Broad Bay Capital Management, LP - Q42025 Holdings

Broad Bay Capital Management, LP holds 29 stocks with a total portfolio value of $ 956M as of Q42025. In Q42025, Broad Bay Capital Management, LP added 11 new positions, increased stakes in 9 stocks, reduced 7 holdings, and fully exited 6 positions. The largest holding is Atlanta Braves Hldgs Inc (BATRK), representing 9.09% of the total portfolio.