0001771524-20-000002.txt : 20200214 0001771524-20-000002.hdr.sgml : 20200214 20200214134954 ACCESSION NUMBER: 0001771524-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200214 DATE AS OF CHANGE: 20200214 EFFECTIVENESS DATE: 20200214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Bayberry Capital Partners LP CENTRAL INDEX KEY: 0001771524 IRS NUMBER: 611903347 STATE OF INCORPORATION: DE FISCAL YEAR END: 1219 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20087 FILM NUMBER: 20617660 BUSINESS ADDRESS: STREET 1: 215 PARK AVENUE SOUTH STREET 2: 11TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10003 BUSINESS PHONE: 2128663059 MAIL ADDRESS: STREET 1: 215 PARK AVENUE SOUTH STREET 2: 11TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10003 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001771524 XXXXXXXX 12-31-2019 12-31-2019 Bayberry Capital Partners LP

215 PARK AVENUE SOUTH 11TH FLOOR NEW YORK NY 10003

13F HOLDINGS REPORT 028-20087 N Brian C. Smith 212-866-3059 Brian C. Smith NEW YORK NY 02-14-2020 0 14 215944 false INFORMATION TABLE 2 bayberry13fdec2019.xml CANNAE HLDGS INC COM 13765N107 23695 637146 SH SOLE 637146 0 0 GILDAN ACTIVEWEAR INC COM 375916103 18013 610000 SH SOLE 610000 0 0 INDUSTRIAL LOGISTICS PPTYS T COM SHS BEN INT 456237106 19429 866611 SH SOLE 866611 0 0 LAUREATE EDUCATION INC CL A 518613203 13384 760040 SH SOLE 760040 0 0 ONESPAWORLD HOLDINGS LIMITED COM P73684113 14260 846812 SH SOLE 846812 0 0 PENNANT GROUP INC COM 70805E109 10204 308570 SH SOLE 308570 0 0 THE REALREAL INC COM 88339P101 12886 683612 SH SOLE 683612 0 0 SCORPIO TANKERS INC SHS Y7542C130 26546 674773 SH SOLE 674773 0 0 TUSCAN HOLDINGS CORP COM 90069K104 3209 322225 SH SOLE 322225 0 0 UNIVAR SOLUTIONS INC COM 91336L107 18462 761650 SH SOLE 761650 0 0 VERISIGN INC COM 92343E102 11935 61943 SH SOLE 61943 0 0 WILLSCOT CORP COM 971375126 38836 2100398 SH SOLE 2100398 0 0 WILLIAMS SONOMA INC COM 969904101 2335 31800 SH SOLE 31800 0 0 AT HOME GROUP INC COM 04650Y100 2750 500000 SH Call SOLE 500000 0 0