Bayberry Capital Partners LP SXT — SENSIENT TECHNOLOGIES CORP

Ownership history in Bayberry Capital Partners LP  ·  5 quarters on record

AI Ownership Summary

Bayberry Capital Partners LP reported SENSIENT TECHNOLOGIES CORP (SXT) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 9.49% in 2025 Q2. The latest visible filing shows SXT at 6.40% 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 SXT 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 SENSIENT TECHNOLOGIES CORP, 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
2026 Q1

SXT was reported at 6.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.49% in 2025 Q2

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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.

SXT stock page Bayberry Capital Partners LP fund profile Bayberry Capital Partners LP full holdings
How Bayberry Capital Partners LP held SXT — position size vs. price
% of Fund (quarterly)    SXT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 239,200 +32,009 +15.4% 6.40% $20.7M 2026-05-15 $113.93
2025 Q4 ADDED — — — 207,191 +14,191 +7.4% 6.17% $19.5M 2026-02-17 $92.07
2025 Q3 REDUCED 35.7% +1.9% ❌ 193,000 -107,000 -35.7% 4.31% $18.1M 2025-11-14 $93.20
2025 Q2 REDUCED 21.9% -5.3% ✅ 300,000 -84,000 -21.9% 9.49% $29.6M 2025-08-14 $114.15
2025 Q1 INITIATED — — — 384,000 — — 7.88% $28.6M 2025-05-15 $93.05

🏢 Other funds also holding SXT

As of 2026 Q1 — sorted by position size

Freemont Capital Pte Ltd 3Y 11.1% Rivermont Capital Management LP 3Y 10.06% Owls Nest Partners IA, LLC 3Y 9.11% Mountaineer Partners Management, LLC 3Y 7Y 6.72% BEACONLIGHT CAPITAL, LLC 3Y 7Y 5.66% Roubaix Capital, LLC 3Y 7Y 3.36% SNYDER CAPITAL MANAGEMENT L P 3Y 7Y 1.28% Pier Capital, LLC 3Y 7Y 1.06% Future Fund LLC 3Y 0.86% Voss Capital, LP 3Y 0.84%

FAQ About Bayberry Capital Partners LP and SXT

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 SXT?

Bayberry Capital Partners LP reported SXT across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

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

The largest reported portfolio weight for SXT was 9.49% in 2025 Q2.

What is the latest reported SXT position on this page?

The most recent filing on this page is 2026 Q1, when Bayberry Capital Partners LP reported 239,200 shares, equal to 6.40% of portfolio, with an estimated market value of $20.7M.

What does the chart on this SXT ownership page compare?

The chart compares Bayberry Capital Partners LP's quarterly SXT 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 SXT position?

Based on 13F filing dates vs. subsequent SXT price moves, Bayberry Capital Partners LP correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on SXT relative to SPY over the holding period was -3.3%.

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