13F HOLDINGS REPORT
Bayberry Capital Partners LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001892688-23-000019
Total Value
$268.0M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WILLSCOT MOBIL MINI HLDNG CO | WSC | 875,000 | $39.5M | 14.75% |
| 2 | BURFORD CAP LTD | BUR | 4,750,000 | $38.7M | 14.45% |
| 3 | ZURN ELKAY WATER SOLNS CORP | 98983L108 | 1,395,000 | $29.5M | 11.01% |
| 4 | JANUS INTERNATIONAL GROUP IN | JBI | 2,905,053 | $27.7M | 10.32% |
| 5 | BWX TECHNOLOGIES INC | BWXT | 360,000 | $20.9M | 7.80% |
| 6 | FUNKO INC | FNKO | 1,895,000 | $20.7M | 7.72% |
| 7 | PINTEREST INC | PINS | 837,000 | $20.3M | 7.58% |
| 8 | TOPGOLF CALLAWAY BRANDS CORP | 131193104 | 1,025,000 | $20.2M | 7.55% |
| 9 | LIBERTY MEDIA CORP DEL | FWONB | 620,000 | $20.0M | 7.46% |
| 10 | HILLMAN SOLUTIONS CORP | HLMN | 2,346,000 | $16.9M | 6.31% |
| 11 | TJX COS INC NEW | 872540109 | 170,000 | $13.5M | 5.05% |