Broad Bay Capital Management, LP - Q12026 Holdings

Broad Bay Capital Management, LP holds 26 stocks with a total portfolio value of $ 1.18B as of Q12026. In Q12026, Broad Bay Capital Management, LP added 11 new positions, increased stakes in 8 stocks, reduced 5 holdings, and fully exited 14 positions. The largest holding is Ishares Tr (IWM), representing 10.54% of the total portfolio.