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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
AIR +581,565+$52,149
APP +62,310+$44,772
ALHC +2,374,845+$41,441
SGI +379,428+$31,997
LION +3,726,308+$25,712
POWL +69,990+$21,334
WSO +50,940+$20,595
ELF +151,573+$20,080
GAP +895,140+$19,147
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
WIX -379,139-$60,078
FTDR -795,486-$46,886
TPX -622,813-$42,382
HAS -267,691-$19,761
CHYM -280,251-$9,671
TGLS -116,689-$9,027
IWM +640,000+$138,106
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
BATRK +255,584+$1,755
GSAT +184,207+$16,738
ACMR +33,761+$14,269
RBLX +32,649+$17,109
MTX -13,293+$1,341
RDDT -15,771+$11,909
FTAI -25,951+$5,131
CVCO -66,551-$13,798
RKT -90,852+$17,157
GPRE -199,920+$3,913
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
MAX -1,029,812-$10,645
HZO -704,153-$17,677
CELH -642,890-$27,293
WSC -512,386-$22,933
VSCO -320,283-$2,692
Broad Bay Capital Management LP Info
Size ($ in 1000's)
At 09/30/2025: $808,610
At 06/30/2025: $849,210

Broad Bay Capital Management LP AUM history

Broad Bay Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Broad Bay Capital Management LP 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Broad Bay Capital Management LP
As of  09/30/2025, we find all stocks held by Broad Bay Capital Management LP to be as follows, presented in the table below with each row detailing each Broad Bay Capital Management LP position, ordered by largest to smallest position size. The all-stocks-held-by-Broad Bay Capital Management LP table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Broad Bay Capital Management LP as of the latest filing.

   EntityAmountChange
 06/30/2025 to 09/30/2025		 Position Size
($ in 1000's)
ATLANTA BRAVES HLDGS INC 1,968,974 +255,584 $81,890
     BATRK1,968,974+255,584$81,890
ROCKET COS INC 3,547,039 -90,852 $68,742
     RKT3,547,039-90,852$68,742
CAVCO INDS INC DEL 103,304 -66,551 $59,992
     CVCO103,304-66,551$59,992
ROBLOX CORP 410,391 +32,649 $56,847
     RBLX410,391+32,649$56,847
AAR CORP 581,565 +581,565 $52,149
     AIR581,565+581,565$52,149
APPLOVIN CORP 62,310 +62,310 $44,772
     APP62,310+62,310$44,772
ALIGNMENT HEALTHCARE INC 2,374,845 +2,374,845 $41,441
     ALHC2,374,845+2,374,845$41,441
REDDIT INC      $41,362
     RDDT209,842+14,229$48,262
     Put30,000+30,000$6,900
ACM RESH INC 1,012,414 +33,761 $39,616
     ACMR1,012,414+33,761$39,616
GLOBALSTAR INC 965,737 +184,207 $35,143
     GSAT965,737+184,207$35,143
SOMNIGROUP INTERNATIONAL INC 379,428 +379,428 $31,997
     SGI379,428+379,428$31,997
WILLSCOT HLDGS CORP 1,413,847 -512,386 $29,846
     WSC1,413,847-512,386$29,846
FTAI AVIATION LTD 156,622 -25,951 $26,134
     FTAI156,622-25,951$26,134
LIONSGATE STUDIOS CORP 3,726,308 +3,726,308 $25,712
     LION3,726,308+3,726,308$25,712
POWELL INDS INC 69,990 +69,990 $21,334
     POWL69,990+69,990$21,334
WATSCO INC 50,940 +50,940 $20,595
     WSO50,940+50,940$20,595
E L F BEAUTY INC 151,573 +151,573 $20,080
     ELF151,573+151,573$20,080
GAP INC 895,140 +895,140 $19,147
     GAP895,140+895,140$19,147
MINERALS TECHNOLOGIES INC 294,056 -13,293 $18,267
     MTX294,056-13,293$18,267
MEDIAALPHA INC 1,468,695 -1,029,812 $16,714
     MAX1,468,695-1,029,812$16,714
GREEN PLAINS INC 1,854,733 -199,920 $16,303
     GPRE1,854,733-199,920$16,303
CELSIUS HLDGS INC 228,024 -642,890 $13,109
     CELH228,024-642,890$13,109
VICTORIAS SECRET AND CO 375,843 -320,283 $10,200
     VSCO375,843-320,283$10,200
MARINEMAX INC 134,934 -704,153 $3,418
     HZO134,934-704,153$3,418
CHIME FINL INC $0 (exited)
     CHYM0-280,251$0
FRONTDOOR INC $0 (exited)
     FTDR0-795,486$0
HASBRO INC $0 (exited)
     HAS0-267,691$0
ISHARES TR $0 (exited)
     Put0-640,000$0
TECNOGLASS INC $0 (exited)
     TGLS0-116,689$0
SOMNIGROUP INTERNATIONAL INC $0 (exited)
     TPX0-622,813$0
WIX COM LTD 0 -379,139 $0 (exited)
     WIX0-379,139$0

See Summary: Broad Bay Capital Management LP Top Holdings
See Details: Top 10 Stocks Held By Broad Bay Capital Management LP

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