Bayberry Capital Partners LP: JBS position timeline

Bayberry Capital Partners LP held 855,000 JBS 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 855,000 shares

   Change vs previous 13F +313,400 shares

   3.49% of the 13F portfolio, value $10,131,750.

   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 541,600 shares

   Change vs previous 13F -460,400 shares

   3.21% of the 13F portfolio, value $9,727,136.

   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 1,002,000 shares

   Change vs previous 13F 0 shares

   4.65% of the 13F portfolio, value $14,448,840.

   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 1,002,000 shares

   Change vs previous 13F +139,185 shares

   4.31% of the 13F portfolio, value $14,959,860.

   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 862,815 shares

   Change vs previous 13F not available

   4.16% of the 13F portfolio, value $12,605,727.

   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).