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Disclosery

Bayberry Capital Partners LP: SXT position timeline

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

Bayberry Capital Partners LP held 163,000 SXT 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 163,000 shares
    Change vs previous 13F -76,200 shares

    6.92% of the 13F portfolio, value $20,096,270.

    13F-HR 0001892688-26-000120 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).

  2. period ended2026-03-31
    13F 239,200 shares
    Change vs previous 13F +32,009 shares

    6.83% of the 13F portfolio, value $20,676,448.

    13F-HR 0001892688-26-000080 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 ended2025-12-31
    13F 207,191 shares
    Change vs previous 13F +14,191 shares

    6.26% of the 13F portfolio, value $19,465,594.

    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).

  4. period ended2025-09-30
    13F 193,000 shares
    Change vs previous 13F -107,000 shares

    5.21% of the 13F portfolio, value $18,113,050.

    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).

  5. period ended2025-06-30
    13F 300,000 shares
    Change vs previous 13F -84,000 shares

    9.76% of the 13F portfolio, value $29,556,000.

    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).

  6. period ended2025-03-31
    13F 384,000 shares
    Change vs previous 13F not available

    9.54% of the 13F portfolio, value $28,581,120.

    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).