Bayberry Capital Partners LP: MGRC position timeline

Bayberry Capital Partners LP held 0 MGRC 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 -67,000 shares

   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).

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

2. period ended2025-09-30

   13F 67,000 shares

   Change vs previous 13F -23,049 shares

   2.26% of the 13F portfolio, value $7,859,100.

   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).

3. period ended2025-06-30

   13F 90,049 shares

   Change vs previous 13F 0 shares

   3.45% of the 13F portfolio, value $10,442,082.

   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).

4. period ended2025-03-31

   13F 90,049 shares

   Change vs previous 13F +13,049 shares

   3.35% of the 13F portfolio, value $10,031,459.

   13F-HR 0001892688-25-000117 filed by Bayberry Capital Partners LP
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 77,000 shares

   Change vs previous 13F not available

   3.28% of the 13F portfolio, value $8,610,140.

   13F-HR 0001892688-25-000087 filed by Bayberry Capital Partners LP
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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