- New Purchases: AACQ, CRHC,
- Added Positions: DNB, BKNG, GDDY,
- Reduced Positions: ELF, WSC, SE, FCN, BERY, PRPL, PINS,
- Sold Out: CPRT, HOME, UNVR, TJX,
For the details of Bayberry Capital Partners LP's stock buys and sells, go to https://www.gurufocus.com/guru/bayberry+capital+partners+lp/current-portfolio/portfolio
These are the top 5 holdings of Bayberry Capital Partners LP- WillScot Mobile Mini Holdings Corp (WSC) - 1,812,000 shares, 16.93% of the total portfolio. Shares reduced by 15.37%
- Berry Global Group Inc (BERY) - 650,000 shares, 13.43% of the total portfolio. Shares reduced by 3.27%
- Purple Innovation Inc (PRPL) - 777,900 shares, 8.29% of the total portfolio. Shares reduced by 2.76%
- FTI Consulting Inc (FCN) - 175,000 shares, 8.25% of the total portfolio. Shares reduced by 10.26%
- GoDaddy Inc (GDDY) - 307,000 shares, 8.02% of the total portfolio. Shares added by 21.34%
Bayberry Capital Partners LP initiated holding in Artius Acquisition Inc. The purchase prices were between $10.03 and $14, with an estimated average price of $10.98. The stock is now traded at around $9.850000. The impact to a portfolio due to this purchase was 0.88%. The holding were 260,000 shares as of 2021-03-31.
New Purchase: Cohn Robbins Holdings Corp (CRHC)Bayberry Capital Partners LP initiated holding in Cohn Robbins Holdings Corp. The purchase prices were between $9.74 and $11.35, with an estimated average price of $10.55. The stock is now traded at around $9.810000. The impact to a portfolio due to this purchase was 0.38%. The holding were 114,000 shares as of 2021-03-31.
Added: Dun & Bradstreet Holdings Inc (DNB)Bayberry Capital Partners LP added to a holding in Dun & Bradstreet Holdings Inc by 120.79%. The purchase prices were between $21.86 and $25.95, with an estimated average price of $24. The stock is now traded at around $22.140000. The impact to a portfolio due to this purchase was 4.14%. The holding were 945,000 shares as of 2021-03-31.
Added: Booking Holdings Inc (BKNG)Bayberry Capital Partners LP added to a holding in Booking Holdings Inc by 29.14%. The purchase prices were between $1886.09 and $2461.78, with an estimated average price of $2219.81. The stock is now traded at around $2282.480000. The impact to a portfolio due to this purchase was 1.55%. The holding were 8,730 shares as of 2021-03-31.
Added: GoDaddy Inc (GDDY)Bayberry Capital Partners LP added to a holding in GoDaddy Inc by 21.34%. The purchase prices were between $72.21 and $92.85, with an estimated average price of $80.56. The stock is now traded at around $81.610000. The impact to a portfolio due to this purchase was 1.41%. The holding were 307,000 shares as of 2021-03-31.
Sold Out: Copart Inc (CPRT)Bayberry Capital Partners LP sold out a holding in Copart Inc. The sale prices were between $103.99 and $122.18, with an estimated average price of $112.86.
Sold Out: At Home Group Inc (HOME)Bayberry Capital Partners LP sold out a holding in At Home Group Inc. The sale prices were between $15.77 and $33.32, with an estimated average price of $25.11.
Sold Out: Univar Solutions Inc (UNVR)Bayberry Capital Partners LP sold out a holding in Univar Solutions Inc. The sale prices were between $18.41 and $22, with an estimated average price of $20.48.
Sold Out: TJX Companies Inc (TJX)Bayberry Capital Partners LP sold out a holding in TJX Companies Inc. The sale prices were between $62.55 and $70.23, with an estimated average price of $66.94.
Here is the complete portfolio of Bayberry Capital Partners LP. Also check out:
1. Bayberry Capital Partners LP's Undervalued Stocks
2. Bayberry Capital Partners LP's Top Growth Companies, and
3. Bayberry Capital Partners LP's High Yield stocks
4. Stocks that Bayberry Capital Partners LP keeps buying