Bayberry Capital Partners LP - Portfolio Stock Holdings
Bayberry Capital Partners LP disclosed 35 stock positions in a recent SEC 13F filing. $290,198,923 of stock holdings were filed, with the largest holdings including CSTM, SXT, and GLNG. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.We estimate the fund has a total AUM of $533,425,534 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.
Report Period:
June 30, 2026No. of Stocks:
35Est. Stock Holding Value:
$290,198,923Top Stock Holdings By Sector
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Portfolio Stock Holdings - Bayberry Capital Partners LP
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