WCA
BERY

Waratah Capital Advisors’s Berry Global Group, Inc. BERY Stock Holding History

Waratah Capital Advisors’s Portfolio BERY Stock Details BERY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,754
Closed -$541K – 231
2025
Q1 		$541K Buy
+7,754
New +$539K 0.01% 155
2021
Q2 		– Sell
-48,394
Closed -$2.73M – 335
2021
Q1 		$2.73M Sell
48,394
-142,671
-75% -$7.4M 0.06% 106
2020
Q4 		$9.86M Buy
191,065
+185,365
+3,252% +$8.85M 0.68% 42
2020
Q3 		$253K Buy
+5,700
New +$261K 0.03% 134
2020
Q1 		– Sell
-26,223
Closed -$1.14M – 176
2019
Q4 		$1.14M Sell
26,223
-26,566
-50% -$1.05M 0.12% 99
2019
Q3 		$1.9M Buy
+52,789
New +$2.16M 0.21% 78
2016
Q3 		– Sell
-153,364
Closed -$5.47M – 136
2016
Q2 		$5.47M Buy
+153,364
New +$5.25M 1.12% 35
2015
Q3 		– Sell
-128,175
Closed -$3.81M – 165
2015
Q2 		$3.81M Buy
+128,175
New +$4.03M 0.86% 40
2014
Q2 		– Sell
-46,391
Closed -$986K – 94
2014
Q1 		$986K Buy
46,391
+2,395
+5% +$51.3K 0.54% 41
2013
Q4 		$961K Buy
+43,996
New +$837K 0.37% 57

Other funds holding BERY

OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Waratah Capital Advisors's BERY Position: Q2 2025 in Review

Waratah Capital Advisors sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 7,754 shares — an estimated $541K sold.

Waratah Capital Advisors first reported a position in BERY in Q4 2013 and held it in 10 quarters. The position peaked at $9.86M in Q4 2020. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • Waratah Capital Advisors reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • Waratah Capital Advisors sold 7,754 Berry Global Group, Inc. shares in Q2 2025, an estimated $541K.
  • Waratah Capital Advisors first reported a position in Berry Global Group, Inc. in Q4 2013 and held it in 10 quarters.
  • Waratah Capital Advisors's Berry Global Group, Inc. position peaked at $9.86M in Q4 2020.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Waratah Capital Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.