Broad Bay Capital Management
$1.1B 13F equity value
34 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AIR | AAR CORP | 749,675 | $107M | 10.2% |
| BATRK | ATLANTA BRAVES HLDGS INC | 2,046,239 | $106M | 10.1% |
| RKT | ROCKET COS INC | 4,789,632 | $75M | 7.1% |
| SNOW | SNOWFLAKE INC | 291,400 | $74M | 7.0% |
| HUBG | HUB GROUP INC | 1,574,804 | $69M | 6.5% |
| LION | LIONSGATE STUDIOS CORP | 4,095,508 | $63M | 5.9% |
| RDDT | REDDIT INC | 322,700 | $56M | 5.3% |
| VFC | V F CORP | 3,203,800 | $53M | 5.1% |
| EXPD | EXPEDITORS INTL WASH INC | 327,851 | $53M | 5.1% |
| NET | CLOUDFLARE INC | 202,875 | $50M | 4.7% |
Track Broad Bay Capital Management's 13F portfolio: $1.1B in reported holdings, 34 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}