Long-term investor

Bayberry Capital Partners LP @bayberrycapitalpartnersl

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001771524).

Record

  • Tracked since 2025-12-31 (249 days), 53 trades recorded
  • Returns: week n/a · month n/a · 90 days +18.7% · 6 months n/a · 1 year n/a · all +23.2%
  • Max drawdown n/a · win rate 0% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • CSTM · 7.2% · long · since 2026-03-31
  • SXT · 6.9% · long · since 2025-12-31
  • GLNG · 6.0% · long · since 2026-03-31
  • WWD · 5.7% · long · since 2025-12-31
  • CHDN · 5.5% · long · since 2025-12-31
  • PRMB · 5.2% · long · since 2025-12-31
  • WCC · 4.5% · long · since 2025-12-31
  • GFL · 4.2% · long · since 2026-06-30
  • SOLS · 4.2% · long · since 2025-12-31
  • VRSN · 4.1% · long · since 2026-06-30
  • TSM · 3.9% · long · since 2026-06-30
  • LION · 3.8% · long · since 2025-12-31

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