Bayberry Capital Partners LP: PRMB position timeline

Bayberry Capital Partners LP held 614,000 PRMB 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 614,000 shares

   Change vs previous 13F -126,700 shares

   5.17% of the 13F portfolio, value $15,006,160.

   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 740,700 shares

   Change vs previous 13F -460,000 shares

   4.61% of the 13F portfolio, value $13,947,381.

   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 1,200,700 shares

   Change vs previous 13F +257,700 shares

   6.32% of the 13F portfolio, value $19,631,445.

   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 943,000 shares

   Change vs previous 13F +403,900 shares

   6% of the 13F portfolio, value $20,840,300.

   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 539,100 shares

   Change vs previous 13F not available

   5.28% of the 13F portfolio, value $15,968,142.

   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).