BB

Broad Bay Capital Management, LP

13F
Broad Bay Capital Management, LP
Last update 2025-05-15 22 Stocks (5 new)
Value $682.00 Mil Turnover 33 %
Countries:
Top Holdings: CVCO(13.57%)BATRK(10.16%)WIX(8.28%)WSC(7.63%)VSEC(5.53%)
Summary Stock Picks Current Portfolio
Broad Bay Capital Management, ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CVCO
Cavco Industries Inc
178,189
92,592.4
+18.25%
13.570
+2.09%
2.220
-4.25%
+0.81%
3,638.7
Homebuilding & Construction
BATRK
Atlanta Braves Holdings Inc
1,732,882
69,332.6
+24.29%
10.160
+1.99%
2.770
+22.86%
+21.80%
2,955.9
Media - Diversified
WIX
Wix.com Ltd
345,791
56,495.3
+43.02%
8.280
+2.49%
0.620
-3.93%
-29.03%
8,476.6
Software
WSC
WillScot Holdings Corp
1,872,825
52,064.5
+24.07%
7.630
+1.48%
1.030
+23.44%
-8.68%
5,544.6
Business Services
VSEC
VSE Corp
314,364
37,720.5
+20.47%
5.530
+0.94%
1.520
+12.75%
+33.44%
2,618.2
Aerospace & Defense
WDC
Western Digital Corp
819,511
33,132.8
+112.31%
4.860
+2.57%
0.230
+92.63%
+47.11%
23,074.8
Hardware
TREX
Trex Co Inc
537,220
31,212.5
New Holding
4.570
+4.57%
0.500
+16.27%
-7.45%
6,850.7
Construction
BIRK
Birkenstock Holding PLC
674,252
30,914.5
+22.80%
4.530
+0.84%
0.360
-1.04%
-16.15%
8,737.4
Manufacturing - Apparel & Accessories
Manufacturing - Apparel & Accessories
FIVE
Five Below Inc
392,687
29,422.1
+25.95%
4.310
+0.89%
0.710
+114.09%
+23.34%
7,127.8
Retail - Cyclical
FTAI
FTAI Aviation Ltd
236,173
26,222.3
+26.78%
3.840
+0.81%
0.230
+12.48%
-22.53%
11,381.7
Business Services

Broad Bay Capital Management, LP's Historical Top Holdings Breakdowns

Broad Bay Capital Management, LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
RDDT
Reddit Inc
2025-03-31
Sold Out
Sold Out
-6.60%
●
104.9 ($165.28) 225.23
$145.59
-11.91%
Sold Out
0
-328,860
TREX
Trex Co Inc
2025-03-31
New Buy
New Buy
+4.57%
●
54 ($64.97) 74.44
$63.89
-1.66%
New holding
537,220
537,220
CELH
Celsius Holdings Inc
2025-03-31
New Buy
New Buy
+3.57%
●
21.28 ($27.25) 35.62
$45.09
65.47%
New holding
684,271
684,271
PEGA
Pegasystems Inc
2025-03-31
New Buy
New Buy
+3.16%
●
34.07 ($44.23) 56.15
$49.80
12.59%
New holding
619,460
309,730
ACMR
ACM Research Inc
2025-03-31
New Buy
New Buy
+3.10%
●
15.41 ($22.84) 29.98
$28.56
25.04%
New holding
905,494
905,494
EVR
Evercore Inc
2025-03-31
Sold Out
Sold Out
-2.93%
●
190.28 ($249.15) 291.27
$291.53
17.01%
Sold Out
0
-86,000
APP
AppLovin Corp
2025-03-31
Sold Out
Sold Out
-2.87%
●
238.08 ($344.61) 510.13
$335.10
-2.76%
Sold Out
0
-72,210
WDC
Western Digital Corp
2025-03-31
Add
Add
+2.57%
●
40.43 ($47.42) 54.41
$66.14
39.48%
Add 112.31%
819,511
433,511
WIX
Wix.com Ltd
2025-03-31
Add
Add
+2.49%
●
163.38 ($207.73) 246.76
$152.27
-26.70%
Add 43.02%
345,791
104,015
WRBY
Warby Parker Inc
2025-03-31
New Buy
New Buy
+2.10%
●
17.82 ($23.86) 28.42
$22.20
-6.96%
New holding
787,550
787,550

Broad Bay Capital Management, LP Total Holding History ($B)

To

Broad Bay Capital Management, LP's Asset Allocation

To

Broad Bay Capital Management, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Broad Bay Capital Management, LP's Hypothetical Growth since 2025-03-31

Broad Bay Capital Management, LP's Yearly Returns

Year Portfolio % % Excess Gain %

Broad Bay Capital Management, LP's Holdings Heat Map

Size field:

Broad Bay Capital Management, LP's Holdings Bubble Chart

Broad Bay Capital Management, LP News

  • 1

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