Bayberry Capital Partners Lp Top Holdings and 13F Report (2025) About Bayberry Capital Partners LpInvestment ActivityBayberry Capital Partners Lp has $362.56 million in total holdings as of March 31, 2025.Bayberry Capital Partners Lp owns shares of 18 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 46.32% of the portfolio was purchased this quarter.About 15.11% of the portfolio was sold this quarter.This quarter, Bayberry Capital Partners Lp has purchased 16 new stocks and bought additional shares in 9 stocks.Bayberry Capital Partners Lp sold shares of 2 stocks and completely divested from 3 stocks this quarter.Largest Holdings Carpenter Technology $90,227,640Sensient Technologies $28,581,120LIONSGATE STUDIOS CORP $27,892,016U HAUL HOLDING COMPANY $25,624,940Alight $25,373,877 Largest New Holdings this Quarter 81725T100 - Sensient Technologies $28,581,120 Holding980745103 - Woodward $12,756,051 Holding926400102 - Victoria's Secret & Co. $12,262,800 HoldingG6700G107 - nVent Electric $8,387,200 Holding92537N108 - Vertiv $5,783,220 Holding Largest Purchases this Quarter Carpenter Technology 254,000 shares (about $46.02M)Sensient Technologies 384,000 shares (about $28.58M)LIONSGATE STUDIOS CORP 3,332,671 shares (about $24.90M)Woodward 69,900 shares (about $12.76M)Victoria's Secret & Co. 660,000 shares (about $12.26M) Largest Sales this Quarter Dun & Bradstreet 224,000 shares (about $2.00M)U HAUL HOLDING COMPANY 14,553 shares (about $861.25K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBayberry Capital Partners Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCRSCarpenter Technology$90,227,640$46,019,720 ▲104.1%498,00024.9%Basic MaterialsSXTSensient Technologies$28,581,120$28,581,120 ▲New Holding384,0007.9%Basic MaterialsLIONSGATE STUDIOS CORP$27,892,016$24,895,052 ▲830.7%3,733,8717.7%COMU HAUL HOLDING COMPANY$25,624,940$861,247 ▼-3.3%433,0007.1%COM SER NALITAlight$25,373,877$10,548,877 ▲71.2%4,278,9007.0%Computer and TechnologyWCCWESCO International$22,673,800$7,143,800 ▲46.0%146,0006.3%Computer and TechnologyQDELQuidelOrtho$18,114,460$3,421,115 ▲23.3%518,0005.0%MedicalAERAercap$17,368,9000.0%170,0004.8%TransportationBATRKAtlanta Braves$16,484,120$2,200,550 ▲15.4%412,0004.5%Consumer DiscretionaryDLTRDollar Tree$14,563,580$3,903,640 ▲36.6%194,0004.0%Retail/WholesaleTJXTJX Companies$13,154,4000.0%108,0003.6%Retail/WholesaleWWDWoodward$12,756,051$12,756,051 ▲New Holding69,9003.5%AerospaceVSCOVictoria's Secret & Co.$12,262,800$12,262,800 ▲New Holding660,0003.4%Retail/WholesaleMGRCMcGrath RentCorp$10,031,459$1,453,659 ▲16.9%90,0492.8%FinanceDNBDun & Bradstreet$8,573,460$2,002,560 ▼-18.9%959,0002.4%Business ServicesNVTnVent Electric$8,387,200$8,387,200 ▲New Holding160,0002.3%Computer and TechnologyVRTVertiv$5,783,220$5,783,220 ▲New Holding80,1001.6%Computer and TechnologyFLFoot Locker$4,709,400$593,159 ▲14.4%334,0001.3%Retail/WholesaleUALUnited Airlines$0$20,391,000 ▼-100.0%00.0%TransportationATMUAtmus Filtration Technologies$0$17,748,540 ▼-100.0%00.0%IndustrialsLIBERTY GLOBAL LTD$0$13,780,800 ▼-100.0%00.0%COM CL AShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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