0001172661-24-002361.txt : 20240515 0001172661-24-002361.hdr.sgml : 20240515 20240515094556 ACCESSION NUMBER: 0001172661-24-002361 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Broad Bay Capital Management, LP CENTRAL INDEX KEY: 0001759115 ORGANIZATION NAME: IRS NUMBER: 475625037 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19232 FILM NUMBER: 24947721 BUSINESS ADDRESS: STREET 1: 1330 AVENUE OF THE AMERICAS STREET 2: 21ST FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 BUSINESS PHONE: 2125035800 MAIL ADDRESS: STREET 1: 1330 AVENUE OF THE AMERICAS STREET 2: 21ST FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001759115 XXXXXXXX 03-31-2024 03-31-2024 false Broad Bay Capital Management, LP

1330 Avenue Of The Americas 21st Floor New York NY 10019

13F HOLDINGS REPORT 028-19232 000284341 801-108145 N David Gregory Scarffe 1-212-503-5802 /s/ David Gregory Scarffe New York NY 05-15-2024 0 18 783364615 INFORMATION TABLE 2 infotable.xml AAR CORP COM 000361105 1869022 31218 SH SOLE 31218 0 0 ATLANTA BRAVES HLDGS INC COM SER A 047726104 6088070 145300 SH SOLE 145300 0 0 ATLANTA BRAVES HLDGS INC COM SER C 047726302 75733434 1938900 SH SOLE 1938900 0 0 CAVCO INDS INC DEL COM 149568107 109741500 275000 SH SOLE 275000 0 0 DOLLAR GEN CORP NEW COM 256677105 26842320 172000 SH SOLE 172000 0 0 ENPHASE ENERGY INC COM 29355A107 12098000 100000 SH Put SOLE 100000 0 0 EVENTBRITE INC COM CL A 29975E109 13700000 2500000 SH SOLE 2500000 0 0 FTAI AVIATION LTD SHS G3730V105 161520000 2400000 SH SOLE 2400000 0 0 GREEN PLAINS INC COM 393222104 54378240 2352000 SH SOLE 2352000 0 0 MARINEMAX INC COM 567908108 23359629 702334 SH SOLE 702334 0 0 MEDIAALPHA INC CL A 58450V104 41962200 2060000 SH SOLE 2060000 0 0 PLANET FITNESS INC CL A 72703H101 57870120 924000 SH SOLE 924000 0 0 TREX CO INC COM 89531P105 13167000 132000 SH SOLE 132000 0 0 VICTORIAS SECRET AND CO COMMON STOCK 926400102 29070000 1500000 SH SOLE 1500000 0 0 VSE CORP COM 918284100 16800000 210000 SH SOLE 210000 0 0 WESTERN DIGITAL CORP. COM 958102105 25385280 372000 SH SOLE 372000 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 84909000 1826000 SH SOLE 1826000 0 0 WIX COM LTD SHS M98068105 28870800 210000 SH SOLE 210000 0 0