BAYBERRY CAPITAL PARTNERS LP other names

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Adviser Profile

As of Date:

03/19/2024

Adviser Type:

- Large advisory firm

Number of Employees:

9 12.50%

of those in investment advisory functions:

6 20.00%

Registration:

SEC, Approved, 3/18/2019

AUM:

704,085,334 5.57%

of that, discretionary:

704,085,334 5.57%

Private Fund GAV:

704,085,334 5.57%

Avg Account Size:

234,695,111 5.57%

SMA’s:

NO

Private Funds:

1

Contact Info

212 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
822M 705M 587M 470M 352M 235M 117M
2019 2020 2021 2022 2023

Recent News

Hedge funds cut stock leverage at fastest clip since 2020 crash - AFR
09/26/2023

That's the biggest week-on-week decline since the depths of the pandemic. Angela Aldrich of Bayberry Capital said this month that her hedge fund holds ...

afr.com

Hedge Fund and Insider Trading News: Ray Dalio, John Paulson, Paul Singer, Point72 Asset Management, Bayberry Capital Partners, Iovance Biotherapeutics Inc (IOVA), ModivCare Inc. (MODV), and More
09/18/2023

Hedge Fund Manager John Paulson BANS Longtime Business Partner Fahad Ghaffar from String of Hotels in Puerto Rico Over 2019 Video – After He Filed $50 Million Lawsuit Against Him (DailyMail) Billionaire John Paulson has banned his long-term business partner from his string of hotels in Puerto Rico – days after he launched a $50million […]

Insider Monkey

10 Best Stocks to Buy According to Angela Aldrich’s Bayberry Capital Partners
10/13/2022

In this article, we discuss the 10 best stocks to buy according to Angela Aldrich’s Bayberry Capital Partners. If you want to read about some more stocks in the Aldrich portfolio, go directly to 5 Best Stocks to Buy According to Angela Aldrich’s Bayberry Capital Partners. Angela Aldrich started her hedge fund, Bayberry Capital Partners, […]

Insider Monkey

5 Best Stocks to Buy According to Angela Aldrich’s Bayberry Capital Partners
10/13/2022

In this article, we discuss the 5 best stocks to buy according to Angela Aldrich’s Bayberry Capital Partners. If you want to read about some more stocks in the Aldrich portfolio, go directly to 10 Best Stocks to Buy According to Angela Aldrich’s Bayberry Capital Partners. 5. Berry Global Group, Inc. (NYSE:BERY) Bayberry Capital Partners […]

Insider Monkey

10 Best Stocks to Buy According to Angela Aldrich’s Bayberry Capital Partners
10/10/2022

In this article, we present the list of the top 10 stock picks Angela Aldrich’s Bayberry Capital Partners at the end of the second quarter. If you want to skip the fund’s history, recent performance and details about its overall portfolio, please go directly to 5 Best Stocks to Buy According to Angela Aldrich’s Bayberry […]

Insider Monkey

5 Best Stocks to Buy According to Angela Aldrich’s Bayberry Capital Partners
10/10/2022

This article discusses the top 5 stock picks of Angela Aldrich’s Bayberry Capital Partners at the end of Q2. If you want to read about the fund’s recent performance and the changes it made to its portfolio during Q2, please check out 10 Best Stocks to Buy According to Angela Aldrich’s Bayberry Capital Partners. 5. […]

Insider Monkey


Private Funds Structure

Fund Type Count GAV
Hedge Fund 1 $704,085,334

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Private Funds



Employees




Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
78462F103 SPDR S&P 500 ETF TR (PUT) $81,633,000 16.00% -51.00% -53.00%
144285103 CARPENTER TECHNOLOGY CORP $45,475,700 9.00% 27.00% -17.00%
144285103 CARPENTER TECHNOLOGY CORP (PUT) $23,011,800 5.00%
46266C105 IQVIA HLDGS INC $23,892,720 5.00% -10.00% 8.00%
N00985106 AERCAP HOLDINGS NV $25,350,400 5.00% 34.00% 25.00%
01626W101 ALIGHT INC $22,804,200 5.00%
04956D107 ATMUS FILTRATION TECHNOLOGIE $24,405,440 5.00% -5.00% 6.00%
G25508105 CRH PLC $22,494,000 5.00% -14.00% -1.00%
256677105 DOLLAR GEN CORP NEW $22,989,772 5.00% 21.00% 43.00%
95082P105 WESCO INTL INC $23,888,964 5.00% 29.00% 40.00%

Brochure Summary

Overview

Bayberry Capital Partners LP (“we,” “us,” or “our”) is a Delaware limited partnership that was formed on September 26, 2018. We are principally owned by Angela Aldrich (the “Portfolio Manager”) and Brian C. Smith (together, the “Principals”). We provide discretionary investment advice to the following private funds (collectively, the “Funds”): (i) Bayberry Onshore Fund LP (the “Onshore Fund”), (ii) Bayberry Offshore Ltd. (the “Offshore Fund”), and (iii) Bayberry Master LP (the “Master Fund”). The Onshore Fund and the Offshore Fund are feeder funds that invest through the Master Fund. We may also provide investment advice to additional private funds and separately managed accounts for institutional, non-retail investors in the future. References throughout this document to “clients” refer to the Funds and any other private funds and separately managed accounts we may advise in the future.
The Funds are managed in accordance with their own investment and trading objectives, as described in their respective offering documents and governing agreements. We do not permit investors in the Funds to impose limitations on the investment activities described in such documents. Under certain circumstances in the future, we may contract with a separately managed account client to adhere to limited risk and/or operating guidelines imposed by that client. We would negotiate such arrangements on a case-by-case basis. (See Item 16 - Investment Discretion.) Bayberry Capital Fund GP LP (“Bayberry GP”) serves as the general partner to the Onshore Fund and the Master Fund. We do not participate in wrap fee programs. As of December 31, 2023, we managed $704,085,334 of regulatory assets under management on a discretionary basis. We do not manage any assets on a non-discretionary basis.