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Broad Bay Capital Management LP

Broad Bay Capital files Q2 2026 13F with 24 reported rows

August 14, 2026 filing Manager profile

Summary: Broad Bay Capital Management LP filed a public Form 13F-HR on August 14, 2026 for the quarter ended June 30, 2026. The SEC information table lists 24 reported rows, including one put/call-designated row, with the largest reported value-field entries for AAR Corp, Atlanta Braves Holdings, Rocket Companies, Snowflake, and Hub Group.

Why it matters: The filing gives due-diligence readers a consecutive-quarter public snapshot of Broad Bay's reported listed-security holdings, while remaining incomplete as a view of the adviser's total business, private holdings, performance, or investment outlook.

9AT filing context: Public SEC 13F context for period 2026-06-30 shows 24 information-table rows and one put/call-designated row; ADV identity context maps Broad Bay Capital Management LP to CIK 0001759115 / CRD 284341 / SEC file 801-108145 and about $1.9B in reported regulatory AUM/profile scale. Existing Q1 local coverage makes this a cadence-sensitive backup draft.

Summary

Broad Bay Capital Management LP filed a public Form 13F-HR on August 14, 2026 for the quarter ended June 30, 2026. The SEC submissions record identifies the filing as accession 0001172661-26-003592, and the primary Form 13F document names Broad Bay Capital Management, LP with CRD 000284341 and SEC adviser file 801-108145.

The associated SEC information table lists 24 reported rows, including one put/call-designated row. The largest reported value-field entries are AAR Corp, Atlanta Braves Holdings Inc., Rocket Companies Inc., Snowflake Inc., and Hub Group Inc. This draft treats those entries as reported SEC 13F fields, not as a complete portfolio, performance record, or investment recommendation.

Why it matters

For due-diligence readers, a new 13F can provide a delayed public snapshot of listed long securities and certain reportable instruments. For Broad Bay, the Q2 filing may be useful mainly as a consecutive-quarter refresh after prior Q1 coverage, helping readers monitor changes in reported row count, issuer mix, and any option-designated rows across filing periods.

The signal is bounded and cadence-sensitive. Broad Bay already has local Q1 2026 13F coverage, so an editor should confirm that another filing-only item adds enough incremental value before publication. Form 13F does not show the adviser’s full business, private-fund exposure, cash, short positions, non-reportable instruments, performance, investor demand, or operating quality.

Source notes

9AT filing context

Public SEC 13F context for the quarter ended June 30, 2026 shows 24 information-table rows. The parsed information table identifies one put/call-designated row, which should be read separately from ordinary common-stock rows rather than blended into a single exposure narrative.

Public adviser/profile context reviewed by 9AT maps Broad Bay Capital Management LP to CIK 0001759115, CRD 284341, SEC file 801-108145, and about $1.9 billion in reported regulatory AUM/profile scale. That adviser context is identity and scale background only; it does not validate the 13F holdings, imply investor demand, or support any investment recommendation.

What to watch

Watch future 13F filings for amendments, changes in row count, changes in the largest reported entries, and whether put/call-designated rows remain part of the reported table. Also watch public adviser filings for changes to the firm’s registration/profile context that may affect entity identity, profile scale, or reporting interpretation.

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