Bayberry Capital Partners LP
•CIK: 1771524•Filing: Q4 2025
**Bayberry Capital Partners LP** manages $286M across a portfolio of 24 distinct positions. The firm maintains significant exposure to several key names, notably anchoring its top holdings with CHR at $23.0M and WCC at $21.6M. Further concentration is evident in PRMB ($19.6M), SSF ($19.5M), and UHAL/B ($19.4M). This structure suggests a concentrated, high-conviction approach across its current investment universe.
Total AUM
$281.1M
+ $4.6M in options
QoQ Performance
-19.1%
Positions
23
+ 1 option
Top 10 Concentration
62.3%
Latest Filing
Q4 2025
Top Holdings Allocation
CHR
WCC
PRMB
SSF
UHAL/B
WWD
AER
JBS
CHR8.1%
WCC7.5%
PRMB6.9%
SSF6.8%
UHAL/B6.8%
WWD5.9%
AER5.7%
JBS5.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW9 new positions
↑4 increased
↓10 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023