Broad Bay Capital Management, LP Q1 2023 Filing

Filed May 15, 2023

Portfolio Value

$729.9M

Holdings

18

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (18 positions)

#StockSharesValue% PortfolioType
1
FTAIFTAI AVIATION LTD
3,500,000$00.00%
2
BATRKUSDLIBERTY MEDIA CORP DEL
1,820,000$00.00%
3
LESLIES INC
280,000$00.00%
4
BOOTBOOT BARN HLDGS INC
300,000$00.00%
5
NGVTINGEVITY CORP
700,000$00.00%
6
PLNTPLANET FITNESS INC
511,000$00.00%
7
HZOMARINEMAX INC
673,800$00.00%
8
BATRAUSDLIBERTY MEDIA CORP DEL
145,300$00.00%
9
ROVER GROUP INC
6,225,000$00.00%
10
WSCWILLSCOT MOBIL MINI HLDNG CO
2,187,000$00.00%
11
ESTCELASTIC N V
330,000$00.00%
12
EBEVENTBRITE INC
4,594,733$00.00%
13
G3VGREEN PLAINS INC
741,856$00.00%
14
MAXMEDIAALPHA INC
2,450,000$00.00%
15
TREXTREX CO INC
500,000$00.00%
16
FIPFTAI INFRASTRUCTURE INC
4,300,000$00.00%
17
TJXTJX COS INC NEW
382,000$00.00%
18
CVCOCAVCO INDS INC DEL
360,000$00.00%