Bayberry Capital Partners LP

Position in TJX — Tjx Companies Inc /De/

CIK 1771524 NEW YORK, NY

Position in TJX

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$10,220,800

-$255,402 QoQ

Shares Held

64,000

-6.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

3.69%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Mar 31, 2026

Bayberry Capital Partners LP holds $23,761,729 across 4 Apparel Retail names. TJX ranks #1 (43.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/ This page	64,000	$10,220,800
2	CTRN	Citi Trends Inc	170,100	$7,368,732
3	ROST	Ross Stores, Inc.	19,600	$4,245,948
4	BURL	Burlington Stores, Inc.	5,920	$1,926,249

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,220,800	64,000	-6.2%	Shares	Sole	2026-05-15
2025-12-31	$10,476,202	68,200	-12.1%	Shares	Sole	2026-02-17
2025-09-30	$11,216,304	77,600	-28.2%	Shares	Sole	2025-11-14
2025-06-30	$13,349,269	108,100	+0.1%	Shares	Sole	2025-08-14
2025-03-31	$13,154,400	108,000	0.0%	Shares	Sole	2025-05-15
2024-12-31	$13,047,480	108,000	+11.3%	Shares	Sole	2025-02-14
2024-09-30	$11,401,380	97,000	-32.2%	Shares	Sole	2024-11-14
2024-06-30	$15,744,300	143,000	-20.6%	Shares	Sole	2024-08-14
2024-03-31	$18,255,600	180,000	-14.3%	Shares	Sole	2024-05-15
2023-12-31	$19,700,100	210,000	-37.3%	Shares	Sole	2024-02-14
2023-09-30	$29,774,800	335,000	-17.7%	Shares	Sole	2023-11-14
2023-06-30	$34,509,530	407,000	+11.2%	Shares	Sole	2023-08-14
2023-03-31	$28,679,760	366,000	+115.3%	Shares	Sole	2023-05-15
2022-12-31	$13,532,000	170,000	+4.9%	Shares	Sole	2023-02-14
2022-06-30	$9,047,700	162,000	+58.8%	Shares	Sole	2022-08-15
2020-12-31	$6,965,580	102,000	-56.0%	Shares	Sole	2021-02-16
2020-09-30	$12,894,105	231,700	+71.6%	Shares	Sole	2020-11-16
2020-06-30	$6,825,600	135,000	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.