Stock Taper 
BROAD BAY CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cavco Industries, Inc. | CVCO | 23.85K | $14.65M |
 Globalstar, Inc. | GSAT | 52.62K | $4.28M |
 Cerebras Systems Inc. | CBRS | 62.9K | $13.9M |
 Datadog, Inc. | DDOG | 82.38K | $21.45M |
 Cloudflare, Inc. | NET | 202.88K | $49.76M |
 Somnigroup International Inc | SGI | 226.6K | $17.77M |
 Dollar General Corporation | DG | 240K | $27.63M |
 Semtech Corporation | SMTC | 248.7K | $40.25M |
 Etsy, Inc. | ETSY | 279.5K | $21.05M |
 Snowflake Inc. | SNOW | 291.4K | $74.16M |
 Reddit, Inc. | RDDT | 322.7K | $56.01M |
 Expeditors International of Washington, Inc. | EXPD | 327.85K | $53.43M |
 Impinj, Inc. | PI | 328.7K | $47.08M |
 AAR Corp. | AIR | 749.67K | $107.15M |
 Figma, Inc. | FIG | 1.2M | $21.65M |
 Hub Group, Inc. | HUBG | 1.57M | $68.96M |
 Alignment Healthcare, Inc. | ALHC | 1.89M | $45.08M |
 Atlanta Braves Holdings, Inc. | BATRK | 2.05M | $106.2M |
 Vestis Corporation | VSTS | 2.31M | $33.54M |
 V.F. Corporation | VFC | 3.2M | $53.44M |