Broad Bay Capital Management, LP
CIK
1759115
City
New York
State / Country
NY
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% |
Portfolio Trend
Holdings in EXPD
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,924,296 | 390,451 | Shares | Sole | 2026-05-15 | |
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