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Bayberry Capital Partners LP

Position in CHDN — Churchill Downs Inc

CIK 1771524 NEW YORK, NY

Position in CHDN

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$15,955,920
-$3,357,530 QoQ
Shares Held
178,000
-17.2% QoQ
Ownership
0.255%
of shares outstanding
% of Portfolio
5.50%
of 13F equity value
Holder Rank
#66
of 454 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CHDN Over Time

Shares Held

Position Value (USD)

Position in Gambling

Consumer Cyclical · as of Jun 30, 2026

Bayberry Capital Partners LP holds $15,955,920 across 1 Gambling name. CHDN ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CHDN
Churchill Downs Inc
This page
178,000 $15,955,920

All Filings in CHDN

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5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $15,955,920 178,000
2026-03-31 $19,313,450 215,000
2025-12-31 $23,029,072 202,400
2025-09-30 $25,610,640 264,000
2025-06-30 $11,352,400 112,400