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Disclosery

Bayberry Capital Partners LP: DLTR position timeline

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

Bayberry Capital Partners LP held 0 DLTR shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -71,700 shares

    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).

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

  2. period ended2025-09-30
    13F 71,700 shares
    Change vs previous 13F -24,800 shares

    1.95% of the 13F portfolio, value $6,766,329.

    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).

  3. period ended2025-06-30
    13F 96,500 shares
    Change vs previous 13F -97,500 shares

    3.16% of the 13F portfolio, value $9,557,360.

    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).

  4. period ended2025-03-31
    13F 194,000 shares
    Change vs previous 13F +52,000 shares

    4.86% of the 13F portfolio, value $14,563,580.

    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).

  5. period ended2024-12-31
    13F 142,000 shares
    Change vs previous 13F -51,000 shares

    4.05% of the 13F portfolio, value $10,641,480.

    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).

  6. period ended2024-09-30
    13F 193,000 shares
    Change vs previous 13F not available

    4.58% of the 13F portfolio, value $13,571,760.

    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).