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
-8.58%
+0.15%
3,615.0
Homebuilding & Construction
BATRK
Atlanta Braves Holdings Inc
1,732,882
69,332.6
+24.29%
10.160
+1.99%
2.770
+20.35%
+19.79%
2,907.8
Media - Diversified
WIX
Wix.com Ltd
345,791
56,495.3
+43.02%
8.280
+2.49%
0.620
-4.23%
-26.36%
8,795.6
Software
WSC
WillScot Holdings Corp
1,872,825
52,064.5
+24.07%
7.630
+1.48%
1.030
+10.39%
-12.64%
5,303.9
Business Services
VSEC
VSE Corp
314,364
37,720.5
+20.47%
5.530
+0.94%
1.520
+8.23%
+33.14%
2,612.4
Aerospace & Defense
WDC
Western Digital Corp
819,511
33,132.8
+112.31%
4.860
+2.57%
0.230
+78.40%
+43.77%
22,551.5
Hardware
TREX
Trex Co Inc
537,220
31,212.5
New Holding
4.570
+4.57%
0.500
+5.15%
-12.70%
6,461.5
Construction
BIRK
Birkenstock Holding PLC
674,252
30,914.5
+22.80%
4.530
+0.84%
0.360
+0.79%
-14.44%
8,915.8
Manufacturing - Apparel & Accessories
Manufacturing - Apparel & Accessories
FIVE
Five Below Inc
392,687
29,422.1
+25.95%
4.310
+0.89%
0.710
+105.54%
+22.70%
7,090.9
Retail - Cyclical
FTAI
FTAI Aviation Ltd
236,173
26,222.3
+26.78%
3.840
+0.81%
0.230
+1.60%
-22.92%
11,323.2
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
$145.65
-11.88%
Sold Out
0
-328,860
TREX
Trex Co Inc
2025-03-31
New Buy
New Buy
+4.57%
●
54 ($64.97) 74.44
$60.26
-7.25%
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
$46.10
69.17%
New holding
684,271
684,271
PEGA
Pegasystems Inc
2025-03-31
New Buy
New Buy
+3.16%
●
34.07 ($44.23) 56.15
$53.54
21.05%
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
$29.11
27.45%
New holding
905,494
905,494
EVR
Evercore Inc
2025-03-31
Sold Out
Sold Out
-2.93%
●
190.28 ($249.15) 291.27
$293.39
17.76%
Sold Out
0
-86,000
APP
AppLovin Corp
2025-03-31
Sold Out
Sold Out
-2.87%
●
238.08 ($344.61) 510.13
$352.74
2.36%
Sold Out
0
-72,210
WDC
Western Digital Corp
2025-03-31
Add
Add
+2.57%
●
40.43 ($47.42) 54.41
$64.64
36.31%
Add 112.31%
819,511
433,511
WIX
Wix.com Ltd
2025-03-31
Add
Add
+2.49%
●
163.38 ($207.73) 246.76
$158.00
-23.94%
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
$22.27
-6.66%
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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