Broad Bay Capital Management, LP Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$728.0B
Holdings
20
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FTAIFTAI AVIATION LTD | 772,159 | $102.6B | 14.10% | |
| 2 | CVCOCAVCO INDS INC DEL | 180,176 | $77.2B | 10.60% | |
| 3 | BATRAATLANTA BRAVES HLDGS INC | 1,574,587 | $62.7B | 8.61% | |
| 4 | WSCWILLSCOT HLDGS CORP | 1,595,485 | $60.0B | 8.24% | |
| 5 | PLNTPLANET FITNESS INC | 685,681 | $55.7B | 7.65% | |
| 6 | MAXMEDIAALPHA INC | 2,467,466 | $44.7B | 6.14% | |
| 7 | RDDTREDDIT INC | 487,700 | $32.1B | 4.42% | |
| 8 | G3VGREEN PLAINS INC | 2,339,671 | $31.7B | 4.35% | |
| 9 | WIXWIX COM LTD | 180,826 | $30.2B | 4.15% | |
| 10 | TGLSTECNOGLASS INC | 420,933 | $28.9B | 3.97% | |
| 11 | BIRKBIRKENSTOCK HOLDING PLC | 581,812 | $28.7B | 3.94% | |
| 12 | HZOMARINEMAX INC | 779,366 | $27.5B | 3.78% | |
| 13 | WDCWESTERN DIGITAL CORP. | 353,700 | $24.2B | 3.32% | |
| 14 | SGSWEETGREEN INC | 675,503 | $23.9B | 3.29% | |
| 15 | FSLRFIRST SOLAR INC | 93,608 | $23.3B | 3.21% | |
| 16 | VSECVSE CORP | 254,034 | $21.0B | 2.89% | |
| 17 | APPAPPLOVIN CORP | 133,650 | $17.4B | 2.40% | |
| 18 | VSCOVICTORIAS SECRET AND CO | 654,434 | $16.8B | 2.31% | |
| 19 | FIVEFIVE BELOW INC | 155,734 | $13.8B | 1.89% | |
| 20 | EBEVENTBRITE INC | 2,037,152 | $5.6B | 0.76% |