0001771524-20-000009.txt : 20201116 0001771524-20-000009.hdr.sgml : 20201116 20201116091523 ACCESSION NUMBER: 0001771524-20-000009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201116 DATE AS OF CHANGE: 20201116 EFFECTIVENESS DATE: 20201116 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: 201314018 BUSINESS ADDRESS: STREET 1: 30 EAST 23RD STREET STREET 2: 3RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10010 BUSINESS PHONE: 2128663059 MAIL ADDRESS: STREET 1: 30 EAST 23RD STREET STREET 2: 3RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10010 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001771524 XXXXXXXX 09-30-2020 09-30-2020 Bayberry Capital Partners LP

30 EAST 23RD STREET 3RD FLOOR NEW YORK NY 10010

13F HOLDINGS REPORT 028-20087 N Brian C. Smith 212-866-3059 Brian C. Smith New York NY 11-16-2020 0 19 349556 false INFORMATION TABLE 2 bayberry13fsep2020.xml WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 41033 2460000 SH SOLE 2460000 0 0 BERRY GLOBAL GROUP INC COM 08579W103 32616 675000 SH SOLE 675000 0 0 E L F BEAUTY INC COM 26856L103 31203 1698573 SH SOLE 1698573 0 0 COPART INC COM 217204106 30812 293000 SH SOLE 293000 0 0 PINTEREST INC CL A 72352L106 23163 558000 SH SOLE 558000 0 0 LHC GROUP INC COM 50187A107 20129 94700 SH SOLE 94700 0 0 AT HOME GROUP INC COM 04650Y100 16569 1115000 SH SOLE 1115000 0 0 PURPLE INNOVATION INC COM 74640Y106 16159 650000 SH SOLE 650000 0 0 FTI CONSULTING INC COM 302941109 15832 149400 SH SOLE 149400 0 0 UNIVAR SOLUTIONS USA INC COM 91336L107 15580 923000 SH SOLE 923000 0 0 HD SUPPLY HLDGS INC COM 40416M105 15218 369000 SH SOLE 369000 0 0 CANNAE HLDGS INC COM 13765N107 15097 405168 SH SOLE 405168 0 0 GODADDY INC CL A 380237107 14662 193000 SH SOLE 193000 0 0 TJX COS INC NEW COM 872540109 12894 231700 SH SOLE 231700 0 0 DUN & BRADSTREET HLDGS INC COM 26484T106 12702 495000 SH SOLE 495000 0 0 SPORTSMANS WHSE HLDGS INC COM 84920Y106 12664 885000 SH SOLE 885000 0 0 BOOKING HOLDINGS INC COM 09857L108 9469 5535 SH SOLE 5535 0 0 FLWS/1-800 FLOWERS CL A 68243Q106 8480 340000 SH SOLE 340000 0 0 CDK GLOBAL INC COM 12508E101 5274 121000 SH SOLE 121000 0 0