Broad Bay Capital Management, LP Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$763.0B

Holdings

20

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (20 positions)

#StockSharesValue% PortfolioType
1
FTAIFTAI AVIATION LTD
2,115,600$217K0.00%Call
2
CVCOCAVCO INDS INC DEL
215,326$74K0.00%
3
WSCWILLSCOT MOBIL MINI HLDNG CO
1,740,500$65K0.00%
4
BATRAATLANTA BRAVES HLDGS INC
1,655,700$65K0.00%
5
PLNTPLANET FITNESS INC
876,229$64K0.00%
6
G3VGREEN PLAINS INC
2,241,900$35K0.00%
7
MAXMEDIAALPHA INC
2,383,209$31K0.00%
8
WIXWIX COM LTD
200,200$31K0.00%
9
WDCWESTERN DIGITAL CORP.
354,600$26K0.00%
10
VSECVSE CORP
276,500$24K0.00%
11
HZOMARINEMAX INC
762,600$24K0.00%
12
BIRKBIRKENSTOCK HOLDING PLC
311,678$16K0.00%
13
APPAPPLOVIN CORP
190,700$15K0.00%
14
EBEVENTBRITE INC
2,796,743$13K0.00%
15
LYFTLYFT INC
827,400$11K0.00%
16
TREXTREX CO INC
123,100$9K0.00%
17
ZIMZIM INTEGRATED SHIPPING SERV
423,000$9K0.00%
18
VSCOVICTORIAS SECRET AND CO
515,000$9K0.00%
19
BBWIBATH & BODY WORKS INC
223,100$8K0.00%
20
BATRAATLANTA BRAVES HLDGS INC
138,500$5K0.00%