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Bayberry Capital Partners’s Constellium CSTM Stock Holding History

Bayberry Capital Partners’s Portfolio CSTM Stock Details CSTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.9M Sell
655,000
-219,000
-25% -$7.07M 7.19% 1
2026
Q1 		$21.5M Buy
+874,000
New +$20.8M 6.65% 2
2020
Q2 		– Sell
-395,000
Closed -$2.06M – 22
2020
Q1 		$2.06M Buy
+395,000
New +$4.25M 0.84% 20

Other funds holding CSTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
B
Bpifrance Maisons Alfort, Cedex, France $1.36B AUM 21.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
KPM
Kinetic Partners Management Miami, Florida $4.19B AUM 61.52% 1-Year Est. Return

Bayberry Capital Partners's CSTM Position: Q2 2026 in Review

Bayberry Capital Partners reduced its Constellium (CSTM) stake by 25% in Q2 2026, selling an estimated $7.07M and leaving 655,000 shares worth $20.9M. The position accounts for 7.19% of the portfolio, ranked #1.

Bayberry Capital Partners first reported a position in CSTM in Q1 2020 and has held it in 3 quarters since. The position peaked at $21.5M in Q1 2026. 388 funds tracked by Wall St. Rank hold CSTM as of Q2 2026.

  • Bayberry Capital Partners held 655,000 shares of Constellium worth $20.9M as of Q2 2026.
  • Bayberry Capital Partners sold 219,000 Constellium shares in Q2 2026, an estimated $7.07M.
  • Constellium made up 7.19% of Bayberry Capital Partners's portfolio in Q2 2026, its #1 holding.
  • Bayberry Capital Partners first reported a position in Constellium in Q1 2020 and has held it in 3 quarters since.
  • Bayberry Capital Partners's Constellium position peaked at $21.5M in Q1 2026.
  • 388 funds tracked by Wall St. Rank held Constellium as of Q2 2026.

Based on Bayberry Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.