Back to Bayberry Capital Partners LP
Q2 2026 13F filing
Updated 27 days ago27 disclosed positions worth $290.2M
Portfolio value
$290.2M
Total holdings
27
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CSTM CONSTELLIUM SE | $20.9M | 655.0K | 7.19% | — |
| 2 | S SXT SENSIENT TECHNOLOGIES CORP | $20.1M | 163.0K | 6.92% | — |
| 3 | G GLNG GOLAR LNG LTD | $17.4M | 349.0K | 5.99% | — |
| 4 | W WWD WOODWARD INC | $16.5M | 38.7K | 5.67% | — |
| 5 | C CHDN CHURCHILL DOWNS INC | $16M | 178.0K | 5.50% | — |
| 6 | P PRMB PRIMO BRANDS CORPORATION | $15M | 614.0K | 5.17% | — |
| 7 | W WCC WESCO INTL INC | $13M | 37.7K | 4.49% | — |
| 8 | G GFL GFL ENVIRONMENTAL INC | $12.3M | 335.0K | 4.25% | — |
| 9 | S SOLS SOLSTICE ADVANCED MATLS INC | $12.1M | 137.0K | 4.18% | — |
| 10 | V VRSN VERISIGN INC | $11.9M | 47.3K | 4.10% | — |
| 11 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $11.5M | 24.0K | 3.95% | — |
| 12 | L LION LIONSGATE STUDIOS CORP | $11M | 720.0K | 3.80% | — |
| 13 | B BATRB ATLANTA BRAVES HLDGS INC | $10.9M | 210.0K | 3.76% | — |
| 14 | U UHAL-B U HAUL HOLDING COMPANY | $10.7M | 185.0K | 3.68% | — |
| 15 | ? N/A JBS N.V. | $10.1M | 855.0K | 3.49% | — |
| 16 | T TJX TJX COS INC NEW | $9.7M | 64.0K | 3.34% | — |
| 17 | C CLH CLEAN HARBORS INC | $9.2M | 30.7K | 3.16% | — |
| 18 | V VSECU VSE CORP | $8.5M | 37.4K | 2.94% | — |
| 19 | R RTX RTX CORPORATION | $7.9M | 41.9K | 2.74% | — |
| 20 | F FAF FIRST AMERN FINL CORP | $7.7M | 112.0K | 2.65% | — |
| 21 | T TBBB BBB FOODS INC | $7M | 168.5K | 2.42% | — |
| 22 | V VFC V F CORP | $6.7M | 402.0K | 2.31% | — |
| 23 | C CELH CELSIUS HLDGS INC | $6.6M | 226.5K | 2.29% | — |
| 24 | C CTRN CITI TRENDS INC | $6.4M | 110.4K | 2.20% | — |
| 25 | C COLD AMERICOLD REALTY TRUST INC | $3.8M | 240.0K | 1.30% | — |
| 26 | L LCTX LINEAGE INC | $3.8M | 87.0K | 1.30% | — |
| 27 | G GWRE GUIDEWIRE SOFTWARE INC | $3.5M | 28.5K | 1.21% | — |