Bayberry Capital Partners’s Univar Solutions Inc. UNVR Stock Holding History

Bayberry Capital Partners’s Portfolio UNVR Stock Details UNVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-735,000	Closed	-$14M	–	21
2020 Q4	$14M	Sell	735,000 -188,000	-20%	-$3.39M	3.91%	14
2020 Q3	$15.6M	Sell	923,000 -167,000	-15%	-$2.95M	4.46%	10
2020 Q2	$18.4M	Sell	1,090,000 -165,000	-13%	-$2.37M	3.56%	7
2020 Q1	$13.5M	Buy	1,255,000 +493,350	+65%	+$9.15M	5.48%	10
2019 Q4	$18.5M	Buy	+761,650	New	+$17.2M	8.55%	5

Other funds holding UNVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Bayberry Capital Partners's UNVR Position: Q1 2021 in Review

Bayberry Capital Partners sold out of Univar Solutions Inc. (UNVR) in Q1 2021, closing a stake of 735,000 shares — an estimated $14M sold.

Bayberry Capital Partners first reported a position in UNVR in Q4 2019 and held it in 5 quarters. The position peaked at $18.5M in Q4 2019. 218 funds tracked by Wall St. Rank hold UNVR as of Q1 2021.

Bayberry Capital Partners reported no remaining Univar Solutions Inc. position as of Q1 2021 after selling out during the quarter.
Bayberry Capital Partners sold 735,000 Univar Solutions Inc. shares in Q1 2021, an estimated $14M.
Bayberry Capital Partners first reported a position in Univar Solutions Inc. in Q4 2019 and held it in 5 quarters.
Bayberry Capital Partners's Univar Solutions Inc. position peaked at $18.5M in Q4 2019.
218 funds tracked by Wall St. Rank held Univar Solutions Inc. as of Q1 2021.

Based on Bayberry Capital Partners's 13F filing for Q1 2021, filed 17 May 2021.