Bayberry Capital Partners LP: LION position timeline

Bayberry Capital Partners LP held 720,000 LION 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 720,000 shares

   Change vs previous 13F -1,603,099 shares

   3.8% of the 13F portfolio, value $11,023,200.

   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 2,323,099 shares

   Change vs previous 13F -936,901 shares

   7.36% of the 13F portfolio, value $22,278,519.

   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 3,260,000 shares

   Change vs previous 13F -2,315,000 shares

   9.57% of the 13F portfolio, value $29,763,800.

   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 5,575,000 shares

   Change vs previous 13F +1,519,819 shares

   11.07% of the 13F portfolio, value $38,467,500.

   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 4,055,181 shares

   Change vs previous 13F not available

   7.78% of the 13F portfolio, value $23,560,602.

   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).