Broad Bay Capital Management Lp

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Green Plains Inc.
GPRE
$54.38M3.642.35M0%+$07.05
Cavco Industries, Inc.
CVCO
$109.74M3.32275,000-10.71%-$13.17M14.23
MarineMax, Inc.
HZO
$23.36M3.15702,334-0.24%-$56,542.003.03
The Liberty Braves Group
BATRK
$75.73M3.131.94M-4.2%-$3.32M9.82
MediaAlpha, Inc.
MAX
$41.96M3.132.06M-11.17%-$5.28M5.44
Eventbrite, Inc.
EB
$13.7M2.572.5M-32.89%-$6.71M1.78
FTAI Aviation Ltd.
FTAI
$161.52M2.392.4M-18.37%-$36.34M20.94
Victoria's Secret & Co.
VSCO
$29.07M1.921.5MNew+$29.07M3.77
VSE Corporation
VSEC
$16.8M1.15210,000New+$16.8M2.18
Planet Fitness, Inc.
PLNT
$57.87M1.05924,000-24.45%-$18.73M7.5
WillScot Mobile Mini Holdings Corp.
WSC
$84.91M0.961.83M+18.57%+$13.3M11.01
Wix.com Ltd.
WIX
$28.87M0.38210,000New+$28.87M3.74
The Liberty Braves Group
BATRA
$6.09M0.24145,3000%+$00.79
Trex Company, Inc.
TREX
$13.17M0.12132,000-68.19%-$28.23M1.71
Western Digital Corporation
WDC
$25.39M0.11372,000New+$25.39M3.29
AAR Corp.
AIR
$1.87M0.0931,218New+$1.87M0.24
Dollar General Corporation
DG
$26.84M0.08172,000+53.57%+$9.36M3.48