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Lindsey Huddle

Broad Bay Capital Management, Lp

Assets Managed
$1.176B
Holdings
26
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
23.02%(2Q avg: 20.63%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Broad Bay Capital Management, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 26 positions.

Assets under management

The assets under management (AUM) of Broad Bay Capital Management, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.176B in assets, with a quarterly growth rate of 23.02% and a 2-quarter average growth rate of 20.63%. The portfolio is managed by Lindsey Huddle, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IWM
Ishares Russell 2000 Etf
Recent Activity
New Position
10.55%
$124M↓ Put
500,000 shares@ $248.0 avg price
BATRK
Atlanta Braves Holdings In-c
Recent Activity
Increased 24.13%
9.93%
$116.747M
2.734M shares@ $42.7 avg price
AIR
Aar Corp
Recent Activity
Increased 23.16%
7.62%
$89.574M
818,325 shares@ $109.46 avg price
HYG
Ishares Iboxx High Yld Corp
Recent Activity
6.77%
$79.56M↓ Put
1M shares@ $79.56 avg price
NET
Cloudflare Inc - Class A
Recent Activity
New Position
5.35%
$62.81M
304,400 shares@ $206.34 avg price
RKT
Rocket Cos Inc-class A
Recent Activity
Increased 4.12%
5.24%
$61.53M
4.318M shares@ $14.26 avg price
HUBG
Hub Group Inc-cl A
Recent Activity
Increased 120.57%
4.83%
$56.756M
1.575M shares@ $36.04 avg price
EXPD
Expeditors Intl Wash Inc
Recent Activity
New Position
4.76%
$55.924M
390,451 shares@ $143.24 avg price
ALHC
Alignment Healthcare Inc
Recent Activity
Increased 16.28%
4.38%
$51.441M
2.919M shares@ $17.62 avg price
LION
Lionsgate Studios Corp
Recent Activity
Decreased -0.25%
4.21%
$49.434M
5.155M shares@ $9.6 avg price

1-10 of 26