76 is the total number of securities Bayberry Capital Partners LP has owned. The longest Bayberry Capital Partners LP has owned a single stock is 13 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| WSC | WILLSCOT MOBIL MINI HL... | 13 | 13 | 5.12% | 12.78% | 16.07% | Q3 2020 | Q3 2023 | 13 |
| BERY | BERRY GLOBAL GROUP INC | 11 | 2 | 1.81% | 8.02% | 12.63% | Q1 2020 | Q3 2023 | 13 |
| PINS | PINTEREST INC | 7 | 5 | 3.16% | 5.04% | 7.58% | Q3 2020 | Q3 2023 | 12 |
| CNNE | CANNAE HLDGS INC | 11 | 11 | 3.39% | 5.75% | 10.97% | Q4 2019 | Q2 2022 | 11 |
| JBI | JANUS INTERNATIONAL GR... | 10 | 10 | 5.97% | 10.02% | 12.89% | Q2 2021 | Q3 2023 | 10 |
| HILLMAN SOLUTIONS CORP | 9 | 9 | 2.89% | 7.47% | 12.18% | Q3 2021 | Q3 2023 | 9 | |
| ELF | E L F BEAUTY INC | 8 | 8 | 5.64% | 7.07% | 8.93% | Q1 2020 | Q4 2021 | 8 |
| PRPL | PURPLE INNOVATION INC | 8 | 8 | 0.98% | 5.48% | 8.43% | Q3 2020 | Q2 2022 | 8 |
| TJX | TJX COS INC NEW | 4 | 1 | 1.32% | 4.89% | 10.06% | Q2 2020 | Q3 2023 | 8 |
| BUR | BURFORD CAP LTD | 7 | 7 | 4.70% | 10.73% | 18.43% | Q1 2022 | Q3 2023 | 7 |
| LHCG | LHC GROUP INC | 7 | 7 | 3.20% | 5.12% | 6.12% | Q1 2020 | Q3 2021 | 7 |
| BKNG | BOOKING HOLDINGS INC | 7 | 7 | 1.40% | 4.34% | 6.18% | Q2 2020 | Q4 2021 | 7 |
| FNKO | FUNKO INC | 7 | 7 | 1.10% | 3.52% | 7.72% | Q1 2022 | Q3 2023 | 7 |
| DNB | DUN & BRADSTREET HLDGS... | 6 | 6 | 2.98% | 5.46% | 7.25% | Q3 2020 | Q4 2021 | 6 |
| FCN | FTI CONSULTING INC | 6 | 6 | 2.35% | 5.44% | 7.45% | Q2 2020 | Q3 2021 | 6 |
| BWXT | BWX TECHNOLOGIES INC | 6 | 6 | 2.15% | 5.35% | 7.80% | Q2 2022 | Q3 2023 | 6 |
| GDDY | GODADDY INC | 6 | 6 | 3.03% | 5.07% | 7.24% | Q1 2020 | Q2 2021 | 6 |
| ELY | TOPGOLF CALLAWAY BRAND... | 6 | 6 | 2.98% | 4.68% | 7.55% | Q2 2022 | Q3 2023 | 6 |
| UNVR | UNIVAR SOLUTIONS USA INC | 5 | 5 | 3.56% | 5.19% | 8.55% | Q4 2019 | Q4 2020 | 5 |
| ZURN WATER SOLUTIONS CORP | 4 | 4 | 9.44% | 10.72% | 11.53% | Q1 2022 | Q4 2022 | 4 | |
| CPRT | COPART INC | 4 | 4 | 4.24% | 7.12% | 9.27% | Q1 2020 | Q4 2020 | 4 |
| AJG | GALLAGHER ARTHUR J & CO | 4 | 4 | 4.58% | 6.77% | 8.76% | Q4 2021 | Q3 2022 | 4 |
| BATRK | LIBERTY MEDIA CORP DEL | 4 | 4 | 4.29% | 6.15% | 7.46% | Q3 2022 | Q2 2023 | 4 |
| SWETU | ATHLON ACQUISITION CORP | 4 | 4 | 0.28% | 0.29% | 0.30% | Q1 2021 | Q4 2021 | 4 |
| AEACU | AUTHENTIC EQUITY ACQUI... | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 4 |
| SPY | SPDR S&P 500 ETF TR | 2 | 1 | 34.58% | 41.09% | 46.00% | Q2 2020 | Q3 2023 | 3 |
