Bayberry Capital Partners LP - Q12026 Holdings

Bayberry Capital Partners LP holds 29 stocks with a total portfolio value of $ 323.25M as of Q12026. In Q12026, Bayberry Capital Partners LP added 12 new positions, increased stakes in 3 stocks, reduced 14 holdings, and fully exited 7 positions. The largest holding is Lionsgate Studios Corp (LION), representing 8.38% of the total portfolio.