Broad Bay Capital Management, LP
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Atlanta Braves Holdings, Inc. | $86.90M | 9.9% |
| Rocket Companies, Inc. | $80.29M | 9.2% |
| AppLovin Corp | $67.50M | 7.7% |
| CAVCO INDUSTRIES, INC. | $66.93M | 7.6% |
| AAR CORP | $55.01M | 6.3% |
| Alignment Healthcare, Inc. | $49.59M | 5.7% |
| Reddit, Inc. | $49.45M | 5.6% |
| Lionsgate Studios Corp. | $47.18M | 5.4% |
| Somnigroup International Inc | $34.41M | 3.9% |
| Globalstar, Inc.GSAT | $34.00M | 3.9% |
| FTAI Aviation Ltd | $30.83M | 3.5% |
| Hub Group, Inc. | $30.42M | 3.5% |
| FAIR ISAAC CORP | $29.04M | 3.3% |
| ACM Research Inc | $25.73M | 2.9% |
| BRINKER INTERNATIONAL, INC | $25.12M | 2.9% |
| WillScot Holdings Corp | $24.65M | 2.8% |
| ROSS STORES, INC. | $23.62M | 2.7% |
| POWELL INDUSTRIES INC | $22.31M | 2.5% |
| Okta, Inc. | $19.89M | 2.3% |
| MINERALS TECHNOLOGIES INC | $17.31M | 2.0% |
| Celsius Holdings, Inc. | $16.15M | 1.8% |
| Green Plains Inc. | $14.05M | 1.6% |
| Victoria's Secret & Co. | $8.17M | 0.9% |
| Citi Trends Inc | $6.65M | 0.8% |
| Bloomin' Brands, Inc. | $6.03M | 0.7% |
| LuxExperience B.V.LUXE | $2.71M | 0.3% |
| FISERV INC | $1.06M | 0.1% |
| UL Solutions Inc. | $394.3K | 0.0% |