Bayberry Capital Partners as of June 30, 2022
Portfolio Holdings for Bayberry Capital Partners
Bayberry Capital Partners holds 15 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 16.1 | $51M | 1.6M | 32.42 | |
| Burford Cap Ord Shs (BUR) | 13.3 | $43M | 4.2M | 10.09 | |
| Janus International Group In Common Stock (JBI) | 12.9 | $41M | 4.6M | 9.03 | |
| Zurn Water Solutions Corp Zws (ZWS) | 10.9 | $35M | 1.3M | 27.24 | |
| Hillman Solutions Corp (HLMN) | 8.5 | $27M | 3.1M | 8.64 | |
| Arthur J. Gallagher & Co. (AJG) | 8.3 | $27M | 163k | 163.04 | |
| Ferguson SHS (FERG) | 5.5 | $18M | 160k | 110.71 | |
| Berry Plastics (BERY) | 5.3 | $17M | 313k | 54.64 | |
| Cannae Holdings (CNNE) | 4.7 | $15M | 775k | 19.34 | |
| Funko Com Cl A (FNKO) | 4.4 | $14M | 625k | 22.32 | |
| Callaway Golf Company (MODG) | 3.6 | $11M | 560k | 20.40 | |
| TJX Companies (TJX) | 2.8 | $9.0M | 162k | 55.85 | |
| Bwx Technologies (BWXT) | 2.2 | $6.9M | 125k | 55.09 | |
| Purple Innovatio (PRPL) | 1.0 | $3.1M | 1.0M | 3.06 | |
| Express | 0.6 | $1.8M | 910k | 1.96 |
