StockDriftsStockDriftsTop 27 Bayberry Capital Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CSTM | CONSTELLIUM SE | 7.19% | 655.0K | $20.9M | -25.06%(-219.00K) | $21.72(+34.15%) | 2026-06-30 | |
| SXT | SENSIENT TECHNOLOGIES CORP | 6.92% | 163.0K | $20.1M | -31.86%(-76.20K) | $76.42(+72.19%) | 2026-06-30 | |
| GLNG | GOLAR LNG LTD | 5.99% | 349.0K | $17.4M | +12.58%(+39.00K) | $41.25(+26.96%) | 2026-06-30 | |
| WWD | WOODWARD INC | 5.67% | 38.7K | $16.5M | -3.49%(-1.40K) | $174.46(+107.18%) | 2026-06-30 | |
| CHDN | CHURCHILL DOWNS INC | 5.5% | 178.0K | $16.0M | -17.21%(-37.00K) | $102.02(-12.77%) | 2026-06-30 | |
| PRMB | PRIMO BRANDS CORPORATION | 5.17% | 614.0K | $15.0M | -17.11%(-126.70K) | $27.40(-9.60%) | 2026-06-30 | |
| WCC | WESCO INTL INC | 4.49% | 37.7K | $13.0M | -39.39%(-24.50K) | $171.29(+109.83%) | 2026-06-30 | |
| GFL | GFL ENVIRONMENTAL INC | 4.25% | 335.0K | $12.3M | new | $38.60(+7.56%) | 2026-06-30 | |
| SOLS | SOLSTICE ADVANCED MATLS INC | 4.18% | 137.0K | $12.1M | -12.01%(-18.70K) | $48.58(+28.80%) | 2026-06-30 | |
| VRSN | VERISIGN INC | 4.1% | 47.3K | $11.9M | new | $250.61(+14.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.01% | +72.85% | +7.10% | +40.89% |
| Top 20 Holdings Unweighted | +12.52% | +42.47% | +1.67% | +8.62% |
Bayberry Capital Partners LP reports $290.20M in US-listed equity holdings across 27 positions in its most recent 13F filing. Its largest disclosed positions are CSTM (7.2%), SXT (6.9%) and GLNG (6.0%). The top 20 holdings account for 86.97% of reported assets. Its disclosed equity book has returned +72.85% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bayberry Capital Partners LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1771524). View Bayberry Capital Partners LP’s 13F filings on SEC