Hedge Fund - Bayberry Capital Partners

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No. Security Ticker Shares Value Activity % Port History
1. SPY 320,000 $167,382,400 -34% 31.25%
2. CRS 502,480 $35,887,122 NEW 6.7%
3. IQV 105,000 $26,553,450 -24% 4.95%
4. CRH 303,000 $26,136,780 +13% 4.88%
5.
Atmus Filtration Technologie
800,000 $25,800,000 NEW 4.81%