Bayberry Capital Partners LP Portfolio Holdings by Sector

Bayberry Capital Partners LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Metal Fabrication \| Industrials CRS 1 stocks	$38,979 16.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology ALIT 1 stocks	$29,822 12.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare QDEL 1 stocks	$24,071 9.93% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive DLTR DG 2 stocks	$22,533 9.29% of portfolio	1	1	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical BERY 1 stocks	$21,277 8.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IQV 1 stocks	$19,562 8.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PRIM 1 stocks	$18,353 7.57% of portfolio	-	1	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials AER 1 stocks	$16,100 6.64% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX ROST 2 stocks	$15,432 6.36% of portfolio	-	2	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$10,181 4.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials HUBB 1 stocks	$9,680 3.99% of portfolio	1	-	1	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials GXO 1 stocks	$9,372 3.86% of portfolio	-	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials WCC 1 stocks	$7,140 2.94% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials CRH.L 1 stocks	$0 0.0% of portfolio	-	1	-	-	0 Calls 0 Puts

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