Bayberry Capital Partners LP ALIT — ALIGHT INC

Ownership history in Bayberry Capital Partners LP  ·  7 quarters on record

AI Ownership Summary

Bayberry Capital Partners LP reported ALIGHT INC (ALIT) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 10.06% in 2024 Q3. The latest visible filing shows ALIT at 1.88% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ALIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bayberry Capital Partners LP's position in ALIGHT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ALIT was reported at 1.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.06% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ALIT stock page Bayberry Capital Partners LP fund profile Bayberry Capital Partners LP full holdings
How Bayberry Capital Partners LP held ALIT — position size vs. price
% of Fund (quarterly)    ALIT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 2,420,000 +436,790 +22.0% 1.88% $7.9M 2025-11-14 $2.24
2025 Q2 ADDED — — — 1,983,210 +483,210 +32.2% 3.61% $11.2M 2025-08-14 $3.56
2025 Q1 REDUCED 46.0% -3.9% ✅ 1,500,000 -1,278,900 -46.0% 2.45% $8.9M 2025-05-15 $5.55
2025 Q1 ADDED — — — 2,778,900 +278,900 +11.2% 4.55% $16.5M 2025-05-15 $5.55
2024 Q4 REDUCED 38.0% -13.9% ✅ 2,500,000 -1,530,000 -38.0% 6.59% $17.3M 2025-02-14 $6.49
2024 Q3 ADDED — — — 4,030,000 +940,000 +30.4% 10.06% $29.8M 2024-11-14 $7.53
2024 Q2 INITIATED — — — 3,090,000 — — 4.57% $22.8M 2024-08-14 $6.49

🏢 Other funds also holding ALIT

As of 2026 Q1 — sorted by position size

Cannae Holdings, Inc. 3Y 95.61% TLS Advisors LLC 3Y 2.43% Solas Capital Management, LLC 3Y 7Y 1.43% IMMERSION CORP 0.61% CONTINENTAL ADVISORS LLC 3Y 7Y 0.52% Fidelity National Financial, Inc. 3Y 7Y 0.48% CORSAIR CAPITAL MANAGEMENT, L.P. 3Y 7Y 0.33% Tensile Capital Management LP 3Y 7Y 0.31% Tejara Capital Ltd 3Y 0.31% PRIVATE MANAGEMENT GROUP INC 3Y 7Y 0.28%

FAQ About Bayberry Capital Partners LP and ALIT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bayberry Capital Partners LP reported owning ALIT?

Bayberry Capital Partners LP reported ALIT across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported ALIT position in Bayberry Capital Partners LP's portfolio?

The largest reported portfolio weight for ALIT was 10.06% in 2024 Q3.

What is the latest reported ALIT position on this page?

The most recent filing on this page is 2025 Q3, when Bayberry Capital Partners LP reported 2,420,000 shares, equal to 1.88% of portfolio, with an estimated market value of $7.9M.

What does the chart on this ALIT ownership page compare?

The chart compares Bayberry Capital Partners LP's quarterly ALIT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bayberry Capital Partners LP time their ALIT position?

Based on 13F filing dates vs. subsequent ALIT price moves, Bayberry Capital Partners LP correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on ALIT relative to SPY over the holding period was -64.4%.

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