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 Mobile Mini $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%Multi-Sector ConglomeratesWIXWix.com$56,495,334$16,993,971 ▲43.0%345,7918.3%Computer and TechnologyWSCWillScot Mobile Mini$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/WholesaleFTAIFTAI Aviation$26,222,288$5,538,732 ▲26.8%236,1733.8%AerospaceMAXMediaAlpha$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. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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