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| Name: |
Bayberry Capital Partners LP |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10003 |
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data |
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| Holdings
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
CRS |
Carpenter Technology Corp |
1 |
New |
$106.69 |
$35,887,000 |
502,480 |
9.75% |
35,887,000 |
502,480 |
1.046 |
Steel & Iron |
|
|
ATMU |
Atmus Filtration Technologi... |
4 |
New |
$29.28 |
$25,800,000 |
800,000 |
7.01% |
25,800,000 |
800,000 |
0.96 |
N/A |
|
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AER |
Aercap Holdings (NV) |
6 |
New |
$91.73 |
$18,859,000 |
217,000 |
5.12% |
18,859,000 |
217,000 |
0.089 |
Rental & Leasing Serv... |
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WCC |
WESCO International |
7 |
New |
$177.98 |
$18,498,000 |
108,000 |
5.02% |
18,498,000 |
108,000 |
0.215 |
Electronics Wholesale |
|
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VSTS |
Vestis Corp |
12 |
New |
$12.51 |
$16,380,000 |
850,000 |
4.45% |
16,380,000 |
850,000 |
0.65 |
N/A |
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GE |
General Electric Co |
15 |
New |
$162.55 |
$14,042,000 |
80,000 |
3.81% |
14,042,000 |
80,000 |
0.007 |
Conglomerates |
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VSCO |
Victorias Secret & Co. |
19 |
New |
$22.61 |
$11,919,000 |
615,000 |
3.24% |
11,919,000 |
615,000 |
0.696 |
N/A |
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ANF |
Abercrombie & Fitch Co |
21 |
New |
$122.08 |
$4,512,000 |
36,000 |
1.23% |
4,512,000 |
36,000 |
0.058 |
Apparel Stores |
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