0001892688-22-000057.txt : 20220815 0001892688-22-000057.hdr.sgml : 20220815 20220815113526 ACCESSION NUMBER: 0001892688-22-000057 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220815 DATE AS OF CHANGE: 20220815 EFFECTIVENESS DATE: 20220815 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: 221163713 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 false false 0001771524 XXXXXXXX 06-30-2022 06-30-2022 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 08-15-2022 0 15 319735 false INFORMATION TABLE 2 bayberry13fjun2022.xml BERRY GLOBAL GROUP INC COM 08579W103 17102 313000 SH SOLE 313000 0 0 BURFORD CAP LTD ORD SHS G17977110 42580 4220000 SH SOLE 4220000 0 0 BWX TECHNOLOGIES INC COM 05605H100 6886 125000 SH SOLE 125000 0 0 CALLAWAY GOLF CO COM 131193104 11424 560000 SH SOLE 560000 0 0 CANNAE HLDGS INC COM 13765N107 14989 775000 SH SOLE 775000 0 0 EXPRESS INC COM 30219E103 1784 909998 SH SOLE 909998 0 0 FERGUSON PLC NEW SHS G3421J106 17714 160000 SH SOLE 160000 0 0 FUNKO INC COM CL A 361008105 13950 625000 SH SOLE 625000 0 0 GALLAGHER ARTHUR J & CO COM 363576109 26576 163000 SH SOLE 163000 0 0 HILLMAN SOLUTIONS CORP COM 431636109 27086 3135000 SH SOLE 3135000 0 0 JANUS INTERNATIONAL GROUP IN COMMON STOCK 47103N106 41222 4565000 SH SOLE 4565000 0 0 PURPLE INNOVATION INC COM 74640Y106 3121 1020000 SH SOLE 1020000 0 0 TJX COS INC NEW COM 872540109 9048 162000 SH SOLE 162000 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 51386 1585000 SH SOLE 1585000 0 0 ZURN WATER SOLUTIONS CORP COM 98983L108 34867 1280000 SH SOLE 1280000 0 0