BAYBERRY CAPITAL PARTNERS LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LION | 2.32M | $22.28M |
 | CSTM | 874K | $21.48M |
 | PRMB | 741K | $13.95M |
 | JBS | 542K | $9.73M |
 | COLD | 381K | $4.37M |
 | GLNG | 310K | $16.77M |
 | BATRK | 291K | $12.43M |
 | UHAL-B | 290K | $12.95M |
 | QDEL | 283K | $4.64M |
 | FNKO | 260K | $819.00K |
 | SXT | 239K | $20.68M |
 | CHDN | 215K | $19.31M |
 | CELH | 210K | $7.45M |
 | CTRN | 170K | $7.37M |
 | PVH | 156K | $10.88M |
 | SOLS | 156K | $11.86M |
 | LINE | 133K | $4.36M |
 | AIR | 110K | $12.04M |
 | AER | 69K | $9.40M |
 | TJX | 64K | $10.22M |
Lionsgate Studios Corp.
LION
Shares Held
2.32M
Value
$22.28M
Constellium SE
CSTM
Shares Held
874K
Value
$21.48M
Primo Brands Corporation
PRMB
Shares Held
741K
Value
$13.95M
Jbs N.V.
JBS
Shares Held
542K
Value
$9.73M
Americold Realty Trust, Inc.
COLD
Shares Held
381K
Value
$4.37M
Golar LNG Limited
GLNG
Shares Held
310K
Value
$16.77M
Atlanta Braves Holdings, Inc.
BATRK
Shares Held
291K
Value
$12.43M
U-Haul Holding Company
UHAL-B
Shares Held
290K
Value
$12.95M
QuidelOrtho Corporation
QDEL
Shares Held
283K
Value
$4.64M
Funko, Inc.
FNKO
Shares Held
260K
Value
$819.00K
Sensient Technologies Corporation
SXT
Shares Held
239K
Value
$20.68M
Churchill Downs Incorporated
CHDN
Shares Held
215K
Value
$19.31M
Celsius Holdings, Inc.
CELH
Shares Held
210K
Value
$7.45M
Citi Trends, Inc.
CTRN
Shares Held
170K
Value
$7.37M
PVH Corp.
PVH
Shares Held
156K
Value
$10.88M
Solstice Advanced Materials Inc.
SOLS
Shares Held
156K
Value
$11.86M
Lineage, Inc.
LINE
Shares Held
133K
Value
$4.36M
AAR Corp.
AIR
Shares Held
110K
Value
$12.04M
AerCap Holdings N.V.
AER
Shares Held
69K
Value
$9.40M
The TJX Companies, Inc.
TJX
Shares Held
64K
Value
$10.22M