account_balance
Investment manager · 13F filer · SEC CIK 1759115
Broad Bay Capital Management, LP
Reported value$1.06Bas of Jun 30, 2026
Positions23 10 new, 11 sold out
Top 10 weight67.0%AIR alone is 10%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AIRAar Corp
10.2%Trimmed −8%
BATRKAtlanta Braves Hldgs Inc
10.1%Trimmed −25%
RKTRocket Cos Inc
7.1%Added +11%
SNOWSnowflake Inc
7.0%New
HUBGHub Group Inc
6.5%
LIONLionsgate Studios Corp
5.9%Trimmed −21%
RDDTReddit Inc
5.3%New
VFCV F Corp
5.1%Added +65%
EXPDExpeditors Intl Wash Inc
5.1%Trimmed −16%
NETCloudflare Inc
4.7%Trimmed −33%
PIImpinj Inc
4.5%New
ALHCAlignment Healthcare Inc
4.3%Trimmed −35%
AIRAar Corp
10.2%Trimmed −8%
BATRKAtlanta Braves Hldgs Inc
10.1%Trimmed −25%
RKTRocket Cos Inc
7.1%Added +11%
SNOWSnowflake Inc
7.0%New
HUBGHub Group Inc
6.5%
LION5.9%RDDT5.3%VFC5.1%EXPD5.1%NET4.7%PI4.5%ALHC4.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AIR Aar Corp 10.2% Trimmed −8%BATRK Atlanta Braves Hldgs Inc 10.1% Trimmed −25%RKT Rocket Cos Inc 7.1% Added +11%SNOW Snowflake Inc 7.0% NewHUBG Hub Group Inc 6.5% HeldLION Lionsgate Studios Corp 5.9% Trimmed −21%RDDT Reddit Inc 5.3% NewVFC V F Corp 5.1% Added +65%EXPD Expeditors Intl Wash Inc 5.1% Trimmed −16%NET Cloudflare Inc 4.7% Trimmed −33%PI Impinj Inc 4.5% NewALHC Alignment Healthcare Inc 4.3% Trimmed −35%
What changed