Stock Taper 
BAYBERRY CAPITAL PARTNERS LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 24K | $11.46M |
 Guidewire Software, Inc. | GWRE | 28.5K | $3.51M |
 Clean Harbors, Inc. | CLH | 30.7K | $9.17M |
 VSE Corporation | VSEC | 37.4K | $8.55M |
 WESCO International, Inc. | WCC | 37.7K | $13.02M |
 Woodward, Inc. | WWD | 38.7K | $16.46M |
 RTX Corporation | RTX | 41.9K | $7.95M |
 VeriSign, Inc. | VRSN | 47.3K | $11.9M |
 The TJX Companies, Inc. | TJX | 64K | $9.7M |
 Lineage, Inc. | LINE | 87K | $3.76M |
 First American Financial Corporation | FAF | 112K | $7.68M |
 Solstice Advanced Materials Inc. | SOLS | 137K | $12.14M |
 Sensient Technologies Corporation | SXT | 163K | $20.1M |
 Churchill Downs Incorporated | CHDN | 178K | $15.96M |
 U-Haul Holding Company | UHAL-B | 185K | $10.67M |
 Atlanta Braves Holdings, Inc. | BATRK | 210K | $10.9M |
 Celsius Holdings, Inc. | CELH | 226.5K | $6.63M |
 Americold Realty Trust, Inc. | COLD | 240K | $3.77M |
 GFL Environmental Inc. | GFL | 335K | $12.32M |
 Golar LNG Limited | GLNG | 349K | $17.39M |