| WSC | WILLSCOT CORP | 3 | 3 | 6.17% | 11.74% | 17.98% | Q4 2019 | Q2 2020 | 3 |
| STNG | SCORPIO TANKERS INC | 3 | 3 | 1.44% | 6.82% | 12.29% | Q4 2019 | Q2 2020 | 3 |
| ILPT | INDUSTRIAL LOGISTICS P... | 3 | 3 | 3.79% | 6.42% | 9.00% | Q4 2019 | Q2 2020 | 3 |
| HDS | HD SUPPLY HLDGS INC | 3 | 3 | 2.48% | 4.01% | 5.21% | Q1 2020 | Q3 2020 | 3 |
| GXO LOGISTICS INCORPOR... | 3 | 3 | 2.32% | 3.67% | 6.37% | Q1 2023 | Q3 2023 | 3 | |
| ROST | ROSS STORES INC | 3 | 3 | 2.95% | 3.53% | 3.87% | Q1 2023 | Q3 2023 | 3 |
| OSW | ONESPAWORLD HOLDINGS L... | 3 | 3 | 0.97% | 3.22% | 6.60% | Q4 2019 | Q2 2020 | 3 |
| TPX | TEMPUR SEALY INTL INC | 2 | 1 | 1.58% | 2.71% | 4.41% | Q2 2021 | Q1 2022 | 3 |
| PNTG | PENNANT GROUP INC | 3 | 3 | 0.67% | 2.70% | 4.72% | Q4 2019 | Q2 2020 | 3 |
| TLT | ISHARES TR | 3 | 3 | 0.62% | 0.80% | 1.12% | Q1 2023 | Q3 2023 | 3 |
| HUGSU | USHG ACQUISITION CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
| VRSN | VERISIGN INC | 2 | 2 | 5.53% | 6.56% | 7.59% | Q4 2019 | Q1 2020 | 2 |
| HOME | AT HOME GROUP INC | 2 | 2 | 4.74% | 4.94% | 5.14% | Q3 2020 | Q4 2020 | 2 |
| IQV | IQVIA HLDGS INC | 2 | 2 | 2.80% | 4.80% | 6.80% | Q2 2023 | Q3 2023 | 2 |
| REAL | THE REALREAL INC | 2 | 2 | 3.04% | 4.50% | 5.97% | Q4 2019 | Q1 2020 | 2 |
| SE | SEA LTD | 2 | 2 | 3.70% | 4.16% | 4.63% | Q4 2020 | Q1 2021 | 2 |
| SPWH | SPORTSMAN WHSE HLDGS INC | 2 | 2 | 3.09% | 3.36% | 3.62% | Q2 2020 | Q3 2020 | 2 |
| FUN | CEDAR FAIR L P | 2 | 2 | 1.52% | 2.28% | 3.04% | Q1 2023 | Q2 2023 | 2 |
| THCB | TUSCAN HOLDINGS CORP | 2 | 2 | 1.31% | 1.40% | 1.49% | Q4 2019 | Q1 2020 | 2 |
| JBIWS | JANUS INTERNATIONAL GR... | 2 | 2 | 0.44% | 0.48% | 0.51% | Q2 2021 | Q3 2021 | 2 |
| ARKK | ARK ETF TR | 1 | 1 | 10.97% | 10.97% | 10.97% | Q3 2022 | Q3 2022 | 1 |
| LCY | LANDCADIA HOLDINGS III... | 1 | 1 | 10.18% | 10.18% | 10.18% | Q2 2021 | Q2 2021 | 1 |
| JIH | JUNIPER INDL HLDGS INC | 1 | 1 | 9.02% | 9.02% | 9.02% | Q1 2021 | Q1 2021 | 1 |
| GIL | GILDAN ACTIVEWEAR INC | 1 | 1 | 8.34% | 8.34% | 8.34% | Q4 2019 | Q4 2019 | 1 |
| RXN | REXNORD CORP | 1 | 1 | 7.97% | 7.97% | 7.97% | Q3 2021 | Q3 2021 | 1 |
| LAUR | LAUREATE EDUCATION INC | 1 | 1 | 6.20% | 6.20% | 6.20% | Q4 2019 | Q4 2019 | 1 |
| FERG | FERGUSON PLC NEW | 1 | 1 | 5.54% | 5.54% | 5.54% | Q2 2022 | Q2 2022 | 1 |
| WEX | WEX INC | 1 | 1 | 5.41% | 5.41% | 5.41% | Q1 2022 | Q1 2022 | 1 |
| ATLANTA BRAVES HLDGS INC | 1 | 1 | 4.49% | 4.49% | 4.49% | Q3 2023 | Q3 2023 | 1 | |
