Broad Bay Capital Management
$1.1B 13F equity value
34 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Broad Bay Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
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.
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