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Investment manager · 13F filer · SEC CIK 1771524
Bayberry Capital Partners LP
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Reported value$290Mas of Jun 30, 2026
Positions27 7 new, 8 sold out
Top 10 weight53.5%CSTM alone is 7%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CSTMConstellium SE
7.2%Trimmed −25%
SXTSensient Technologies Corp
6.9%Trimmed −32%
GLNGGolar LNG Ltd
6.0%Added +13%
WWDWoodward, Inc.
5.7%Trimmed −3%
CHDNChurchill Downs Inc
5.5%Trimmed −17%
PRMBPrimo Brands Corp
5.2%Trimmed −17%
WCCWesco International Inc
4.5%Trimmed −39%
GFLGFL Environmental Inc.
4.2%New
SOLSSolstice Advanced Materials Inc.
4.2%Trimmed −12%
VRSNVerisign Inc
4.1%New
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.9%New
LIONLionsgate Studios Corp.
3.8%
CSTMConstellium SE
7.2%−25%
SXTSensient Technologies Corp
6.9%−32%
GLNGGolar LNG Ltd
6.0%
WWDWoodward, Inc.
5.7%−3%
CHDNChurchill Downs Inc
5.5%−17%
PRMBPrimo Brands Corp
5.2%−17%
WCCWesco International Inc
4.5%
GFLGFL Environmental Inc.
4.2%
SOLSSolstice Advanced Materials Inc.
4.2%
VRSNVerisign Inc
4.1%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.9%
LIONLionsgate Studios Corp.
3.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CSTM Constellium SE 7.2% Trimmed −25%SXT Sensient Technologies Corp 6.9% Trimmed −32%GLNG Golar LNG Ltd 6.0% Added +13%WWD Woodward, Inc. 5.7% Trimmed −3%CHDN Churchill Downs Inc 5.5% Trimmed −17%PRMB Primo Brands Corp 5.2% Trimmed −17%WCC Wesco International Inc 4.5% Trimmed −39%GFL GFL Environmental Inc. 4.2% NewSOLS Solstice Advanced Materials Inc. 4.2% Trimmed −12%VRSN Verisign Inc 4.1% NewTSM Taiwan Semiconductor Manufacturing Co Ltd 3.9% NewLION Lionsgate Studios Corp. 3.8% Trimmed −69%
What changed
Biggest moves since Mar 31, 2026
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