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	$41,409 22.31% of portfolio	-	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials AER MGRC 2 stocks	$24,879 13.41% of portfolio	1	-	1	-	0 Calls 0 Puts
Airlines \| Industrials UAL 1 stocks	$20,391 10.99% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX FL 2 stocks	$19,399 10.45% of portfolio	2	-	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare QDEL 1 stocks	$18,718 10.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials WCC 1 stocks	$18,096 9.75% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology ALIT 1 stocks	$17,300 9.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services DNB 1 stocks	$14,740 7.94% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive DLTR 1 stocks	$10,641 5.73% of portfolio	-	1	-	-	0 Calls 0 Puts

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