BAYBERRY CAPITAL PARTNERS LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LION | 5.58M | $38.47M |
 | ALIT | 2.42M | $7.89M |
 | JBS | 1.00M | $14.96M |
 | PRMB | 943K | $20.84M |
 | TIC | 675K | $8.98M |
 | UHAL-B | 457K | $23.27M |
 | BATRK | 432K | $17.95M |
 | GLNG | 346K | $13.98M |
 | ATMU | 283K | $12.74M |
 | CHDN | 264K | $25.61M |
 | VSCO | 241K | $6.55M |
 | VVV | 208K | $7.48M |
 | SXT | 193K | $18.11M |
 | QDEL | 182K | $5.36M |
 | WCC | 134K | $28.36M |
 | AER | 130K | $15.71M |
 | ATI | 124K | $10.09M |
 | GFF | 124K | $9.42M |
 | COCO | 93K | $3.95M |
 | PLYM | 92K | $2.05M |
Lionsgate Studios Corp.
LION
Shares Held
5.58M
Value
$38.47M
Alight, Inc.
ALIT
Shares Held
2.42M
Value
$7.89M
JBS N.V.
JBS
Shares Held
1.00M
Value
$14.96M
Primo Brands Corporation
PRMB
Shares Held
943K
Value
$20.84M
TIC Solutions, Inc.
TIC
Shares Held
675K
Value
$8.98M
U-Haul Holding Company
UHAL-B
Shares Held
457K
Value
$23.27M
Atlanta Braves Holdings, Inc.
BATRK
Shares Held
432K
Value
$17.95M
Golar LNG Limited
GLNG
Shares Held
346K
Value
$13.98M
Atmus Filtration Technologies Inc.
ATMU
Shares Held
283K
Value
$12.74M
Churchill Downs Incorporated
CHDN
Shares Held
264K
Value
$25.61M
Victoria's Secret & Co.
VSCO
Shares Held
241K
Value
$6.55M
Valvoline Inc.
VVV
Shares Held
208K
Value
$7.48M
Sensient Technologies Corporation
SXT
Shares Held
193K
Value
$18.11M
QuidelOrtho Corporation
QDEL
Shares Held
182K
Value
$5.36M
WESCO International, Inc.
WCC
Shares Held
134K
Value
$28.36M
AerCap Holdings N.V.
AER
Shares Held
130K
Value
$15.71M
ATI Inc.
ATI
Shares Held
124K
Value
$10.09M
Griffon Corporation
GFF
Shares Held
124K
Value
$9.42M
The Vita Coco Company, Inc.
COCO
Shares Held
93K
Value
$3.95M
Plymouth Industrial REIT, Inc.
PLYM
Shares Held
92K
Value
$2.05M