Bayberry Capital Partners Lp Top Holdings and 13F Report (2025) About Bayberry Capital Partners LpInvestment ActivityBayberry Capital Partners Lp has $262.48 million in total holdings as of December 31, 2024.Bayberry Capital Partners Lp owns shares of 16 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 40.89% of the portfolio was purchased this quarter.About 54.73% of the portfolio was sold this quarter.This quarter, Bayberry Capital Partners Lp has purchased 18 new stocks and bought additional shares in 2 stocks.Bayberry Capital Partners Lp sold shares of 4 stocks and completely divested from 9 stocks this quarter.Largest Holdings Carpenter Technology $41,409,240U HAUL HOLDING COMPANY $28,665,770United Airlines $20,391,000QuidelOrtho $18,718,574WESCO International $18,096,000 Largest New Holdings this Quarter U HAUL HOLDING COMPANY $28,665,770 HoldingUnited Airlines $20,391,000 HoldingDun & Bradstreet $14,740,180 HoldingLIBERTY GLOBAL LTD $13,780,800 HoldingMcGrath RentCorp $8,610,140 Holding Largest Purchases this Quarter U HAUL HOLDING COMPANY 447,553 shares (about $28.67M)United Airlines 210,000 shares (about $20.39M)Dun & Bradstreet 1,183,000 shares (about $14.74M)LIBERTY GLOBAL LTD 1,080,000 shares (about $13.78M)WESCO International 57,500 shares (about $10.41M) Largest Sales this Quarter Alight 1,530,000 shares (about $10.59M)QuidelOrtho 107,830 shares (about $4.80M)Atmus Filtration Technologies 104,000 shares (about $4.07M)Dollar Tree 51,000 shares (about $3.82M) 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$41,409,2400.0%244,00015.8%Basic MaterialsU HAUL HOLDING COMPANY$28,665,770$28,665,770 ▲New Holding447,55310.9%COM SER NUALUnited Airlines$20,391,000$20,391,000 ▲New Holding210,0007.8%TransportationQDELQuidelOrtho$18,718,574$4,803,827 ▼-20.4%420,1707.1%MedicalWCCWESCO International$18,096,000$10,405,200 ▲135.3%100,0006.9%Computer and TechnologyATMUAtmus Filtration Technologies$17,748,540$4,074,720 ▼-18.7%453,0006.8%IndustrialsALITAlight$17,300,000$10,587,600 ▼-38.0%2,500,0006.6%Computer and TechnologyAERAerCap$16,269,0000.0%170,0006.2%TransportationDNBDun & Bradstreet$14,740,180$14,740,180 ▲New Holding1,183,0005.6%Business ServicesLIBERTY GLOBAL LTD$13,780,800$13,780,800 ▲New Holding1,080,0005.3%COM CL ABATRKAtlanta Braves$13,658,8200.0%357,0005.2%Multi-Sector ConglomeratesTJXTJX Companies$13,047,480$1,328,910 ▲11.3%108,0005.0%Retail/WholesaleDLTRDollar Tree$10,641,480$3,821,940 ▼-26.4%142,0004.1%Retail/WholesaleMGRCMcGrath RentCorp$8,610,140$8,610,140 ▲New Holding77,0003.3%FinanceFLFoot Locker$6,352,440$6,352,440 ▲New Holding291,9322.4%Retail/WholesaleLIONSGATE STUDIOS CORP$3,049,120$3,049,120 ▲New Holding401,2001.2%COMBERYBerry Global Group$0$21,277,740 ▼-100.0%00.0%IndustrialsIQVIQVIA$0$19,573,722 ▼-100.0%00.0%MedicalCRH PLC$0$18,918,960 ▼-100.0%00.0%ORDPRIMPrimoris Services$0$18,353,280 ▼-100.0%00.0%ConstructionGEGeneral Electric$0$10,183,320 ▼-100.0%00.0%TransportationHUBBHubbell$0$9,680,710 ▼-100.0%00.0%IndustrialsGXOGXO Logistics$0$9,372,600 ▼-100.0%00.0%TransportationDGDollar General$0$8,964,420 ▼-100.0%00.0%Retail/WholesaleROSTRoss Stores$0$4,033,066 ▼-100.0%00.0%Retail/WholesaleShowing 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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