Bayberry Capital Partners LP - Q42025 Holdings

Bayberry Capital Partners LP holds 24 stocks with a total portfolio value of $ 315.42M as of Q42025. In Q42025, Bayberry Capital Partners LP added 9 new positions, increased stakes in 4 stocks, reduced 10 holdings, and fully exited 12 positions. The largest holding is Lionsgate Studios Corp, representing 10.88% of the total portfolio.