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Bayberry Capital Partners’s Sensient Technologies SXT Stock Holding History

Bayberry Capital Partners’s Portfolio SXT Stock Details SXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.1M Sell
163,000
-76,200
-32% -$8.48M 6.93% 2
2026
Q1 		$20.7M Buy
239,200
+32,009
+15% +$3M 6.4% 3
2025
Q4 		$19.5M Buy
207,191
+14,191
+7% +$1.34M 6.17% 5
2025
Q3 		$18.1M Sell
193,000
-107,000
-36% -$11.7M 4.31% 7
2025
Q2 		$29.6M Sell
300,000
-84,000
-22% -$7.51M 9.49% 1
2025
Q1 		$28.6M Buy
+384,000
New +$28M 7.88% 3

Other funds holding SXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FC
Freemont Capital Singapore $4.9B AUM 11.61% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

Bayberry Capital Partners reduced its Sensient Technologies (SXT) stake by 32% in Q2 2026, selling an estimated $8.48M and leaving 163,000 shares worth $20.1M. The position accounts for 6.93% of the portfolio, ranked #2.

Bayberry Capital Partners first reported a position in SXT in Q1 2025 and has held it in 6 quarters since. The position peaked at $29.6M in Q2 2025. 380 funds tracked by Wall St. Rank hold SXT as of Q2 2026.

  • Bayberry Capital Partners held 163,000 shares of Sensient Technologies worth $20.1M as of Q2 2026.
  • Bayberry Capital Partners sold 76,200 Sensient Technologies shares in Q2 2026, an estimated $8.48M.
  • Sensient Technologies made up 6.93% of Bayberry Capital Partners's portfolio in Q2 2026, its #2 holding.
  • Bayberry Capital Partners first reported a position in Sensient Technologies in Q1 2025 and has held it in 6 quarters since.
  • Bayberry Capital Partners's Sensient Technologies position peaked at $29.6M in Q2 2025.
  • 380 funds tracked by Wall St. Rank held Sensient Technologies as of Q2 2026.

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