BAYBERRY CAPITAL PARTNERS LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LION | 3.26M | $29.76M |
 | PRMB | 1.20M | $19.63M |
 | JBS | 1.00M | $14.45M |
 | UHAL-B | 414K | $19.36M |
 | BATRK | 350K | $13.81M |
 | LINE | 314K | $10.98M |
 | QDEL | 308K | $8.80M |
 | CELH | 293K | $13.40M |
 | SOLS | 279K | $13.55M |
 | CNM | 257K | $13.36M |
 | SXT | 207K | $19.47M |
 | CHDN | 202K | $23.03M |
 | AER | 113K | $16.19M |
 | UAL | 88K | $9.88M |
 | WCC | 88K | $21.55M |
 | FNKO | 80K | $272.00K |
 | VSCO | 78K | $4.21M |
 | TJX | 68K | $10.48M |
 | GFF | 65K | $4.79M |
 | IFF | 59K | $3.98M |
Lionsgate Studios Corp.
LION
Shares Held
3.26M
Value
$29.76M
Primo Brands Corporation
PRMB
Shares Held
1.20M
Value
$19.63M
JBS N.V.
JBS
Shares Held
1.00M
Value
$14.45M
U-Haul Holding Company
UHAL-B
Shares Held
414K
Value
$19.36M
Atlanta Braves Holdings, Inc.
BATRK
Shares Held
350K
Value
$13.81M
Lineage, Inc.
LINE
Shares Held
314K
Value
$10.98M
QuidelOrtho Corporation
QDEL
Shares Held
308K
Value
$8.80M
Celsius Holdings, Inc.
CELH
Shares Held
293K
Value
$13.40M
Solstice Advanced Materials Inc.
SOLS
Shares Held
279K
Value
$13.55M
Core & Main, Inc.
CNM
Shares Held
257K
Value
$13.36M
Sensient Technologies Corporation
SXT
Shares Held
207K
Value
$19.47M
Churchill Downs Incorporated
CHDN
Shares Held
202K
Value
$23.03M
AerCap Holdings N.V.
AER
Shares Held
113K
Value
$16.19M
United Airlines Holdings, Inc.
UAL
Shares Held
88K
Value
$9.88M
WESCO International, Inc.
WCC
Shares Held
88K
Value
$21.55M
Funko, Inc.
FNKO
Shares Held
80K
Value
$272.00K
Victoria's Secret & Co.
VSCO
Shares Held
78K
Value
$4.21M
The TJX Companies, Inc.
TJX
Shares Held
68K
Value
$10.48M
Griffon Corporation
GFF
Shares Held
65K
Value
$4.79M
International Flavors & Fragrances Inc.
IFF
Shares Held
59K
Value
$3.98M