WCMNY
BERY

Westchester Capital Management (New York)’s Berry Global Group, Inc. BERY Stock Holding History

Westchester Capital Management (New York)’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
-1,010,164
Closed -$70.5M – 248
2025
Q1 		$70.5M Buy
1,010,164
+313,470
+45% +$21.8M 3.63% 6
2024
Q4 		$45.1M Buy
696,694
+652,916
+1,491% +$43.1M 2.45% 11
2024
Q3 		$2.73M Buy
+43,778
New +$2.6M 0.12% 83

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 $59.2B AUM 26.02% 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

Westchester Capital Management (New York)'s BERY Position: Q2 2025 in Review

Westchester Capital Management (New York) sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 1,010,164 shares — an estimated $70.5M sold.

Westchester Capital Management (New York) first reported a position in BERY in Q3 2024 and held it in 3 quarters. The position peaked at $70.5M in Q1 2025. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • Westchester Capital Management (New York) reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 1,010,164 Berry Global Group, Inc. shares in Q2 2025, an estimated $70.5M.
  • Westchester Capital Management (New York) first reported a position in Berry Global Group, Inc. in Q3 2024 and held it in 3 quarters.
  • Westchester Capital Management (New York)'s Berry Global Group, Inc. position peaked at $70.5M in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Westchester Capital Management (New York)'s 13F filing for Q2 2025, filed 14 Aug 2025.