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Hedge Funds Similar to Bayberry Partners

13F Portfolio OverlapQ1 2026Bayberry Partners portfolio →
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Most similar hedge funds by 13F overlap

Bayberry Capital Partners LP is an institutional investor managing $323M across 30 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Bayberry Partners are BEACONLIGHT ,, Broad Bay ,, Kailix Advisors, with shared positions in $CSTM, $SXT, $CELH, $SOLS, $QDEL, $LION. The full ranking of 25 similar funds is below.

#1BEACONLIGHT CAPITAL, LLCPassive
Notable overlap · 5 shared positions
$CSTM$SXT$CELH$SOLS$QDEL
$190M
34 positions
#2Broad Bay Capital Management, LPActive
Notable overlap · 7 shared positions
$LION$BATRA$AIR$PVH$ROST$CELH
$1.2B
26 positions
#3Kailix Advisors LLCActive
Notable overlap · 3 shared positions
$CSTM$WCC$SOLS
$114M
10 positions
#4Rivermont Capital Management LPActive
Notable overlap · 4 shared positions
$SXT$WWD$JBS$ROST
$475M
20 positions
#5Charter Oak Advisors LPActive
Notable overlap · 3 shared positions
$GLNG$CLH$AER
$165M
13 positions
#6Hudson Way Capital Management LLCActive
Notable overlap · 3 shared positions
$CHDN$WWD$GWRE
$1.0B
16 positions
#7KETTLE HILL CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$CHDN$PRMB$GLNG
$399M
45 positions
#8Heights Point Management, LPActive
Notable overlap · 3 shared positions
$GLNG$SOLS$CLH
$108M
21 positions
#9M.D. Sass, LLCActive
Notable overlap · 3 shared positions
$PRMB$CLH$GWRE
$1.3B
36 positions
#10SCOPIA CAPITAL MANAGEMENT LPActive
Notable overlap · 3 shared positions
$PRMB$AER$BATRA
$146M
22 positions
#11SNYDER CAPITAL MANAGEMENT L PActive
Notable overlap · 3 shared positions
$CLH$WWD$SXT
$5.2B
70 positions
#12Kinetic Partners Management, LPActive
Notable overlap · 3 shared positions
$WWD$SOLS$CSTM
$1.8B
49 positions
#13Fund 1 Investments, LLCActive
Notable overlap · 6 shared positions
$CELH$CTRN$GLNG$ROST$COLD$FNKO
$872M
66 positions
#14East Coast Asset Management, LLC.Active
Some overlap · 3 shared positions
$WWD$TJX$MCO
$303M
68 positions
#15Ionic Capital Management LLCSmart money
Some overlap · 3 shared positions
$CSTM$PRMB$SOLS
$1.4B
165 positions
#16MARSHFIELD ASSOCIATESActive
Some overlap · 3 shared positions
$TJX$MCO$ROST
$5.0B
17 positions
#17Bretton Capital Management, LLCActive
Some overlap · 3 shared positions
$TJX$MCO$ROST
$109M
18 positions
#18Rubric Capital Management LPActive
Some overlap · 3 shared positions
$GLNG$QDEL$PRMB
$9.4B
83 positions
#19Savoir Faire Capital Management, L.P.Passive
Some overlap · 3 shared positions
$TJX$CELH$BURL
$166M
44 positions
#20Clearline Capital LPActive
Some overlap · 3 shared positions
$PRMB$GLNG$CHDN
$1.9B
106 positions
#21DISCOVERY CAPITAL MANAGEMENT, LLC / CTPassive
Some overlap · 4 shared positions
$JBS$PRMB$ROST$GLNG
$1.9B
77 positions
#22Teca Partners, LPActive
Some overlap · 3 shared positions
$TJX$GWRE$ROST
$145M
10 positions
#23Junto Capital Management LPPassive
Some overlap · 3 shared positions
$TJX$CELH$CHDN
$4.7B
87 positions
#24Canoe Financial LPActive
Some overlap · 3 shared positions
$MCO$TJX$ROST
$7.3B
112 positions
#25Resolute Capital Asset Partners LLCPassive
Some overlap · 3 shared positions
$CLH$AIR$SOLS
$190M
41 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.