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Disclosery

Bayberry Capital Partners LP: VVV position timeline

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

Bayberry Capital Partners LP held 0 VVV 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 -208,400 shares

    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).

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

  2. period ended2025-09-30
    13F 208,400 shares
    Change vs previous 13F +95,800 shares

    2.15% of the 13F portfolio, value $7,483,644.

    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).

  3. period ended2025-06-30
    13F 112,600 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $4,264,162.

    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).