0001771524-20-000007.txt : 20200814 0001771524-20-000007.hdr.sgml : 20200814 20200814080612 ACCESSION NUMBER: 0001771524-20-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200814 DATE AS OF CHANGE: 20200814 EFFECTIVENESS DATE: 20200814 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: 201101439 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 true false 0001771524 XXXXXXXX 06-30-2020 06-30-2020 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 08-14-2020 0 19 516115 false INFORMATION TABLE 2 bayberry13fjun2020.xml BERRY GLOBAL GROUP INC COM 08579W103 28188 636000 SH SOLE 636000 0 0 BOOKING HOLDINGS INC COM 09857L108 7245 4550 SH SOLE 4550 0 0 CANNAE HLDGS INC COM 13765N107 17482 425348 SH SOLE 425348 0 0 COPART INC COM 217204106 21900 263000 SH SOLE 263000 0 0 DECKERS OUTDOOR CORP COM 243537107 6088 31000 SH SOLE 31000 0 0 E L F BEAUTY INC COM 26856L103 32324 1695000 SH SOLE 1695000 0 0 FTI CONSULTING INC COM 302941109 12119 105800 SH SOLE 105800 0 0 GODADDY INC CL A 380237107 15619 213000 SH SOLE 213000 0 0 HD SUPPLY HLDGS INC COM 40416M105 12786 369000 SH SOLE 369000 0 0 INDUSTRIAL LOGISTICS PPTYS T COM SHS BEN INT 456237106 19564 952000 SH SOLE 952000 0 0 LHC GROUP INC COM 50187A107 16508 94700 SH SOLE 94700 0 0 ONESPAWORLD HOLDINGS LIMITED COM P73684113 5000 1048244 SH SOLE 1048244 0 0 PENNANT GROUP INC COM 70805E109 3445 152434 SH SOLE 152434 0 0 SCORPIO TANKERS INC SHS Y7542C130 7430 580000 SH SOLE 580000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 237437 770000 SH Put SOLE 770000 0 0 SPORTSMAN WHSE HLDGS INC COM 84920Y106 15946 1119000 SH SOLE 1119000 0 0 TJX COS INC NEW COM 872540109 6826 135000 SH SOLE 135000 0 0 UNIVAR SOLUTIONS INC COM 91336L107 18377 1090000 SH SOLE 1090000 0 0 WILLSCOT CORP COM 971375126 31831 2590000 SH SOLE 2590000 0 0