Bayberry Capital Partners LP Q2 2021 13F Holdings

Bayberry Capital Partners LP Q2 2021 holdings
TickerName Value Shares↓ Weighting
WSC WILLSCOT MOBIL MINI HL...Reduce  $40,133
-20.2%
1,440,000
-20.5%
11.36%
-25.6%
BERY BERRY GLOBAL GROUP INCReduce  $37,175
-6.9%
570,000
-12.3%
10.52%
-13.2%
LCY LANDCADIA HOLDINGS III...New  $35,9602,900,00010.18%
JBI JANUS INTERNATIONAL GR...New  $34,8302,465,0009.86%
PRPL PURPLE INNOVATION INCAdd  $22,449
-8.8%
850,000
9.3%
6.36%
-15.0%
DNB DUN & BRADSTREET HLDGS...Add  $21,840
-2.9%
1,022,000
8.1%
6.18%
-9.6%
FCN FTI CONSULTING INCReduce  $20,901
-14.8%
153,000
-12.6%
5.92%
-20.6%
GDDY GODADDY INCcl aReduce  $20,870
-12.4%
240,000
-21.8%
5.91%
-18.4%
ELF E L F BEAUTY INC  $19,921
1.2%
734,0000.0%5.64%
-5.7%
PINS PINTEREST INCcl aReduce  $19,659
-7.8%
249,000
-13.5%
5.57%
-14.1%
BKNG BOOKING HOLDINGS INCAdd  $19,583
-3.7%
8,950
2.5%
5.54%
-10.3%
LHCG LHC GROUP INC  $18,965
4.7%
94,7000.0%5.37%
-2.4%
CNNE CANNAE HLDGS INCAdd  $16,311
1.6%
481,000
18.7%
4.62%
-5.3%
TPX TEMPUR SEALY INTL INCNew  $7,485191,0002.12%
TPR TAPESTRY INCNew  $6,870158,0001.94%
FL FOOT LOCKER INCNew  $5,23985,0001.48%
ORGN ORIGIN MATERIALS INCNew  $2,079253,5460.59%
JBIWS JANUS INTERNATIONAL GR...*w exp 06/07/202New  $1,814435,0000.51%
SWETU ATHLON ACQUISITION CORPunit 01/12/2026  $1,003
1.4%
100,0000.0%0.28%
-5.6%
AEACU AUTHENTIC EQUITY ACQUI...unit 10/31/2027  $101
2.0%
10,0000.0%0.03%
-3.3%
HUGSU USHG ACQUISITION CORPunit 99/99/9999New  $101,0000.00%
CRHC COHN ROBBINS HOLDINGS ...Sold out  $0-114,000-0.34%
JIHWS JUNIPER INDL HLDGS INC*w exp 11/13/202Sold out  $0-435,000-0.36%
AACQ ARTIUS ACQUISITION INCSold out  $0-260,000-0.80%
SE SEA LTDsponsord adsSold out  $0-54,500-3.70%
JIH JUNIPER INDL HLDGS INCSold out  $0-2,395,000-9.02%
  • Bayberry Capital Partners LP Q2 2021 Portfolio
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  • Quarter
    Q2 2021
  • Total value
    $353 Million
  • Holdings
    21
  • Turnover
    72.2%
  • EDGAR