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Bayberry Capital Partners LP: AER position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bayberry Capital Partners LP on AER, newest first. How the timeline and the estimate are built.

Bayberry Capital Partners LP held 0 AER shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -68,500 shares

    13F-HR 0001892688-26-000120 filed by Bayberry Capital Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 68,500 shares
    Change vs previous 13F -44,100 shares

    3.11% of the 13F portfolio, value $9,396,830.

    13F-HR 0001892688-26-000080 filed by Bayberry Capital Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 112,600 shares
    Change vs previous 13F -17,200 shares

    5.21% of the 13F portfolio, value $16,187,376.

    13F-HR 0001892688-26-000038 filed by Bayberry Capital Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 129,800 shares
    Change vs previous 13F -34,300 shares

    4.52% of the 13F portfolio, value $15,705,800.

    13F-HR 0001892688-25-000194 filed by Bayberry Capital Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 164,100 shares
    Change vs previous 13F -5,900 shares

    6.34% of the 13F portfolio, value $19,199,700.

    13F-HR 0001892688-25-000150 filed by Bayberry Capital Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 170,000 shares
    Change vs previous 13F 0 shares

    5.8% of the 13F portfolio, value $17,368,900.

    13F-HR 0001892688-25-000117 filed by Bayberry Capital Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 170,000 shares
    Change vs previous 13F 0 shares

    6.2% of the 13F portfolio, value $16,269,000.

    13F-HR 0001892688-25-000087 filed by Bayberry Capital Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 170,000 shares
    Change vs previous 13F not available

    5.43% of the 13F portfolio, value $16,102,400.

    13F-HR 0001892688-24-000140 filed by Bayberry Capital Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).