Bayberry Capital Partners LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$311.3B
Holdings
22
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SSFSENSIENT TECHNOLOGIES CORP | 300,000 | $29.6B | 9.49% | |
| 2 | WCCWESCO INTL INC | 144,800 | $26.8B | 8.61% | |
| 3 | LIONLIONSGATE STUDIOS CORP | 4,055,181 | $23.6B | 7.57% | |
| 4 | UHAL/BU HAUL HOLDING COMPANY | 425,141 | $23.1B | 7.42% | |
| 5 | BATRAATLANTA BRAVES HLDGS INC | 431,700 | $20.2B | 6.49% | |
| 6 | AERAERCAP HOLDINGS NV | 164,100 | $19.2B | 6.17% | |
| 7 | PRMBPRIMO BRANDS CORPORATION | 539,100 | $16.0B | 5.13% | |
| 8 | WWDWOODWARD INC | 62,700 | $15.4B | 4.94% | |
| 9 | QDELQUIDELORTHO CORP | 482,164 | $13.9B | 4.46% | Call |
| 10 | TJXTJX COS INC NEW | 108,100 | $13.3B | 4.29% | |
| 11 | ATMUATMUS FILTRATION TECHNOLOGIE | 350,300 | $12.8B | 4.10% | |
| 12 | JBSJBS N.V. | 862,815 | $12.6B | 4.05% | |
| 13 | CHRCHURCHILL DOWNS INC | 112,400 | $11.4B | 3.65% | |
| 14 | ALITALIGHT INC | 1,983,210 | $11.2B | 3.61% | |
| 15 | ALAIR LEASE CORP | 183,300 | $10.7B | 3.44% | |
| 16 | MGRCMCGRATH RENTCORP | 90,049 | $10.4B | 3.35% | |
| 17 | GLNGGOLAR LNG LTD | 244,900 | $10.1B | 3.24% | |
| 18 | DLTRDOLLAR TREE INC | 96,500 | $9.6B | 3.07% | |
| 19 | MHKMOHAWK INDS INC | 61,300 | $6.4B | 2.06% | |
| 20 | FUNSIX FLAGS ENTERTAINMENT CORP | 210,000 | $6.4B | 2.05% | |
| 21 | VSCOVICTORIAS SECRET AND CO | 241,400 | $4.5B | 1.44% | |
| 22 | VVVVALVOLINE INC | 112,600 | $4.3B | 1.37% |