Bayberry Capital Partners LP Portfolio Holdings
Bayberry Capital Partners LP
- $186 Million
- Q4 2024
Bayberry Capital Partners LP has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $186 Million distributed in 16 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Carpenter Technology Corp with a value of $41.4M, United Airlines Holdings, Inc. with a value of $20.4M, Quidel Ortho Corp with a value of $18.7M, Wesco International Inc with a value of $18.1M, and Alight, Inc. with a value of $17.3M.
Examining the 13F form we can see an decrease of $56.9M in the current position value, from $243M to 186M.
Bayberry Capital Partners LP is based out at New York, NY
Below you can find more details about Bayberry Capital Partners LP portfolio as well as his latest detailed transactions.