Broad Bay Capital Management, LP Buys Avalara Inc, Sells PGT Innovations Inc, Datadog Inc

Feb 17, 2020

Investment company Broad Bay Capital Management, LP (Current Portfolio) buys Avalara Inc, sells PGT Innovations Inc, Datadog Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Broad Bay Capital Management, LP. As of 2019Q4, Broad Bay Capital Management, LP owns 16 stocks with a total value of $420 million. These are the details of the buys and sells.

New Purchases: AVLR,
Added Positions: NGVT, WSC, TREX, AAP, EXP, FND, CVCO, FICO, FTDR, REAL, ORLY, COLM,
Reduced Positions: PGTI, BV,
Sold Out: DDOG,

For the details of Broad Bay Capital Management, LP's stock buys and sells, go to https://www.gurufocus.com/guru/broad+bay+capital+management%2C+lp/current-portfolio/portfolio

These are the top 5 holdings of Broad Bay Capital Management, LP

Fair Isaac Corp (FICO) - 136,800 shares, 12.22% of the total portfolio. Shares added by 3.01%
Eagle Materials Inc (EXP) - 443,000 shares, 9.57% of the total portfolio. Shares added by 6.24%
Ingevity Corp (NGVT) - 451,000 shares, 9.39% of the total portfolio. Shares added by 11.08%
WillScot Corp (WSC) - 1,880,000 shares, 8.29% of the total portfolio. Shares added by 12.57%
Cavco Industries Inc (CVCO) - 174,000 shares, 8.10% of the total portfolio. Shares added by 6.10%

New Purchase: Avalara Inc (AVLR)

Broad Bay Capital Management, LP initiated holding in Avalara Inc. The purchase prices were between $64.5 and $79.95, with an estimated average price of $72.87. The stock is now traded at around $92.47. The impact to a portfolio due to this purchase was 4.24%. The holding were 243,000 shares as of .

Sold Out: Datadog Inc (DDOG)

Broad Bay Capital Management, LP sold out a holding in Datadog Inc. The sale prices were between $28.04 and $42.81, with an estimated average price of $36.14.

Here is the complete portfolio of Broad Bay Capital Management, LP. Also check out:

1. Broad Bay Capital Management, LP's Undervalued Stocks
2. Broad Bay Capital Management, LP's Top Growth Companies, and
3. Broad Bay Capital Management, LP's High Yield stocks
4. Stocks that Broad Bay Capital Management, LP keeps buying

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