Bayberry Capital Partners LP Portfolio Holdings by Sector

Bayberry Capital Partners LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Metal Fabrication \| Industrials CRS CRS 2 stocks	$90,226 30.72% of portfolio	2	-	1	-	0 Calls 1 Puts
Apparel Retail \| Consumer Cyclical TJX VSCO VSCO FL 4 stocks	$30,125 10.26% of portfolio	3	-	2	-	1 Calls 0 Puts
Specialty Chemicals \| Basic Materials SXT 1 stocks	$28,581 9.73% of portfolio	1	-	1	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials AER MGRC 2 stocks	$27,399 9.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology ALIT ALIT 2 stocks	$25,373 8.64% of portfolio	2	-	1	-	1 Calls 0 Puts
Industrial Distribution \| Industrials WCC 1 stocks	$22,673 7.72% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare QDEL 1 stocks	$18,114 6.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT NVT NVT 3 stocks	$15,328 5.22% of portfolio	3	-	3	-	1 Calls 0 Puts
Discount Stores \| Consumer Defensive DLTR 1 stocks	$14,563 4.96% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials WWD 1 stocks	$12,756 4.34% of portfolio	1	-	1	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services DNB 1 stocks	$8,573 2.92% of portfolio	-	1	-	-	0 Calls 0 Puts

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