StockDriftsStockDriftsTop 28 Bayberry Capital Partners Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LION | LIONSGATE STUDIOS CORP | 7.36% | 2.32M | $22.3M | -28.74%(-936.90K) | $7.15(+76.81%) | 2026-03-31 | |
| CSTM | CONSTELLIUM SE | 7.1% | 874.0K | $21.5M | new | $21.72(+46.95%) | 2026-03-31 | |
| SXT | SENSIENT TECHNOLOGIES CORP | 6.83% | 239.2K | $20.7M | +15.45%(+32.01K) | $76.42(+49.09%) | 2026-03-31 | |
| CHDN | CHURCHILL DOWNS INC | 6.38% | 215.0K | $19.3M | +6.23%(+12.60K) | $102.02(-14.99%) | 2026-03-31 | |
| WCC | WESCO INTL INC | 5.62% | 62.2K | $17.0M | -29.40%(-25.90K) | $171.29(+109.42%) | 2026-03-31 | |
| GLNG | GOLAR LNG LTD | 5.54% | 310.0K | $16.8M | new | $39.90(+42.94%) | 2026-03-31 | |
| WWD | WOODWARD INC | 4.74% | 40.1K | $14.4M | -28.39%(-15.90K) | $174.46(+100.17%) | 2026-03-31 | |
| PRMB | PRIMO BRANDS CORPORATION | 4.61% | 740.7K | $13.9M | -38.31%(-460.00K) | $27.40(-15.40%) | 2026-03-31 | |
| CLH | CLEAN HARBORS INC | 4.38% | 46.2K | $13.2M | -4.15%(-2.00K) | $233.35(+30.17%) | 2026-03-31 | |
| UHAL.B | U HAUL HOLDING COMPANY | 4.28% | 290.0K | $13.0M | -29.98%(-124.15K) | $66.95(-32.99%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.09% | +56.45% |
| Top 20 Holdings Unweighted | +8.21% | +26.70% |
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