Broad Bay Capital Management, LP

Hedge Fund • Long/Short

Broad Bay Capital Management, LP is a Long/Short Hedge Fund based in New York, NY led by Richard Scott Greeder, reporting $1.5B in AUM as of Q3 2025 with 65% concentrated in top 10 holdings.

FounderRichard Scott Greeder

Portfolio Value: $808.0M
Positions: 24
Top Holding: BATRK at 10.13%
Last Reported: Q3 2025

Address1330 Avenue Of The Americas, 21st Floor, New York, NY, 10019, United States

Top Holdings

Largest long holdings in Broad Bay Capital Management, LP's portfolio (65.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Atlanta Braves Holdings, Inc. BATRK	Entertainment Communication Services	$81.9M	10.13%	+$10.6M Bought	3.14% 2.0M shares	Q3 2023 Held for 2y 2m
2 Rocket Companies RKT	Financial - Mortgages Financial Services	$68.7M	8.51%	-$1.8M Sold	0.17% 3.5M shares	Q2 2025 Held for 5 months
3 Cavco Industries CVCO	Residential Construction Consumer Cyclical	$60.0M	7.42%	-$38.6M Sold	1.30% 103.3K shares	Q4 2018 Held for 6y 11m
4 Roblox RBLX	Electronic Gaming & Multimedia Technology	$56.8M	7.04%	+$4.5M Bought	0.06% 410.4K shares	Q2 2025 Held for 5 months
5 AAR Corp AIR	Aerospace & Defense Industrials	$52.1M	6.45%	+$52.1M Bought	1.61% 581.6K shares	Q3 2025 Held for 2 months
6 Reddit RDDT	Internet Content & Information Communication Services	$48.3M	5.97%	+$3.3M Bought	0.11% 209.8K shares	Q3 2024 Held for 1y 2m
7 Applovin Corporation APP	Software - Application Technology	$44.8M	5.54%	+$44.8M Bought	0.02% 62.3K shares	Q3 2025 Held for 2 months
8 Alignment Healthcare ALHC	Medical - Healthcare Plans Healthcare	$41.4M	5.13%	+$41.4M Bought	1.20% 2.4M shares	Q4 2024 Held for 11 months
9 ACM Research ACMR	Semiconductors Technology	$39.6M	4.90%	+$1.3M Bought	1.58% 1.0M shares	Q1 2025 Held for 8 months
10 Globalstar GSAT	Telecommunications Services Communication Services	$35.1M	4.35%	+$6.7M Bought	0.76% 965.7K shares	Q2 2025 Held for 5 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Broad Bay Capital Management, LP's latest filing

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Market Value

$808.0M

Prior: $753.5M

Q/Q Change

+7.23%

+$54.5M

Net Flows % of MV

-26.26%

Turnover Ratio

35.01%

New Purchases

4 stocks

$81.2M

Added To

5 stocks

+$26.4M

Sold Out Of

5 stocks

$145.4M

Reduced Holdings

12 stocks

-$174.4M

Increased Positions

Position	Shares Δ	Change
1 Powell Industries POWL	New	0 → 70.0K +$21.3M
2 Watsco WSO	New	0 → 50.9K +$20.6M
3 e.l.f. Beauty ELF	New	0 → 151.6K +$20.1M
4 Great Atlantic & Pacific Tea Company GAP	New	0 → 895.1K +$19.1M
5 Globalstar GSAT	+23.57%	781.5K → 965.7K +$6.7M

Decreased Positions

Position	Shares Δ	Change
1 Wix.com WIX	Sold	379.1K → 0 −$60.1M
2 Frontdoor, Inc. FTDR	Sold	795.5K → 0 −$46.9M
3 Hasbro HAS	Sold	267.7K → 0 −$19.8M
4 Chime Financial, Inc. Class A Common Stock CHYM	Sold	280.3K → 0 −$9.7M
5 Tecnoglass TGLS	Sold	116.7K → 0 −$9.0M