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Bayberry Capital Partners’s Griffon GFF Stock Holding History

Bayberry Capital Partners’s Portfolio GFF Stock Details GFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-65,000
Closed -$4.79M – 33
2025
Q4 		$4.79M Sell
65,000
-58,700
-47% -$4.36M 1.52% 20
2025
Q3 		$9.42M Buy
+123,700
New +$9.54M 2.24% 16

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VPM
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bayberry Capital Partners's GFF Position: Q1 2026 in Review

Bayberry Capital Partners sold out of Griffon (GFF) in Q1 2026, closing a stake of 65,000 shares — an estimated $4.79M sold.

Bayberry Capital Partners first reported a position in GFF in Q3 2025 and held it in 2 quarters. The position peaked at $9.42M in Q3 2025. 339 funds tracked by Wall St. Rank hold GFF as of Q1 2026.

  • Bayberry Capital Partners reported no remaining Griffon position as of Q1 2026 after selling out during the quarter.
  • Bayberry Capital Partners sold 65,000 Griffon shares in Q1 2026, an estimated $4.79M.
  • Bayberry Capital Partners first reported a position in Griffon in Q3 2025 and held it in 2 quarters.
  • Bayberry Capital Partners's Griffon position peaked at $9.42M in Q3 2025.
  • 339 funds tracked by Wall St. Rank held Griffon as of Q1 2026.

Based on Bayberry Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.