Broad Bay Capital Management, LP

CIK

1759115

City

New York

State / Country

Stock

CVCO — Cavco Industries, Inc.

Top Portfolio Positions

23 positions · $855,725,530 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AIR	Aar Corp Industrials	818,325	$89,573,854	10.47%
NET	Cloudflare, Inc. Technology	304,400	$62,809,896	7.34%
RKT	Rocket Companies, Inc. Financial Services	4,317,895	$61,530,003	7.19%
HUBG	Hub Group, Inc. Industrials	1,574,804	$56,755,936	6.63%
EXPD	Expeditors International Of Washington Inc Industrials	390,451	$55,924,296	6.54%
ALHC	Alignment Healthcare, Inc. Healthcare	2,919,465	$51,440,973	6.01%
LION	Lionsgate Studios Corp.	5,154,708	$49,433,649	5.78%
CVCO	Cavco Industries, Inc. Consumer Cyclical	100,312	$48,580,098	5.68%
GSAT	Globalstar, Inc. Communication Services	701,540	$46,596,286	5.45%
ROST	Ross Stores, Inc. Consumer Cyclical	211,931	$45,910,612	5.37%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$48,580,098	100,312	-11.5%	Shares	Sole	2026-05-15
2025-12-31	$66,933,204	113,304	+9.7%	Shares	Sole	2026-02-17
2025-09-30	$59,991,731	103,304	-39.2%	Shares	Sole	2025-11-14
2025-06-30	$73,790,107	169,855	-4.7%	Shares	Sole	2025-08-14
2025-03-31	$92,592,350	178,189	+18.3%	Shares	Sole	2025-05-15
2024-12-31	$67,240,613	150,686	-16.4%	Shares	Sole	2025-02-14
2024-09-30	$77,158,570	180,176	-16.3%	Shares	Sole	2024-11-14
2024-06-30	$74,539,401	215,326	-21.7%	Shares	Sole	2024-08-14
2024-03-31	$109,741,500	275,000	-10.7%	Shares	Sole	2024-05-15
2023-12-31	$106,758,960	308,000	-14.6%	Shares	Sole	2024-02-14
2023-09-30	$95,866,333	360,861	+0.8%	Shares	Sole	2023-11-14
2023-06-30	$105,576,370	357,886	-0.6%	Shares	Sole	2023-08-14
2023-03-31	$114,386,400	360,000	-4.8%	Shares	Sole	2023-05-15
2022-12-31	$85,522,500	378,000	+29.5%	Shares	Sole	2023-02-14
2022-09-30	$60,081,920	292,000	+9.0%	Shares	Sole	2022-11-14
2022-06-30	$52,525,320	268,000	0.0%	Shares	Sole	2022-08-15
2022-03-31	$64,547,800	268,000	+4.3%	Shares	Sole	2022-05-16
2021-12-31	$81,636,050	257,000	-11.1%	Shares	Sole	2022-02-14
2021-09-30	$68,417,860	289,000	-7.7%	Shares	Sole	2021-11-15
2021-06-30	$69,545,470	313,000	+5.4%	Shares	Sole	2021-08-16
2021-03-31	$67,006,170	297,000	-10.0%	Shares	Sole	2021-05-17
2020-12-31	$57,898,500	330,000	+23.6%	Shares	Sole	2021-02-16
2020-09-30	$48,140,245	266,986	+14.6%	Shares	Sole	2020-11-16
2020-06-30	$44,934,050	233,000	+8.4%	Shares	Sole	2020-08-14
2020-03-31	$31,162,100	215,000	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.