SEC Form 13F

Broad Bay Capital Management, LP 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$1,070,346,230
Positions24

Largest disclosed positions

IssuerTickerClassReported valueReported amount
AAR CORPAIRCOM$107,151,048749,675
ATLANTA BRAVES HLDGS INCBATRKCOM SER C$106,199,8042,046,239
ROCKET COS INCRKTCOM CL A$75,436,7044,789,632
SNOWFLAKE INCSNOWCOM SHS$74,161,300291,400
HUB GROUP INCHUBGCL A$68,960,6671,574,804
LIONSGATE STUDIOS CORPLIONCOM$62,702,2274,095,508
REDDIT INCRDDTCL A$56,014,266322,700
V F CORPVFCCOM$53,439,3843,203,800
EXPEDITORS INTL WASH INCEXPDCOM$53,433,156327,851
CLOUDFLARE INCNETCL A COM$49,761,180202,875

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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