Bayberry Capital Partners Lp
- Regulatory AUM
- $533M
- Discretionary
- $533M
- Clients
- 3
- Avg AUM / client
- $178M
- Accounts
- 3
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Investments (13F portfolio — 29 positions, $323,246,379)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Lionsgate Studios Corp | COM | $27,073,519 | 2,823,099 | 8.38% | 5.08% |
| 2 | Constellium Se | CL A SHS | $21,482,920 | 874,000 | 6.65% | 4.03% |
| 3 | Sensient Technologies Corp | COM | $20,676,448 | 239,200 | 6.4% | 3.88% |
| 4 | Churchill Downs Inc | COM | $19,313,450 | 215,000 | 5.97% | 3.62% |
| 5 | Wesco Intl Inc | COM | $17,019,164 | 62,200 | 5.27% | 3.19% |
| 6 | Golar Lng Ltd | SHS | $16,774,100 | 310,000 | 5.19% | 3.14% |
| 7 | Dicks Sporting Goods Inc | COM | $15,863,200 | 80,000 | 4.91% | 2.97% |
| 8 | Woodward Inc | COM | $14,352,592 | 40,100 | 4.44% | 2.69% |
| 9 | Primo Brands Corporation | CLASS A COM SHS | $13,947,381 | 740,700 | 4.31% | 2.61% |
| 10 | Clean Harbors Inc | COM | $13,246,926 | 46,200 | 4.1% | 2.48% |
| 11 | U Haul Holding Company | COM SER N | $12,954,300 | 290,000 | 4.01% | 2.43% |
| 12 | Atlanta Braves Hldgs Inc | COM SER C | $12,425,700 | 291,000 | 3.84% | 2.33% |
| 13 | Aar Corp | COM | $12,040,600 | 110,000 | 3.72% | 2.26% |
| 14 | Solstice Advanced Matls Inc | COM SHS | $11,858,112 | 155,700 | 3.67% | 2.22% |
| 15 | Pvh Corporation | COM | $10,882,560 | 156,000 | 3.37% | 2.04% |
| 16 | Tjx Cos Inc New | COM | $10,220,800 | 64,000 | 3.16% | 1.92% |
| 17 | Jbs N.V. | CL A SHS | $9,727,136 | 541,600 | 3.01% | 1.82% |
| 18 | Aercap Holdings Nv | SHS | $9,396,830 | 68,500 | 2.91% | 1.76% |
| 19 | Moodys Corp | COM | $7,564,575 | 17,340 | 2.34% | 1.42% |
| 20 | Celsius Hldgs Inc | COM NEW | $7,450,800 | 210,000 | 2.31% | 1.4% |
| 21 | Citi Trends Inc | COM | $7,368,732 | 170,100 | 2.28% | 1.38% |
| 22 | Rtx Corporation | COM | $6,982,980 | 36,200 | 2.16% | 1.31% |
| 23 | Quidelortho Corp | COM | $4,643,118 | 282,600 | 1.44% | 0.87% |
| 24 | Americold Realty Trust Inc | COM | $4,369,698 | 381,300 | 1.35% | 0.82% |
| 25 | Lineage Inc | COM | $4,357,080 | 133,000 | 1.35% | 0.82% |
Top 25 of 29 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $533M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $704M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Bayberry Master Lp master | Hedge Fund | Cayman Islands | $704M | 64 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aldrich, Angela, Nicole | Limited Partner, Principal | Sep 2018 (8y) | 75% or more | |
| Smith, Brian, Cromwell | Chief Operating Officer, Chief Financial Officer, Chief Compliance Officer | Sep 2018 (8y) | 10% – 25% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bayberry Capital Partners Gp Llc | General Partner | Sep 2018 | A | Less than 5% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $704M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Bayberry Master Lp | Hedge Fund | $704M | $1.0M | 64 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 1.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