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Bayberry Capital Partners LP
Bayberry Capital Partners LP is a New York-based hedge fund founded in 2018. The firm is focused on value-oriented equity investments in the global public markets, prioritizing a long-term investment horizon and fundamental, research-driven strategies. Bayberry Capital Partners manages just under $600 million in regulatory assets (as of mid-2025), operates with a relatively small team, and is led by portfolio manager Angela Aldrich and principal Brian C. Smith. Its clients are primarily private funds and institutional investors.
Investment Strategy
Bayberry Capital Partners employs a fundamental research-driven investment process, targeting undervalued or overlooked companies in the global public equity markets. The firm maintains a concentrated portfolio of high-conviction investments, often partnering closely with management teams to unlock shareholder value and drive long-term growth. Bayberry emphasizes strong corporate governance and sustainable business practices, incorporating environmental, social, and governance (ESG) factors into investment analysis and engaging with portfolio companies for positive change. Their approach is grounded in rigorous analysis, financial modeling, and thorough due diligence, aiming to produce superior absolute returns for their limited partners.
Latest 13F Filing Activity
Bayberry Capital Partners LP filed their most recent 13F report on Jun 30, 2025 disclosing 22 equity positions and 1 options positions with a total 13F market value of $311M. The fund increased holdings in Lionsgate Studios Corp., Primo Brands Corporation, Atmus Filtration Technologie among other positions. Bayberry Capital Partners LP reduced exposure to Carpenter Technology Corp., Lionsgate Studios Corp., Quidelortho Corp. among others.
Top Holdings
Equity Positions (22)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SXT | SENSIENT TECHNOLOGIES CORP | 9.49% | $29.6M | 300,000 | $74.43 | $98.52 | +$974.9K |
W WCC | WESCO INTL INC | 8.61% | $26.8M | 144,800 | $169.63 | $185.20 | +$4.1M |
L LION | LIONSGATE STUDIOS CORP | 7.57% | $23.6M | 4,055,181 | $5.81 | $5.81 | +$23.6M |
| U HAUL HOLDING COMPANY | 7.42% | $23.1M | 425,141 | $64.05 | $54.37 | -$2.5M | |
| ATLANTA BRAVES HLDGS INC | 6.49% | $20.2M | 431,700 | $37.52 | $46.77 | +$3.7M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
Q QDEL | QUIDELORTHO CORP | New | Call | $8.6M | 3,000 | $28.82 | $28.82 | +3,000 | +$8.6M |
Industry Allocation
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