Long-term investor
Broad Bay Capital Management, LP @broadbaycapitalmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001759115).
Record
- Tracked since 2025-06-30 (472 days), 128 trades recorded
- Returns: week n/a · month n/a · 90 days -8.5% · 6 months +2.5% · 1 year -5.1% · all -5.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AIR · 10.0% · long · since 2025-09-30
- BATRA · 9.9% · long · since 2025-06-30
- RKT · 7.0% · long · since 2025-06-30
- 833445109 · 6.9% · long · since 2026-06-30
- HUBG · 6.4% · long · since 2025-12-31
- LION · 5.9% · long · since 2025-09-30
- RDDT · 5.2% · long · since 2025-06-30
- VFC · 5.0% · long · since 2026-03-31
- 302130109 · 5.0% · long · since 2026-03-31
- 18915M107 · 4.6% · long · since 2026-03-31
- PI · 4.4% · long · since 2026-06-30
- ALHC · 4.2% · long · since 2025-09-30