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Bayberry Capital Partners’s QuidelOrtho QDEL Stock Holding History

Bayberry Capital Partners’s Portfolio QDEL Stock Details QDEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-300,000
Closed -$8.65M – 31
2025
Q2 		$8.65M Buy
+300,000
New +$8.87M 2.78% 18

Other funds holding QDEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Bayberry Capital Partners reduced its QuidelOrtho (QDEL) stake by 8.3% in Q1 2026, selling an estimated $630K and leaving 282,600 shares worth $4.64M. The position accounts for 1.44% of the portfolio, ranked #24.

Bayberry Capital Partners first reported a position in QDEL in Q3 2024 and has held it in 7 quarters since. The position peaked at $24.1M in Q3 2024. 238 funds tracked by Wall St. Rank hold QDEL as of Q1 2026.

  • Bayberry Capital Partners held 282,600 shares of QuidelOrtho worth $4.64M as of Q1 2026.
  • Bayberry Capital Partners sold 25,664 QuidelOrtho shares in Q1 2026, an estimated $630K.
  • QuidelOrtho made up 1.44% of Bayberry Capital Partners's portfolio in Q1 2026, its #24 holding.
  • Bayberry Capital Partners first reported a position in QuidelOrtho in Q3 2024 and has held it in 7 quarters since.
  • Bayberry Capital Partners's QuidelOrtho position peaked at $24.1M in Q3 2024.
  • 238 funds tracked by Wall St. Rank held QuidelOrtho as of Q1 2026.

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