BROAD BAY CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LION | 3.73M | $25.71M |
 | RKT | 3.55M | $68.74M |
 | ALHC | 2.37M | $41.44M |
 | BATRK | 1.97M | $81.89M |
 | GPRE | 1.85M | $16.30M |
 | MAX | 1.47M | $16.71M |
 | WSC | 1.41M | $29.85M |
 | ACMR | 1.01M | $39.62M |
 | GSAT | 966K | $35.14M |
 | AIR | 582K | $52.15M |
 | RBLX | 410K | $56.85M |
 | VSCO | 376K | $10.20M |
 | MTX | 294K | $18.27M |
 | CELH | 228K | $13.11M |
 | RDDT | 210K | $48.26M |
 | FTAI | 157K | $26.13M |
 | ELF | 152K | $20.08M |
 | HZO | 135K | $3.42M |
 | CVCO | 103K | $59.99M |
 | POWL | 70K | $21.33M |
Lionsgate Studios Corp.
LION
Shares Held
3.73M
Value
$25.71M
Rocket Companies, Inc.
RKT
Shares Held
3.55M
Value
$68.74M
Alignment Healthcare, Inc.
ALHC
Shares Held
2.37M
Value
$41.44M
Atlanta Braves Holdings, Inc.
BATRK
Shares Held
1.97M
Value
$81.89M
Green Plains Inc.
GPRE
Shares Held
1.85M
Value
$16.30M
MediaAlpha, Inc.
MAX
Shares Held
1.47M
Value
$16.71M
WillScot Holdings Corporation
WSC
Shares Held
1.41M
Value
$29.85M
ACM Research, Inc.
ACMR
Shares Held
1.01M
Value
$39.62M
Globalstar, Inc.
GSAT
Shares Held
966K
Value
$35.14M
AAR Corp.
AIR
Shares Held
582K
Value
$52.15M
Roblox Corporation
RBLX
Shares Held
410K
Value
$56.85M
Victoria's Secret & Co.
VSCO
Shares Held
376K
Value
$10.20M
Minerals Technologies Inc.
MTX
Shares Held
294K
Value
$18.27M
Celsius Holdings, Inc.
CELH
Shares Held
228K
Value
$13.11M
Reddit, Inc.
RDDT
Shares Held
210K
Value
$48.26M
FTAI Aviation Ltd.
FTAI
Shares Held
157K
Value
$26.13M
e.l.f. Beauty, Inc.
ELF
Shares Held
152K
Value
$20.08M
MarineMax, Inc.
HZO
Shares Held
135K
Value
$3.42M
Cavco Industries, Inc.
CVCO
Shares Held
103K
Value
$59.99M
Powell Industries, Inc.
POWL
Shares Held
70K
Value
$21.33M