BROAD BAY CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LION | 5.15M | $49.43M |
 | RKT | 4.32M | $61.53M |
 | ALHC | 2.92M | $51.44M |
 | BATRK | 2.73M | $116.75M |
 | VFC | 1.94M | $32.97M |
 | HUBG | 1.57M | $56.76M |
 | WSC | 1.34M | $23.35M |
 | AIR | 818K | $89.57M |
 | GBX | 802K | $42.21M |
 | CARG | 722K | $24.59M |
 | GSAT | 702K | $46.60M |
 | GPRE | 678K | $11.15M |
 | MDLN | 675K | $30.04M |
 | EXPD | 390K | $55.92M |
 | CELH | 353K | $12.53M |
 | PVH | 340K | $23.72M |
 | SMTC | 316K | $24.30M |
 | NET | 304K | $62.81M |
 | SGI | 289K | $21.36M |
 | ROST | 212K | $45.91M |
Lionsgate Studios Corp.
LION
Shares Held
5.15M
Value
$49.43M
Rocket Companies, Inc.
RKT
Shares Held
4.32M
Value
$61.53M
Alignment Healthcare, Inc.
ALHC
Shares Held
2.92M
Value
$51.44M
Atlanta Braves Holdings, Inc.
BATRK
Shares Held
2.73M
Value
$116.75M
V.F. Corporation
VFC
Shares Held
1.94M
Value
$32.97M
Hub Group, Inc.
HUBG
Shares Held
1.57M
Value
$56.76M
WillScot Holdings Corporation
WSC
Shares Held
1.34M
Value
$23.35M
AAR Corp.
AIR
Shares Held
818K
Value
$89.57M
The Greenbrier Companies, Inc.
GBX
Shares Held
802K
Value
$42.21M
CarGurus, Inc.
CARG
Shares Held
722K
Value
$24.59M
Globalstar, Inc.
GSAT
Shares Held
702K
Value
$46.60M
Green Plains Inc.
GPRE
Shares Held
678K
Value
$11.15M
Medline Inc.
MDLN
Shares Held
675K
Value
$30.04M
Expeditors International of Washington, Inc.
EXPD
Shares Held
390K
Value
$55.92M
Celsius Holdings, Inc.
CELH
Shares Held
353K
Value
$12.53M
PVH Corp.
PVH
Shares Held
340K
Value
$23.72M
Semtech Corporation
SMTC
Shares Held
316K
Value
$24.30M
Cloudflare, Inc.
NET
Shares Held
304K
Value
$62.81M
Somnigroup International Inc
SGI
Shares Held
289K
Value
$21.36M
Ross Stores, Inc.
ROST
Shares Held
212K
Value
$45.91M