Bayberry Capital Partners LP

Position in WWD — Woodward, Inc.

CIK 1771524 NEW YORK, NY

Position in WWD

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

Position Value

$14,352,592

-$2,577,328 QoQ

Shares Held

40,100

-28.4% QoQ

Ownership

0.067%

of shares outstanding

% of Portfolio

5.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

Bayberry Capital Partners LP holds $33,376,172 across 3 Aerospace & Defense names. WWD ranks #1 (43.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WWD	Woodward, Inc. This page	40,100	$14,352,592
2	AIR	Aar Corp	110,000	$12,040,600
3	RTX	RTX Corp	36,200	$6,982,980

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$14,352,592	40,100	-28.4%	Shares	Sole	2026-05-15
2025-12-31	$16,929,920	56,000	-8.6%	Shares	Sole	2026-02-17
2025-09-30	$15,491,123	61,300	-2.2%	Shares	Sole	2025-11-14
2025-06-30	$15,367,143	62,700	-10.3%	Shares	Sole	2025-08-14
2025-03-31	$12,756,051	69,900	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.