Bayberry Capital Partners LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Bayberry Capital Partners LP held in its portfolio 24 assets valued at $315,418,523 (i.e. $315.42M).

The most valuable assets in the portfolio included: LIONSGATE STUDIOS CORP ($34.33M), CHURCHILL DOWNS INC ($23.03M), and WESCO INTL INC ($21.55M).

The chart below shows the top 10 valuable assets, and the table below shows the top 24 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Bayberry Capital Partners LP Portfolio

LIONSGATE STUDIOS CORP

CHURCHILL DOWNS INC

WESCO INTL INC

PRIMO BRANDS CORPORATION

SENSIENT TECHNOLOGIES CORP

U HAUL HOLDING COMPANY

WOODWARD INC

AERCAP HOLDINGS NV

JBS N.V.

ATLANTA BRAVES HLDGS INC

Bayberry Capital Partners LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
LIONSGATE STUDIOS CORP	3760000	34328800	COM
CHURCHILL DOWNS INC	202400	23029072	COM
WESCO INTL INC	88100	21552784	COM
PRIMO BRANDS CORPORATION	1200700	19631445	CLASS A COM SHS
SENSIENT TECHNOLOGIES CORP	207191	19465594	COM
U HAUL HOLDING COMPANY	414154	19357558	COM SER N
WOODWARD INC	56000	16929920	COM
AERCAP HOLDINGS NV	112600	16187376	SHS
JBS N.V.	1002000	14448840	CL A SHS
ATLANTA BRAVES HLDGS INC	350100	13811445	COM SER C
SOLSTICE ADVANCED MATLS INC	278900	13548962	COM SHS
CELSIUS HLDGS INC	293040	13403650	COM NEW
CORE & MAIN INC	257000	13356290	CL A
CLEAN HARBORS INC	48200	11301936	COM
LINEAGE INC	313700	10979500	COM
TJX COS INC NEW	68200	10476202	COM
UNITED AIRLS HLDGS INC	88400	9884888	COM
ACUITY INC	27296	9827652	COM
QUIDELORTHO CORP	308264	8804020	COM
GRIFFON CORP	65000	4787250	COM
VICTORIAS SECRET AND CO	77700	4209009	COMMON STOCK
INTERNATIONAL FLAVORS&FRAGRA	59000	3976010	COM
GAP INC	72200	1848320	COM
FUNKO INC	80000	272000	COM CL A