13F Pro

Hedge Funds Similar to Bayberry Partners

13F Portfolio OverlapQ2 2026Bayberry Partners portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Bayberry Capital Partners LP is an institutional investor managing $290M across 27 U.S. equity positions as of Q2 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, HAWK RIDGE, Sachem Head, with shared positions in $CSTM, $SXT, $CELH, $WWD, $VRSN, $BATRA. The full ranking of 24 similar funds is below.

#1BEACONLIGHT CAPITAL, LLCActive
Notable overlap · 3 shared positions
$CSTM$SXT$CELH
$283M
33 positions
#2HAWK RIDGE CAPITAL MANAGEMENT LPActive
Notable overlap · 3 shared positions
$WWD$VRSN$BATRA
$3.1B
44 positions
#3Sachem Head Capital Management LPActive
Notable overlap · 3 shared positions
$PRMB$GLNG$CELH
$4.8B
19 positions
#4KETTLE HILL CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$CHDN$PRMB$GLNG
$406M
35 positions
#5Broad Bay Capital Management, LPActive
Notable overlap · 3 shared positions
$LION$BATRA$VFC
$1.1B
24 positions
#6Hudson Way Capital Management LLCActive
Notable overlap · 3 shared positions
$WWD$CHDN$GWRE
$1.1B
18 positions
#7M.D. Sass, LLCActive
Notable overlap · 3 shared positions
$PRMB$CLH$GWRE
$1.5B
39 positions
#8Ionic Capital Management LLCSmart money
Notable overlap · 4 shared positions
$CSTM$PRMB$SOLS$BATRA
$690M
120 positions
#9DENDUR CAPITAL LPActive
Notable overlap · 3 shared positions
$GFL$VSEC$BATRA
$1.9B
24 positions
#10SNYDER CAPITAL MANAGEMENT L PActive
Some overlap · 3 shared positions
$CLH$WWD$SXT
$5.8B
69 positions
#11Clearline Capital LPActive
Some overlap · 3 shared positions
$PRMB$GLNG$CELH
$1.7B
102 positions
#12Kinetic Partners Management, LPSmart money
Some overlap · 3 shared positions
$WWD$CSTM$SOLS
$4.2B
47 positions
#13Savoir Faire Capital Management, L.P.Active
Some overlap · 3 shared positions
$TJX$CELH$VFC
$161M
43 positions
#14REINHART PARTNERS, LLC.Active
Some overlap · 3 shared positions
$UHAL$FAF$COLD
$4.4B
72 positions
#15Senator Investment Group LPActive
Some overlap · 3 shared positions
$WWD$PRMB$CSTM
$2.7B
58 positions
#16SCHWARTZ INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$VRSN$TJX$GFL
$3.0B
138 positions
#17THIRD AVENUE MANAGEMENT LLCActive
Some overlap · 3 shared positions
$UHAL$BATRA$WCC
$625M
55 positions
#18CRAMER ROSENTHAL MCGLYNN LLCPassive
Some overlap · 3 shared positions
$SOLS$FAF$WWD
$2.0B
96 positions
#19SANDLER CAPITAL MANAGEMENTPassive
Some overlap · 3 shared positions
$SXT$CLH$WWD
$201M
126 positions
#20BRANT POINT INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$VSEC$CLH$WCC
$813M
120 positions
#21Future Fund LLCPassive
Some overlap · 3 shared positions
$VSEC$CELH$SXT
$349M
118 positions
#22Munro PartnersActive
Some overlap · 3 shared positions
$WWD$CLH$SOLS
$4.5B
61 positions
#23MOORE CAPITAL MANAGEMENT, LPActive
Slight overlap · 3 shared positions
$GLNG$SXT$WWD
$6.7B
745 positions
#24BENNETT SELBY INVESTMENTS LPActive
Slight overlap · 3 shared positions
$CELH$TJX$VRSN
$313M
85 positions

Compare Bayberry Partners’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Bayberry Partners’s holdings

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.