Broad Bay Capital Management, Lp Top Holdings and 13F Report (2025) About Broad Bay Capital Management, LpInvestment ActivityBroad Bay Capital Management, Lp has $682.27 million in total holdings as of March 31, 2025.Broad Bay Capital Management, Lp owns shares of 22 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 33.35% of the portfolio was purchased this quarter.About 41.84% of the portfolio was sold this quarter.This quarter, Broad Bay Capital Management, Lp has purchased 23 new stocks and bought additional shares in 14 stocks.Broad Bay Capital Management, Lp sold shares of 3 stocks and completely divested from 6 stocks this quarter.Largest Holdings Cavco Industries $92,592,350Atlanta Braves $69,332,609Wix.com $56,495,334WillScot $52,064,535VSE $37,720,536 Largest New Holdings this Quarter 89531P105 - Trex $31,212,482 Holding15118V207 - Celsius $24,373,733 Holding705573103 - Pegasystems $21,532,430 Holding00108J109 - ACM Research $21,134,230 Holding93403J106 - Warby Parker $14,357,037 Holding Largest Purchases this Quarter Trex 537,220 shares (about $31.21M)Celsius 684,271 shares (about $24.37M)Pegasystems 309,730 shares (about $21.53M)ACM Research 905,494 shares (about $21.13M)Western Digital 433,511 shares (about $17.53M) Largest Sales this Quarter REDDIT INC 168,860 shares (about $17.71M)Alignment Healthcare 588,660 shares (about $10.96M)Planet Fitness 15,720 shares (about $1.52M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBroad Bay Capital Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCVCOCavco Industries$92,592,350$14,291,384 ▲18.3%178,18913.6%ConstructionBATRKAtlanta Braves$69,332,609$13,549,587 ▲24.3%1,732,88210.2%Consumer DiscretionaryWIXWix.com$56,495,334$16,993,971 ▲43.0%345,7918.3%Computer and TechnologyWSCWillScot$52,064,535$10,100,435 ▲24.1%1,872,8257.6%FinanceVSECVSE$37,720,536$6,409,986 ▲20.5%314,3645.5%ConstructionWDCWestern Digital$33,132,830$17,526,850 ▲112.3%819,5114.9%Computer and TechnologyTREXTrex$31,212,482$31,212,482 ▲New Holding537,2204.6%ConstructionBIRKENSTOCK HOLDING PLC$30,914,454$5,739,961 ▲22.8%674,2524.5%COM SHSFIVEFive Below$29,422,073$6,061,058 ▲25.9%392,6874.3%Retail/WholesaleFTAI AVIATION LTD$26,222,288$5,538,732 ▲26.8%236,1733.8%SHSMAXMediaAlpha$25,389,469$4,888,819 ▲23.8%2,747,7783.7%Business ServicesCELHCelsius$24,373,733$24,373,733 ▲New Holding684,2713.6%Consumer StaplesPEGAPegasystems$21,532,430$21,532,430 ▲New Holding309,7303.2%Computer and TechnologyACMRACM Research$21,134,230$21,134,230 ▲New Holding905,4943.1%Computer and TechnologyALHCAlignment Healthcare$20,161,364$10,960,849 ▼-35.2%1,082,7803.0%MedicalVSCOVictoria's Secret & Co.$18,613,797$6,220,305 ▲50.2%1,001,8192.7%Retail/WholesaleHZOMarineMax$18,140,754$3,348,625 ▲22.6%843,7562.7%Retail/WholesaleTGLSTecnoglass$17,759,211$2,561,490 ▲16.9%248,2072.6%Retail/WholesaleREDDIT INC$16,784,000$17,713,414 ▼-51.3%160,0002.5%CL AWRBYWarby Parker$14,357,037$14,357,037 ▲New Holding787,5502.1%Consumer StaplesPLNTPlanet Fitness$12,469,646$1,518,709 ▼-10.9%129,0721.8%Consumer DiscretionaryGPREGreen Plains$12,445,517$1,725,072 ▲16.1%2,566,0861.8%Basic MaterialsIWMiShares Russell 2000 ETF$0$195,240,256 ▼-100.0%00.0%FinanceEVREvercore$0$23,838,340 ▼-100.0%00.0%FinanceAPPLOVIN CORP$0$23,383,764 ▼-100.0%00.0%COM CL ASGSweetgreen$0$8,502,408 ▼-100.0%00.0%Retail/WholesaleSTANDARDAERO INC$0$2,297,728 ▼-100.0%00.0%COMEBEventbrite$0$2,012,314 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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