BROAD BAY CAPITAL MANAGEMENT, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)

STOCK	TICKER	SHARES HELD▲ ▼	VALUE▲ ▼
Cerebras Systems Inc.	CBRS	62.9K	$13.9M
Globalstar, Inc.	GSAT	52.62K	$4.28M
Cavco Industries, Inc.	CVCO	23.85K	$14.65M