | 6.92% | 163,000 | — | — | |
| ▸ 3 | GLNG | SH | $17.4M | 5.99% | 349,000 | — | — | |
| ▸ 4 | WWD | SH | $16.5M | 5.67% | 38,700 | — | — | |
| ▸ 5 | CHDN | SH | $16.0M | 5.50% | 178,000 | — | — | |
| ▸ 6 | PRMB | SH | $15.0M | 5.17% | 614,000 | — | — | |
| ▸ 7 | WCC | SH | $13.0M | 4.49% | 37,700 | — | — | |
| ▸ 8 | GFL | SH | $12.3M | 4.25% | 335,000 | — | — | |
| ▸ 9 | SOLS | SH | $12.1M | 4.18% | 137,000 | — | — | |
| ▸ 10 | VRSN | SH | $11.9M | 4.10% | 47,300 | — | — |
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Frequently Asked Questions
What stocks does Bayberry Capital Partners LP hold as of Q2 2026?
Bayberry Capital Partners LP reported 27 positions worth $290.2M in its Q2 2026 13F filing. Largest positions: CSTM (7.2%), SXT (6.9%), GLNG (6.0%), WWD (5.7%) and CHDN (5.5%).
What did Bayberry Capital Partners LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Bayberry Capital Partners LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.