Universe · entity
Broad Bay Capital Management, LP
Institutional manager (13F) · CIK 1759115
13F holdings · as of 2026-03-31 · top 24 · reported portfolio $972M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ATLANTA BRAVES HLDGS INC | $117M | 2,734,120 |
| 2 | AAR CORP | $90M | 818,325 |
| 3 | CLOUDFLARE INC | $63M | 304,400 |
| 4 | ROCKET COS INC | $62M | 4,317,895 |
| 5 | HUB GROUP INC | $57M | 1,574,804 |
| 6 | EXPEDITORS INTL WASH INC | $56M | 390,451 |
| 7 | ALIGNMENT HEALTHCARE INC | $51M | 2,919,465 |
| 8 | LIONSGATE STUDIOS CORP | $49M | 5,154,708 |
| 9 | CAVCO INDS INC DEL | $49M | 100,312 |
| 10 | GLOBALSTAR INC | $47M | 701,540 |
| 11 | ROSS STORES INC | $46M | 211,931 |
| 12 | GREENBRIER COS INC | $42M | 801,752 |
| 13 | V F CORP | $33M | 1,940,400 |
| 14 | MEDLINE INC | $30M | 675,000 |
| 15 | CARGURUS INC | $25M | 722,194 |
| 16 | SEMTECH CORP | $24M | 316,000 |
| 17 | PVH CORPORATION | $24M | 340,000 |
| 18 | WILLSCOT HLDGS CORP | $23M | 1,344,847 |
| 19 | AKAMAI TECHNOLOGIES INC | $22M | 188,000 |
| 20 | SOMNIGROUP INTERNATIONAL INC | $21M | 288,928 |
| 21 | ULTA BEAUTY INC | $17M | 32,100 |
| 22 | CELSIUS HLDGS INC | $13M | 353,024 |
| 23 | GREEN PLAINS INC | $11M | 677,633 |
| 24 | CITI TRENDS INC | $3M | 60,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.