Bayberry Capital Partners Lp Top Holdings and 13F Report (2024) → SHOCKING Crypto Leak… (From Crypto 101 Media) (Ad) About Bayberry Capital Partners LpInvestment ActivityBayberry Capital Partners Lp has $535.57 million in total holdings as of March 31, 2024.Bayberry Capital Partners Lp owns shares of 23 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 29.33% of the portfolio was purchased this quarter.About 33.75% of the portfolio was sold this quarter.This quarter, Bayberry Capital Partners Lp has purchased 20 new stocks and bought additional shares in 5 stocks.Bayberry Capital Partners Lp sold shares of 9 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $167,382,400Carpenter Technology $35,887,122IQVIA $26,553,450CRH PLC $26,136,780Atmus Filtration Technologies $25,800,000 Largest New Holdings this Quarter Carpenter Technology $35,887,122 HoldingAtmus Filtration Technologies $25,800,000 HoldingAerCap $18,859,470 HoldingWESCO International $18,498,240 HoldingVESTIS CORPORATION $16,379,500 Holding Largest Purchases this Quarter Carpenter Technology 502,480 shares (about $35.89M)Atmus Filtration Technologies 800,000 shares (about $25.80M)AerCap 217,000 shares (about $18.86M)WESCO International 108,000 shares (about $18.50M)VESTIS CORPORATION 850,000 shares (about $16.38M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 160,000 shares (about $83.69M)Lamb Weston 107,000 shares (about $11.40M)WillScot Mobile Mini 188,000 shares (about $8.74M)IQVIA 31,700 shares (about $8.02M)Janus International Group 460,000 shares (about $6.96M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBayberry Capital Partners Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$167,382,400$83,691,200 ▼-33.3%320,00031.3%FinanceCRSCarpenter Technology$35,887,122$35,887,122 ▲New Holding502,4806.7%Basic MaterialsIQVIQVIA$26,553,450$8,016,613 ▼-23.2%105,0005.0%MedicalCRH PLC$26,136,780$2,846,580 ▲12.2%303,0004.9%ORDATMUAtmus Filtration Technologies$25,800,000$25,800,000 ▲New Holding800,0004.8%Industrial ProductsDGDollar General$19,039,320$1,872,720 ▲10.9%122,0003.6%Retail/WholesaleAERAerCap$18,859,470$18,859,470 ▲New Holding217,0003.5%FinanceWCCWESCO International$18,498,240$18,498,240 ▲New Holding108,0003.5%Computer and TechnologyTJXTJX Companies$18,255,600$3,042,600 ▼-14.3%180,0003.4%Retail/WholesaleROSTRoss Stores$17,757,960$3,081,960 ▲21.0%121,0003.3%Retail/WholesaleJBIJanus International Group$16,794,300$6,959,800 ▼-29.3%1,110,0003.1%ConstructionPINSPinterest$16,572,260$3,813,700 ▼-18.7%478,0003.1%Computer and TechnologyVESTIS CORPORATION$16,379,500$16,379,500 ▲New Holding850,0003.1%COM SHSGXOGXO Logistics$14,676,480$1,881,600 ▲14.7%273,0002.7%TransportationWSCWillScot Mobile Mini$14,136,000$8,742,000 ▼-38.2%304,0002.6%Consumer DiscretionaryGEGeneral Electric$14,042,400$14,042,400 ▲New Holding80,0002.6%TransportationBERYBerry Global Group$13,910,400$1,330,560 ▼-8.7%230,0002.6%Industrial ProductsBATRKAtlanta Braves$12,889,800$1,484,280 ▲13.0%330,0002.4%Multi-Sector ConglomeratesLWLamb Weston$12,570,540$11,398,710 ▼-47.6%118,0002.3%Consumer StaplesVSCOVictoria's Secret & Co.$11,918,700$11,918,700 ▲New Holding615,0002.2%Consumer DiscretionarySDRLSeadrill$10,663,6000.0%212,0002.0%Oils/EnergyANFAbercrombie & Fitch$4,511,880$4,511,880 ▲New Holding36,0000.8%Retail/WholesaleFNKOFunko$2,328,799$3,586,720 ▼-60.6%373,2050.4%Consumer DiscretionaryFLEXFlex$0$17,209,900 ▼-100.0%00.0%Computer and TechnologyBWXTBWX Technologies$0$13,427,750 ▼-100.0%00.0%Computer and TechnologyCROXCrocs$0$10,088,280 ▼-100.0%00.0%Consumer DiscretionaryBURBurford Capital$0$6,474,000 ▼-100.0%00.0%FinanceTLTiShares 20+ Year Treasury Bond ETF$0$2,966,400 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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