Bayberry Capital Partners as of Dec. 31, 2021
Portfolio Holdings for Bayberry Capital Partners
Bayberry Capital Partners holds 15 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 15.4 | $53M | 1.3M | 40.84 | |
| Janus International Group In Common Stock (JBI) | 12.5 | $43M | 3.5M | 12.52 | |
| Berry Plastics (BERY) | 11.4 | $39M | 533k | 73.78 | |
| Hillman Solutions Corp (HLMN) | 11.4 | $39M | 3.7M | 10.75 | |
| Purple Innovatio (PRPL) | 8.4 | $29M | 2.2M | 13.27 | |
| Elf Beauty (ELF) | 7.5 | $26M | 776k | 33.21 | |
| Cannae Holdings (CNNE) | 7.4 | $26M | 730k | 35.15 | |
| Dun & Bradstreet Hldgs (DNB) | 7.3 | $25M | 1.2M | 20.49 | |
| Booking Holdings (BKNG) | 5.5 | $19M | 7.9k | 2399.24 | |
| Arthur J. Gallagher & Co. (AJG) | 5.4 | $19M | 110k | 169.67 | |
| Pinterest Cl A (PINS) | 3.7 | $13M | 352k | 36.35 | |
| Smartrent Com Cl A (SMRT) | 3.7 | $13M | 1.3M | 9.68 | |
| Athlon Acquisition Corp Unit 01/12/2026 | 0.3 | $1.0M | 100k | 10.02 | |
| Authentic Equity Acquistn Unit 10/31/2027 | 0.0 | $100k | 10k | 10.00 | |
| Ushg Acquisition Corp Unit 99/99/9999 | 0.0 | $11k | 1.0k | 11.00 |
