- New Purchases: AJG, SMRT,
- Added Positions: PRPL, CNNE, JBI, JBI, HLMN, PINS, BKNG, ELF,
- Reduced Positions: BERY, WSC,
- Sold Out: RRX, FCN, LHCG, TPX, ATIP, VAPO,
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) - 1,302,000 shares, 15.43% of the total portfolio. Shares reduced by 13.08%
- Janus International Group Inc (JBI) - 3,450,000 shares, 12.53% of the total portfolio. Shares added by 18.37%
- Janus International Group Inc (JBI) - 3,450,000 shares, 12.53% of the total portfolio. Shares added by 18.37%
- Berry Global Group Inc (BERY) - 533,000 shares, 11.41% of the total portfolio. Shares reduced by 26.28%
- Hillman Solutions Corp (HLMN) - 3,656,000 shares, 11.40% of the total portfolio. Shares added by 16.25%
Bayberry Capital Partners LP initiated holding in Arthur J. Gallagher & Co. The purchase prices were between $149.24 and $170.44, with an estimated average price of $163.67. The stock is now traded at around $156.210000. The impact to a portfolio due to this purchase was 5.42%. The holding were 110,000 shares as of 2021-12-31.
New Purchase: SmartRent Inc (SMRT)Bayberry Capital Partners LP initiated holding in SmartRent Inc. The purchase prices were between $9.34 and $14.02, with an estimated average price of $11.31. The stock is now traded at around $8.520000. The impact to a portfolio due to this purchase was 3.67%. The holding were 1,305,000 shares as of 2021-12-31.
Added: Purple Innovation Inc (PRPL)Bayberry Capital Partners LP added to a holding in Purple Innovation Inc by 128.13%. The purchase prices were between $9.15 and $22.12, with an estimated average price of $15.31. The stock is now traded at around $6.370000. The impact to a portfolio due to this purchase was 4.73%. The holding were 2,190,000 shares as of 2021-12-31.
Added: Cannae Holdings Inc (CNNE)Bayberry Capital Partners LP added to a holding in Cannae Holdings Inc by 51.77%. The purchase prices were between $29.24 and $36.14, with an estimated average price of $33.24. The stock is now traded at around $29.420000. The impact to a portfolio due to this purchase was 2.54%. The holding were 730,000 shares as of 2021-12-31.
Added: Pinterest Inc (PINS)Bayberry Capital Partners LP added to a holding in Pinterest Inc by 35.91%. The purchase prices were between $34.93 and $62.68, with an estimated average price of $44.17. The stock is now traded at around $25.730000. The impact to a portfolio due to this purchase was 0.98%. The holding were 352,000 shares as of 2021-12-31.
Sold Out: Regal Rexnord Corp (RRX)Bayberry Capital Partners LP sold out a holding in Regal Rexnord Corp. The sale prices were between $130.52 and $171.58, with an estimated average price of $158.74.
Sold Out: FTI Consulting Inc (FCN)Bayberry Capital Partners LP sold out a holding in FTI Consulting Inc. The sale prices were between $137.88 and $155.03, with an estimated average price of $146.17.
Sold Out: LHC Group Inc (LHCG)Bayberry Capital Partners LP sold out a holding in LHC Group Inc. The sale prices were between $110.23 and $154.64, with an estimated average price of $136.21.
Sold Out: Tempur Sealy International Inc (TPX)Bayberry Capital Partners LP sold out a holding in Tempur Sealy International Inc. The sale prices were between $42.23 and $47.97, with an estimated average price of $45.3.
Sold Out: ATI Physical Therapy Inc (ATIP)Bayberry Capital Partners LP sold out a holding in ATI Physical Therapy Inc. The sale prices were between $2.69 and $4.42, with an estimated average price of $3.36.
Sold Out: Vapotherm Inc (VAPO)Bayberry Capital Partners LP sold out a holding in Vapotherm Inc. The sale prices were between $19.7 and $23.71, with an estimated average price of $21.65.
Here is the complete portfolio of Bayberry Capital Partners LP. Also check out:
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