0001892688-23-000019.txt : 20230214 0001892688-23-000019.hdr.sgml : 20230214 20230214113711 ACCESSION NUMBER: 0001892688-23-000019 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 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: 23624880 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 X0202 13F-HR LIVE false false false 0001771524 XXXXXXXX 12-31-2022 12-31-2022 Bayberry Capital Partners LP

30 EAST 23RD STREET 3RD FLOOR NEW YORK NY 10010

13F HOLDINGS REPORT 028-20087 000300381 801-114843 N Brian C. Smith 212-866-3059 Brian C. Smith New York NY 02-14-2023 0 11 267975225 false INFORMATION TABLE 2 bayberry13fdec2022.xml BURFORD CAP LTD ORD SHS G17977110 38712500 4750000 SH SOLE 4750000 0 0 BWX TECHNOLOGIES INC COM 05605H100 20908800 360000 SH SOLE 360000 0 0 FUNKO INC COM CL A 361008105 20674450 1895000 SH SOLE 1895000 0 0 HILLMAN SOLUTIONS CORP COM 431636109 16914660 2346000 SH SOLE 2346000 0 0 JANUS INTERNATIONAL GROUP IN COMMON STOCK 47103N106 27656105 2905053 SH SOLE 2905053 0 0 LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888 19982600 620000 SH SOLE 620000 0 0 PINTEREST INC CL A 72352L106 20322360 837000 SH SOLE 837000 0 0 TJX COS INC NEW COM 872540109 13532000 170000 SH SOLE 170000 0 0 TOPGOLF CALLAWAY BRANDS CORP COM 131193104 20243750 1025000 SH SOLE 1025000 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 39523750 875000 SH SOLE 875000 0 0 ZURN ELKAY WATER SOLNS CORP COM 98983L108 29504250 1395000 SH SOLE 1395000 0 0