Bayberry Capital Partners Lp

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Carpenter Technology Corporation
CRS
$35.89M1.01502,480New+$35.89M9.75
Atmus Filtration Technologies Inc.
ATMU
$25.8M0.96800,000New+$25.8M7.01
Victoria's Secret & Co.
VSCO
$11.92M0.79615,000New+$11.92M3.24
Janus International Group, Inc.
JBI
$16.79M0.761.11M-29.3%-$6.96M4.56
Funko, Inc.
FNKO
$2.33M0.7373,205-60.63%-$3.59M0.63
Vestis Corporation
VSTS
$16.38M0.65850,000New+$16.38M4.45
The Liberty Braves Group
BATRK
$12.89M0.53330,000+13.01%+$1.48M3.5
Seadrill Limited
SDRL
$10.66M0.29212,0000%+$02.9
GXO Logistics, Inc.
GXO
$14.68M0.23273,000+14.71%+$1.88M3.99
WESCO International, Inc.
WCC
$18.5M0.21108,000New+$18.5M5.02
Berry Global Group, Inc.
BERY
$13.91M0.2230,000-8.73%-$1.33M3.78
WillScot Mobile Mini Holdings Corp.
WSC
$14.14M0.16304,000-38.21%-$8.74M3.84
AerCap Holdings N.V.
AER
$18.86M0.11217,000New+$18.86M5.12
Lamb Weston Holdings, Inc.
LW
$12.57M0.08118,000-47.56%-$11.4M3.41
Pinterest, Inc.
PINS
$16.57M0.07478,000-18.71%-$3.81M4.5
Abercrombie & Fitch Co.
ANF
$4.51M0.0736,000New+$4.51M1.23
IQVIA Holdings Inc.
IQV
$26.55M0.06105,000-23.19%-$8.02M7.21
Dollar General Corporation
DG
$19.04M0.06122,000+10.91%+$1.87M5.17
CRH plc
CRH
$26.14M0.04303,000New+$26.14M7.1
Ross Stores, Inc.
ROST
$17.76M0.04121,000+21%+$3.08M4.82
The TJX Companies, Inc.
TJX
$18.26M0.02180,000-14.29%-$3.04M4.96
General Electric Company
GE
$14.04M0.0180,000New+$14.04M3.81