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Bayberry Capital Partners LP
Hedge Fund • Long/Short
Bayberry Capital Partners LP is a Long/Short Hedge Fund based in New York, NY led by Brian Cromwell Smith, reporting $586.5M in AUM as of Q3 2025 with 44% Industrials concentration and 63% concentrated in top 10 holdings.
CFOBrian Cromwell Smith
- Portfolio Value
- $309.0M
- Positions
- 25
- Top Holding
- WCC at 9.18%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Bayberry Capital Partners LP's portfolio (62.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Industrial - Distribution Industrials | $28.4M | 9.18% | -$2.3M Sold | 0.28% 134.1K shares | |
Gambling, Resorts & Casinos Consumer Cyclical | $25.6M | 8.29% | +$14.7M Bought | 0.38% 264.0K shares | |
Rental & Leasing Services Industrials | $23.3M | 7.53% | +$1.6M Bought | 0.24% 457.2K shares | |
Unknown Unknown | $20.8M | 6.74% | +$8.9M Bought | 0.25% 943.0K shares | |
Chemicals - Specialty Basic Materials | $18.1M | 5.86% | -$10.0M Sold | 0.45% 193.0K shares | |
Entertainment Communication Services | $18.0M | 5.81% | — | 0.69% 431.7K shares | |
Rental & Leasing Services Industrials | $15.7M | 5.08% | -$4.2M Sold | 0.07% 129.8K shares | |
Aerospace & Defense Industrials | $15.5M | 5.01% | -$353.8K Sold | 0.10% 61.3K shares | |
Unknown Unknown | $15.0M | 4.84% | +$2.1M Bought | 0.05% 1.0M shares | |
Oil & Gas Midstream Energy | $14.0M | 4.52% | +$4.1M Bought | 0.34% 346.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Bayberry Capital Partners LP's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-35.67% | |
-28.21% |
Analytics
Portfolio insights and performance metrics for Bayberry Capital Partners LP
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