StockDriftsStockDriftsTop 24 Broad Bay Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BATRK | ATLANTA BRAVES HLDGS INC | 12.01% | 2.73M | $116.7M | +24.12%(+531.38K) | $34.93(+44.27%) | 2026-03-31 | |
| AIR | AAR CORP | 9.21% | 818.3K | $89.6M | +23.16%(+153.86K) | $82.43(+26.84%) | 2026-03-31 | |
| NET | CLOUDFLARE INC | 6.46% | 304.4K | $62.8M | new | $201.74(-2.07%) | 2026-03-31 | |
| RKT | ROCKET COS INC | 6.33% | 4.32M | $61.5M | +4.12%(+170.86K) | $14.53(-8.14%) | 2026-03-31 | |
| HUBG | HUB GROUP INC | 5.84% | 1.57M | $56.8M | +120.56%(+860.80K) | $38.96(-4.14%) | 2026-03-31 | |
| EXPD | EXPEDITORS INTL WASH INC | 5.75% | 390.5K | $55.9M | new | $146.12(+6.39%) | 2026-03-31 | |
| ALHC | ALIGNMENT HEALTHCARE INC | 5.29% | 2.92M | $51.4M | +16.28%(+408.70K) | $14.72(+6.87%) | 2026-03-31 | |
| LION | LIONSGATE STUDIOS CORP | 5.08% | 5.15M | $49.4M | -0.26%(-13.30K) | $6.82(+85.39%) | 2026-03-31 | |
| CVCO | CAVCO INDS INC DEL | 5% | 100.3K | $48.6M | -11.47%(-12.99K) | $269.45(+69.14%) | 2026-03-31 | |
| GSAT | GLOBALSTAR INC | 4.79% | 701.5K | $46.6M | +25.95%(+144.54K) | $32.07(+155.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.82% | +67.77% |
| Top 20 Holdings Unweighted | +20.20% | +73.68% |
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