Bayberry Capital Partners LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$262.5B
Holdings
16
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CRSCARPENTER TECHNOLOGY CORP | 244,000 | $41.4B | 15.78% | |
| 2 | UHAL/BU HAUL HOLDING COMPANY | 447,553 | $28.7B | 10.92% | |
| 3 | UALUNITED AIRLS HLDGS INC | 210,000 | $20.4B | 7.77% | |
| 4 | QDELQUIDELORTHO CORP | 420,170 | $18.7B | 7.13% | |
| 5 | WCCWESCO INTL INC | 100,000 | $18.1B | 6.89% | |
| 6 | ATMUATMUS FILTRATION TECHNOLOGIE | 453,000 | $17.7B | 6.76% | |
| 7 | ALITALIGHT INC | 2,500,000 | $17.3B | 6.59% | |
| 8 | AERAERCAP HOLDINGS NV | 170,000 | $16.3B | 6.20% | |
| 9 | DNBDUN & BRADSTREET HLDGS INC | 1,183,000 | $14.7B | 5.62% | |
| 10 | LBTYALIBERTY GLOBAL LTD | 1,080,000 | $13.8B | 5.25% | |
| 11 | BATRAATLANTA BRAVES HLDGS INC | 357,000 | $13.7B | 5.20% | |
| 12 | TJXTJX COS INC NEW | 108,000 | $13.0B | 4.97% | |
| 13 | DLTRDOLLAR TREE INC | 142,000 | $10.6B | 4.05% | |
| 14 | MGRCMCGRATH RENTCORP | 77,000 | $8.6B | 3.28% | |
| 15 | WOOFOOT LOCKER INC | 291,932 | $6.4B | 2.42% | |
| 16 | LIONLIONSGATE STUDIOS CORP | 401,200 | $3.0B | 1.16% |