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BROAD BAY CAPITAL MANAGEMENT, LP
BROAD BAY CAPITAL MANAGEMENT, LP
Latest filing: 2026-06-30
BROAD BAY CAPITAL MANAGEMENT, LP runs BROAD BAY CAPITAL MANAGEMENT, LP and currently holds 24 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.07B. Their top holdings are AIR, BATRK, RKT, SNOW, HUBG. The top five represent 40.4% of reported portfolio weight. BROAD BAY CAPITAL MANAGEMENT, LP ranks #241 out of 1000 investors tracked by Alpha Score. In the most recent quarter, BROAD BAY CAPITAL MANAGEMENT, LP initiated 9 new positions. They added to 3 existing positions. They trimmed 10 positions. Their current best-performing preview position is SMTC with returns of +110.50%.
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24 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AIR AAR CORP | 10.01% | $92.69 | $134.84 | +45.47% | Trimmed -8.39% |
 BATRK ATLANTA BRAVES HLDGS INC | 9.92% | $38.76 | $51.93 | +33.98% | Trimmed -25.16% |
 RKT ROCKET COS INC | 7.05% | $14.99 | $13.93 | -7.07% | Added +10.93% |
 SNOW SNOWFLAKE INC | 6.93% | $254.50 | $332.55 | +30.67% | New Buy |
 HUBG HUB GROUP INC | 6.44% | $39.02 | $40.73 | +4.38% | Held |
 LION LIONSGATE STUDIOS CORP | 5.86% | $7.52 | $11.51 | +53.06% | Trimmed -20.55% |
 RDDT REDDIT INC | 5.23% | $173.58 | $153.25 | -11.71% | Added +100.00% |
 VFC V F CORP | 4.99% | $16.87 | $14.38 | -14.79% | Added +65.11% |
 EXPD EXPEDITORS INTL WASH INC | 4.99% | $143.23 | $187.77 | +31.09% | Trimmed -16.03% |
 NET CLOUDFLARE INC | 4.65% | $206.34 | $293.06 | +42.03% | Trimmed -33.35% |
Showing 1-10 of 24