0001892688-24-000058.txt : 20240515
0001892688-24-000058.hdr.sgml : 20240515
20240515120202
ACCESSION NUMBER: 0001892688-24-000058
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240515
DATE AS OF CHANGE: 20240515
EFFECTIVENESS DATE: 20240515
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Bayberry Capital Partners LP
CENTRAL INDEX KEY: 0001771524
ORGANIZATION NAME:
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: 24948542
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
X0202
13F-HR
LIVE
false
false
false
0001771524
XXXXXXXX
03-31-2024
03-31-2024
Bayberry Capital Partners LP
30 EAST 23RD STREET
3RD FLOOR
NEW YORK
NY
10010
13F HOLDINGS REPORT
028-20087
000300381
801-114843
N
Brian C. Smith
CCO/CFO/COO
212-866-3059
Brian Smith
New York
NY
05-15-2024
0
23
535565001
false
INFORMATION TABLE
2
bayberry13fmar2024.xml
ABERCROMBIE & FITCH CO
CL A
002896207
4511880
36000
SH
SOLE
36000
0
0
AERCAP HOLDINGS NV
SHS
N00985106
18859470
217000
SH
SOLE
217000
0
0
ATLANTA BRAVES HLDGS INC
COM SER C
047726302
12889800
330000
SH
SOLE
330000
0
0
ATMUS FILTRATION TECHNOLOGIE
COM
04956D107
25800000
800000
SH
SOLE
800000
0
0
BERRY GLOBAL GROUP INC
COM
08579W103
13910400
230000
SH
SOLE
230000
0
0
CARPENTER TECHNOLOGY CORP
COM
144285103
35887122
502480
SH
SOLE
502480
0
0
CRH PLC
ORD
G25508105
26136780
303000
SH
SOLE
303000
0
0
DOLLAR GEN CORP NEW
COM
256677105
19039320
122000
SH
SOLE
122000
0
0
FUNKO INC
COM CL A
361008105
2328799
373205
SH
SOLE
373205
0
0
GENERAL ELECTRIC CO
COM NEW
369604301
14042400
80000
SH
SOLE
80000
0
0
GXO LOGISTICS INCORPORATED
COMMON STOCK
36262G101
14676480
273000
SH
SOLE
273000
0
0
IQVIA HLDGS INC
COM
46266C105
26553450
105000
SH
SOLE
105000
0
0
JANUS INTERNATIONAL GROUP IN
COMMON STOCK
47103N106
16794300
1110000
SH
SOLE
1110000
0
0
LAMB WESTON HLDGS INC
COM
513272104
12570540
118000
SH
SOLE
118000
0
0
PINTEREST INC
CL A
72352L106
16572260
478000
SH
SOLE
478000
0
0
ROSS STORES INC
COM
778296103
17757960
121000
SH
SOLE
121000
0
0
SEADRILL 2021 LTD
COM
G7997W102
10663600
212000
SH
SOLE
212000
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
167382400
320000
SH
Put
SOLE
320000
0
0
TJX COS INC NEW
COM
872540109
18255600
180000
SH
SOLE
180000
0
0
VESTIS CORPORATION
COM SHS
29430C102
16379500
850000
SH
SOLE
850000
0
0
VICTORIAS SECRET AND CO
COMMON STOCK
926400102
11918700
615000
SH
SOLE
615000
0
0
WESCO INTL INC
COM
95082P105
18498240
108000
SH
SOLE
108000
0
0
WILLSCOT MOBIL MINI HLDNG CO
COM CL A
971378104
14136000
304000
SH
SOLE
304000
0
0