Bayberry Capital Partners LP: CHDN position timeline

Bayberry Capital Partners LP held 178,000 CHDN 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 178,000 shares

   Change vs previous 13F -37,000 shares

   5.5% of the 13F portfolio, value $15,955,920.

   13F-HR 0001892688-26-000120 filed by Bayberry Capital Partners LP
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 215,000 shares

   Change vs previous 13F +12,600 shares

   6.38% of the 13F portfolio, value $19,313,450.

   13F-HR 0001892688-26-000080 filed by Bayberry Capital Partners LP
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 202,400 shares

   Change vs previous 13F -61,600 shares

   7.41% of the 13F portfolio, value $23,029,072.

   13F-HR 0001892688-26-000038 filed by Bayberry Capital Partners LP
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 264,000 shares

   Change vs previous 13F +151,600 shares

   7.37% of the 13F portfolio, value $25,610,640.

   13F-HR 0001892688-25-000194 filed by Bayberry Capital Partners LP
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 112,400 shares

   Change vs previous 13F not available

   3.75% of the 13F portfolio, value $11,352,400.

   13F-HR 0001892688-25-000150 filed by Bayberry Capital Partners LP
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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