Bayberry Capital Partners LP — 13F holdings

Bayberry Capital Partners LP reported 27 holdings worth $290M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. CSTM CONSTELLIUM SE — $20.9M (7.2%)
2. SXT SENSIENT TECHNOLOGIES CORP — $20.1M (6.9%)
3. GLNG GOLAR LNG LTD — $17.4M (6.0%)
4. WWD WOODWARD INC — $16.5M (5.7%)
5. CHDN CHURCHILL DOWNS INC — $16.0M (5.5%)
6. PRMB PRIMO BRANDS CORPORATION — $15.0M (5.2%)
7. WCC WESCO INTL INC — $13.0M (4.5%)
8. GFL GFL ENVIRONMENTAL INC — $12.3M (4.2%)
9. SOLS SOLSTICE ADVANCED MATLS INC — $12.1M (4.2%)
10. VRSN VERISIGN INC — $11.9M (4.1%)