BAYBERRY CAPITAL PARTNERS LP

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Name
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Avg Price (*)
% Change
P/L since open
Time since open
% Portfolio
% Outstanding
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CRS
CARPENTER TECHNOLOGY
254,000+10,000+4.10%
Created with Highcharts 10.1.0
$70.0215.36%0.51%46,019,7202025-03-31
SXT
SENSIENT TECHNOLOGIES
384,000+384,000
Open
Created with Highcharts 10.1.0
$72.419.54%0.90%28,581,1202025-03-31
LION
LIONHEART III
3,733,871+3,332,671+830.68%
Created with Highcharts 10.1.0
$7.629.31%1.29%27,892,0162025-03-31
UHAL.B
U-HAUL HOLDING
433,000-14,553-3.25%
Created with Highcharts 10.1.0
$0.008.55%0.00%25,624,9402025-03-31
WCC
WESCO INTERNATIONAL
146,000+46,000+46.00%
Created with Highcharts 10.1.0
$179.917.57%0.30%22,673,8002025-03-31
QDEL
QUIDELORTHO
518,000+97,830+23.28%
Created with Highcharts 10.1.0
$39.846.05%0.77%18,114,4602025-03-31
AER
AERCAP HOLDINGS NV
170,00000.00%
Created with Highcharts 10.1.0
$80.715.80%0.00%17,368,9002025-03-31
BATRK
LIBERTY MEDIA
412,000+55,000+15.41%
Created with Highcharts 10.1.0
$30.185.50%0.00%16,484,1202025-03-31
ALIT
ALIGHT
2,778,900+278,900+11.16%
Created with Highcharts 10.1.0
$7.755.50%0.53%16,478,8772025-03-31
DLTR
DOLLAR TREE
194,000+52,000+36.62%
Created with Highcharts 10.1.0
$104.144.86%0.09%14,563,5802025-03-31
TJX
TJX COMPANIES
108,00000.00%
Created with Highcharts 10.1.0
$82.884.39%0.01%13,154,4002025-03-31
WWD
WOODWARD
69,900+69,900
Open
Created with Highcharts 10.1.0
$184.434.26%0.12%12,756,0512025-03-31
MGRC
MCGRATH RENTCORP
90,049+13,049+16.95%
Created with Highcharts 10.1.0
$114.753.35%0.37%10,031,4592025-03-31
DNB
DUN & BRADSTREET HOLDINGS
959,000-224,000-18.93%
Created with Highcharts 10.1.0
$13.452.86%0.21%8,573,4602025-03-31
VRT
VERTIV HOLDINGS
80,100+80,100
Open
Created with Highcharts 10.1.0
$103.391.93%0.02%5,783,2202025-03-31
NVT
NVENT ELECTRIC
110,000+110,000
Open
Created with Highcharts 10.1.0
$62.371.92%0.07%5,766,2002025-03-31
VSCO
VICTORIA'S SECRET &
270,000+270,000
Open
Created with Highcharts 10.1.0
$25.461.67%0.34%5,016,6002025-03-31
FL
FOOT LOCKER
334,000+42,068+14.41%
Created with Highcharts 10.1.0
$22.521.57%0.35%4,709,4002025-03-31
UAL
UNITED AIRLINES HOLDINGS
0-210,000
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
ATMU
ATMUS FILTRATION TECHNOLOGIES
0-453,000
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
LBTYA
LIBERTY GLOBAL
0-1,080,000
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31