Broad Bay Capital Management, LP: 13F holdings
CIK 17591152026Q2
| Positions | 24 |
|---|---|
| Reported value | $1.1bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AIR AAR CORP | 749,675 | $107.2m | 10.0% |
| BATRK ATLANTA BRAVES HLDGS INC | 2,046,239 | $106.2m | 9.9% |
| RKT ROCKET COS INC | 4,789,632 | $75.4m | 7.0% |
| SNOW SNOWFLAKE INC | 291,400 | $74.2m | 6.9% |
| HUBG HUB GROUP INC | 1,574,804 | $69.0m | 6.4% |
| LIONSGATE STUDIOS CORP | 4,095,508 | $62.7m | 5.9% |
| RDDT REDDIT INC | 322,700 | $56.0m | 5.2% |
| VFC V F CORP | 3,203,800 | $53.4m | 5.0% |
| EXPD EXPEDITORS INTL WASH INC | 327,851 | $53.4m | 5.0% |
| NET CLOUDFLARE INC | 202,875 | $49.8m | 4.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1759115")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.