Holdings
Bayberry Capital Partners LP
As of Jun 30, 2026, Bayberry Capital Partners LP reported 25 positions worth US$259M. Largest: Sensient Technologies Corporation, Golar Lng Limited and Woodward, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Sensient Technologies Corporation | 163K | US$20.1M | −76,200 | Jun 30, 2026 |
| Golar Lng Limited | 349K | US$17.4M | +39,000 | Jun 30, 2026 |
| Woodward, Inc. | 38,700 | US$16.5M | −1,400 | Jun 30, 2026 |
| Churchill Downs, Incorporated | 178K | US$16M | −37,000 | Jun 30, 2026 |
| Primo Brands Corporation | 614K | US$15M | −127K | Jun 30, 2026 |
| Wesco International, Inc. | 37,700 | US$13M | −24,500 | Jun 30, 2026 |
| Gfl Environmental Inc | 335K | US$12.3M | new | Jun 30, 2026 |
| Solstice Advanced Materials Inc. | 137K | US$12.1M | −18,700 | Jun 30, 2026 |
| Verisign, Inc. | 47,300 | US$11.9M | new | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 24,000 | US$11.5M | new | Jun 30, 2026 |