Broad Bay Capital Management, LP Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$200.3M
Holdings
11
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FICOFAIR ISAAC CORP | 130,000 | $35.3M | 17.63% | |
| 2 | EXPEAGLE MATERIALS INC | 336,500 | $28.4M | 14.16% | |
| 3 | WBC1EURWABCO HLDGS INC | 197,000 | $26.0M | 12.96% | |
| 4 | PGTIUSDPGT INNOVATIONS INC | 1,386,400 | $19.2M | 9.58% | |
| 5 | TREXTREX CO INC | 268,000 | $16.5M | 8.23% | |
| 6 | AWNADVANCE AUTO PARTS INC | 87,700 | $15.0M | 7.46% | |
| 7 | BVBRIGHTVIEW HLDGS INC | 1,000,000 | $14.4M | 7.19% | |
| 8 | CVCOCAVCO INDS INC DEL | 106,100 | $12.5M | 6.22% | |
| 9 | FNDFLOOR & DECOR HLDGS INC | 291,500 | $12.0M | 6.00% | |
| 10 | COLMCOLUMBIA SPORTSWEAR CO | 112,500 | $11.7M | 5.85% | |
| 11 | ORLYO REILLY AUTOMOTIVE INC NEW | 24,300 | $9.4M | 4.71% |