# EDGAR Filing Document

**Accession Number:** 0001771524
**File Stem:** 0001438934-25-001607
**Filing Date:** 2025-8
**Character Count:** 11517
**Document Hash:** ffad5a069929dadfa78420d79c00a452
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001438934-25-001607.hdr.sgml**: 20250826

**ACCESSION NUMBER**: 0001438934-25-001607

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250826

**EFFECTIVENESS DATE**: 20250826

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Bayberry Capital Partners LP
- **CENTRAL INDEX KEY:** 0001771524

**ORGANIZATION NAME:**
- **EIN:** 611903347
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1219

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20087
- **FILM NUMBER:** 251252390

**BUSINESS ADDRESS:**
- **STREET 1:** 331 PARK AVENUE SOUTH
- **STREET 2:** 9TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10010
- **BUSINESS PHONE:** 2128663059

**MAIL ADDRESS:**
- **STREET 1:** 331 PARK AVENUE SOUTH
- **STREET 2:** 9TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10010

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001771524

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Bayberry Capital Partners LP

**Address:** 331 Park Avenue South, New York, NY 10010

**Telephone number:** 2128663059

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-20087

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** 549300HHLFSQZZFW3R11

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 1

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                     | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                                                                                                                                               | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| AIR CANADA                         | 008911877 | 03/31/2025     | ADVISORY VOTE ON EXECUTIVE COMPENSATION CONSIDERATION AND APPROVAL IN AN ADVISORY, NON-BINDING CAPACITY OF A RESOLUTION, IN THE FORM SET OUT IN SCHEDULE "A" OF THE MANAGEMENT PROXY CIRCULAR, IN RESPECT OF AIR CANADA'S APPROACH TO EXECUTIVE COMPENSATION, AS MORE PARTICULARLY DESCRIBED IN THE MANAGEMENT PROXY CIRCULAR. | SECTION 14A SAY-ON-PAY VOTES |        1480000 |                0 | FOR         |                                  1480000 | FOR                         |  |
| ALIGHT, INC.                       | 01626W101 | 06/04/2025     | To approve, on an advisory (non-binding) basis, the 2024 compensation paid to our named executive officers.                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |        2986322 |                0 | FOR         |                                  2986322 | FOR                         |  |
| ATMUS FILTRATION TECHNOLOGIES INC. | 04956D107 | 05/20/2025     | Advisory vote to approve the executive compensation.                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         355700 |                0 | FOR         |                                   355700 | FOR                         |  |
| BOMBARDIER INC.                    | 097751861 | 05/01/2025     | Advisory Vote on the Remuneration of the Executive Officers of Bombardier Inc. The approach to executive compensation disclosed in the Management Proxy Circular.                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         219600 |                0 | FOR         |                                   219600 | FOR                         |  |
| CARPENTER TECHNOLOGY CORPORATION   | 144285103 | 10/07/2024     | Approve the compensation of the corporation's named executive officers, in an advisory vote.                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         358000 |                0 | FOR         |                                   358000 | FOR                         |  |
| DOLLAR TREE, INC.                  | 256746108 | 06/19/2025     | To approve, by a non-binding advisory vote, the compensation of the Company's named executive officers.                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         171900 |                0 | FOR         |                                   171900 | FOR                         |  |
| FOOT LOCKER, INC.                  | 344849104 | 05/21/2025     | Vote, on an Advisory Basis, to Approve the Company's Named Executive Officers' Compensation.                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         334000 |                0 | FOR         |                                   334000 | FOR                         |  |
| MCGRATH RENTCORP                   | 580589109 | 06/04/2025     | To approve, in a non-binding vote, the compensation of the Company's named executive officers.                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          90049 |                0 | FOR         |                                    90049 | FOR                         |  |
| NVENT ELECTRIC PLC                 | G6700G107 | 05/16/2025     | Approve, by Non-Binding Advisory Vote, the Compensation of the Named Executive Officers                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          97300 |                0 | FOR         |                                    97300 | FOR                         |  |
| NVENT ELECTRIC PLC                 | G6700G107 | 05/16/2025     | Recommend, by Non-Binding Advisory Vote, the Frequency of Advisory Votes on the Compensation of Named Executive Officers                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          97300 |                0 | 1 YEAR      |                                    97300 | FOR                         |  |
| QUIDELORTHO CORPORATION            | 219798105 | 05/20/2025     | Approval of, on an advisory basis, the compensation of QuidelOrtho's named executive officers.                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         518000 |                0 | FOR         |                                   518000 | FOR                         |  |
| SENSIENT TECHNOLOGIES CORPORATION  | 81725T100 | 04/24/2025     | Proposal to approve the compensation paid to Sensient's named executive officers, as disclosed pursuant to Item 402 of Regulation S-K, including the Compensation Discussion and Analysis, compensation tables, and narrative discussion in the accompanying proxy statement.                                                  | SECTION 14A SAY-ON-PAY VOTES |         376000 |                0 | FOR         |                                   376000 | FOR                         |  |
| THE TJX COMPANIES, INC.            | 872540109 | 06/10/2025     | Advisory approval of TJX's executive compensation (the say-on-pay vote)                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          93000 |                0 | FOR         |                                    93000 | FOR                         |  |
| VICTORIA'S SECRET  CO.             | 926400102 | 06/18/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           2915 |                0 | FOR         |                                     2915 | FOR                         |  |
| WESCO INTERNATIONAL, INC.          | 95082P105 | 05/22/2025     | Approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         146000 |                0 | FOR         |                                   146000 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Bayberry Capital Partners LP

**By (Signature):** Jason Danen

**By (Printed Signature):** Jason Danen

**By (Title):** COO and CCO

**Date:** 08/27/2024