
BROAD BAY CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | APP | 62K | $44.77M |
![]() | WSO | 51K | $20.60M |

AppLovin Corporation
APP
Shares Held
62K
Value
$44.77M

Watsco, Inc.
WSO
Shares Held
51K
Value
$20.60M

Stock Taper

Latest 13F filing data - Q3 2025
| Stock | Ticker | ||
|---|---|---|---|
![]() | APP | 62K | $44.77M |
![]() | WSO | 51K | $20.60M |

AppLovin Corporation
APP
Shares Held
62K
Value
$44.77M

Watsco, Inc.
WSO
Shares Held
51K
Value
$20.60M