0001892688-23-000042.txt : 20230515 0001892688-23-000042.hdr.sgml : 20230515 20230515121146 ACCESSION NUMBER: 0001892688-23-000042 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 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: 23920075 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 03-31-2023 03-31-2023 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 05-15-2023 0 15 285119404 false INFORMATION TABLE 2 bayberry13fmar2023.xml BURFORD CAP LTD ORD SHS G17977110 52558514 4752126 SH SOLE 4752126 0 0 BURFORD CAP LTD ORD SHS G17977110 11060000 1000000 SH Call SOLE 1000000 0 0 BWX TECHNOLOGIES INC COM 05605H100 20172800 320000 SH SOLE 320000 0 0 CEDAR FAIR L P DEPOSITRY UNIT 150185106 8681100 190000 SH SOLE 190000 0 0 FUNKO INC COM CL A 361008105 3140190 333000 SH SOLE 333000 0 0 GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 18165600 360000 SH SOLE 360000 0 0 HILLMAN SOLUTIONS CORP COM 431636109 13935100 1655000 SH SOLE 1655000 0 0 ISHARES TR 20 YR TR BD ETF 464287432 3191100 30000 SH SOLE 30000 0 0 JANUS INTERNATIONAL GROUP IN COMMON STOCK 47103N106 27460100 2785000 SH SOLE 2785000 0 0 LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888 19304370 573000 SH SOLE 573000 0 0 PINTEREST INC CL A 72352L106 18952650 695000 SH SOLE 695000 0 0 ROSS STORES INC COM 778296103 11037520 104000 SH SOLE 104000 0 0 TJX COS INC NEW COM 872540109 28679760 366000 SH SOLE 366000 0 0 TOPGOLF CALLAWAY BRANDS CORP COM 131193104 13620600 630000 SH SOLE 630000 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 35160000 750000 SH SOLE 750000 0 0