Bayberry Capital Partners’s Sensient Technologies SXT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$29.6M	Sell	300,000 -84,000	-22%	-$8.28M	9.49%	1
2025 Q1	$28.6M	Buy	+384,000	New	+$28.6M	7.88%	2