Broad Bay Capital Management, LP Portfolio Holdings by Sector

Broad Bay Capital Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Residential Construction \| Consumer Cyclical CVCO 1 stocks	$74,539 16.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials WSC 1 stocks	$65,512 14.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical PLNT 1 stocks	$64,481 14.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology APP EB LYFT 3 stocks	$41,072 8.99% of portfolio	3	-	2	-	0 Calls 0 Puts
Chemicals \| Basic Materials GPRE 1 stocks	$35,556 7.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical HZO BBWI 2 stocks	$33,397 7.31% of portfolio	2	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology WIX 1 stocks	$31,845 6.97% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services MAX 1 stocks	$31,386 6.87% of portfolio	1	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology WDC 1 stocks	$26,868 5.88% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials VSEC 1 stocks	$24,409 5.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Marine Shipping \| Industrials ZIM 1 stocks	$9,377 2.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TREX 1 stocks	$9,124 2.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical VSCO 1 stocks	$9,100 1.99% of portfolio	-	1	-	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Broad Bay Capital Management, LP, based on Form 13F filings with the SEC.

Stay updated on Broad Bay Capital Management, LP with notifications on news.