Bayberry Capital Partners LP Portfolio Holdings
Bayberry Capital Partners LP
- $294 Million
- Q1 2025
Bayberry Capital Partners LP has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $294 Million distributed in 22 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Carpenter Technology Corp with a value of $46M, Sensient Technologies Corp with a value of $28.6M, Wesco International Inc with a value of $22.7M, Quidel Ortho Corp with a value of $18.1M, and Aer Cap Holdings N.V. with a value of $17.4M.
Examining the 13F form we can see an increase of $108M in the current position value, from $186M to 294M.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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