0001771524-21-000002.txt : 20210216 0001771524-21-000002.hdr.sgml : 20210216 20210216120527 ACCESSION NUMBER: 0001771524-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210216 DATE AS OF CHANGE: 20210216 EFFECTIVENESS DATE: 20210216 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: 21634733 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 12-31-2020 12-31-2020 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 02-16-2021 0 16 357010 false INFORMATION TABLE 2 bayberry13fdec2020.xml WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 49607 2141000 SH SOLE 2141000 0 0 BERRY GLOBAL GROUP INC COM 08579W103 37760 672000 SH SOLE 672000 0 0 COPART INC COM 217204106 33085 260000 SH SOLE 260000 0 0 E L F BEAUTY INC COM 26856L103 28465 1130000 SH SOLE 1130000 0 0 PURPLE INNOVATION INC COM 74640Y106 26352 800000 SH SOLE 800000 0 0 FTI CONSULTING INC COM 302941109 21785 195000 SH SOLE 195000 0 0 GODADDY INC CL A 380237107 20986 253000 SH SOLE 253000 0 0 LHC GROUP INC COM 50187A107 20201 94700 SH SOLE 94700 0 0 PINTEREST INC CL A 72352L106 19309 293000 SH SOLE 293000 0 0 AT HOME GROUP INC COM 04650Y100 18351 1187000 SH SOLE 1187000 0 0 CANNAE HLDGS INC COM 13765N107 17937 405168 SH SOLE 405168 0 0 SEA LTD SPONSORD ADS 81141R100 16521 83000 SH SOLE 83000 0 0 BOOKING HOLDINGS INC COM 09857L108 15056 6760 SH SOLE 6760 0 0 UNIVAR SOLUTIONS USA INC COM 91336L107 13972 735000 SH SOLE 735000 0 0 DUN & BRADSTREET HLDGS INC COM 26484T106 10657 428000 SH SOLE 428000 0 0 TJX COS INC NEW COM 872540109 6966 102000 SH SOLE 102000 0 0