Holdings
Broad Bay Capital Management, LP
As of Jun 30, 2026, Broad Bay Capital Management, LP reported 23 positions worth US$1.06B. Largest: Aar Corp., Atlanta Braves Holdings, Inc. - Series A and Rocket Companies, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Aar Corp. | 750K | US$107M | −68,650 | Jun 30, 2026 |
| Atlanta Braves Holdings, Inc. - Series A | 2.05M | US$106M | −688K | Jun 30, 2026 |
| Rocket Companies, Inc. | 4.79M | US$75.4M | +472K | Jun 30, 2026 |
| Snowflake Inc. | 291K | US$74.2M | new | Jun 30, 2026 |
| Hub Group, Inc. | 1.57M | US$69M | no change | Jun 30, 2026 |
| Lionsgate Studios Corp | 4.1M | US$62.7M | −1.06M | Jun 30, 2026 |
| Reddit, Inc. | 323K | US$56M | new | Jun 30, 2026 |
| V.f. Corporation | 3.2M | US$53.4M | +1.26M | Jun 30, 2026 |
| Expeditors International Of Washington, Inc. | 328K | US$53.4M | −62,600 | Jun 30, 2026 |
| Cloudflare, Inc. | 203K | US$49.8M | −102K | Jun 30, 2026 |