| BUR | BURFORD CAP LTD | 1 | 1 | 3.88% | 3.88% | 3.88% | Q1 2023 | Q1 2023 | 1 |
| SMARTRENT INC | 1 | 1 | 3.66% | 3.66% | 3.66% | Q4 2021 | Q4 2021 | 1 | |
| CBOE | CBOE GLOBAL MARKETS INC | 1 | 1 | 3.42% | 3.42% | 3.42% | Q1 2020 | Q1 2020 | 1 |
| FLEX | FLEX LTD | 1 | 1 | 3.31% | 3.31% | 3.31% | Q3 2023 | Q3 2023 | 1 |
| FLWS | FLWS/1-800 FLOWERS | 1 | 1 | 2.43% | 2.43% | 2.43% | Q3 2020 | Q3 2020 | 1 |
| DHT | DHT HOLDINGS INC | 1 | 1 | 2.42% | 2.42% | 2.42% | Q1 2020 | Q1 2020 | 1 |
| TPR | TAPESTRY INC | 1 | 1 | 1.94% | 1.94% | 1.94% | Q2 2021 | Q2 2021 | 1 |
| CDK | CDK GLOBAL INC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q3 2020 | Q3 2020 | 1 |
| FL | FOOT LOCKER INC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q2 2021 | Q2 2021 | 1 |
| HOME | AT HOME GROUP INC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q4 2019 | Q4 2019 | 1 |
| DECK | DECKERS OUTDOOR CORP | 1 | 1 | 1.18% | 1.18% | 1.18% | Q2 2020 | Q2 2020 | 1 |
| CCK | CROWN HLDGS INC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q1 2020 | Q1 2020 | 1 |
| WSM | WILLIAMS SONOMA INC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q4 2019 | Q4 2019 | 1 |
| ATIP | ATI PHYSICAL THERAPY INC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2021 | Q3 2021 | 1 |
| CSTM | CONSTELLIUM SE | 1 | 1 | 0.84% | 0.84% | 0.84% | Q1 2020 | Q1 2020 | 1 |
| AACQ | ARTIUS ACQUISITION INC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2021 | Q1 2021 | 1 |
| ORGN | ORIGIN MATERIALS INC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2021 | Q2 2021 | 1 |
| EXPR | EXPRESS INC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2022 | Q2 2022 | 1 |
| VAPO | VAPOTHERM INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2021 | Q3 2021 | 1 |
| JIHWS | JUNIPER INDL HLDGS INC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2021 | Q1 2021 | 1 |
| CRHC | COHN ROBBINS HOLDINGS ... | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2021 | Q1 2021 | 1 |
Download | |||||||||
The securities at the top of the list , including WILLSCOT MOBIL MINI HLDNG CO, BERRY GLOBAL GROUP INC, and PINTEREST INC, are the highest-conviction holdings of Bayberry Capital Partners LP.
The conviction is calculated by counting the number of quarters a security has been reported by Bayberry Capital Partners LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Bayberry Capital Partners LP owns currently or has owned in the past.