0001172661-20-001706.txt : 20200814 0001172661-20-001706.hdr.sgml : 20200814 20200814104519 ACCESSION NUMBER: 0001172661-20-001706 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200814 DATE AS OF CHANGE: 20200814 EFFECTIVENESS DATE: 20200814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Broad Bay Capital Management, LP CENTRAL INDEX KEY: 0001759115 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: 201102463 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 13F-HR LIVE false true false 0001759115 XXXXXXXX 06-30-2020 06-30-2020 false Broad Bay Capital Management, LP

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

13F HOLDINGS REPORT 028-19232 N David Gregory Scarffe 1-212-503-5802 /s/ David Gregory Scarffe New York NY 08-14-2020 0 16 559603 INFORMATION TABLE 2 infotable.xml ADVANCE AUTO PARTS INC COM 00751Y106 14245 100000 SH SOLE 100000 0 0 AMERICAN EAGLE OUTFITTERS IN COM 02553E106 9679 888000 SH SOLE 888000 0 0 AVALARA INC COM 05338G106 40459 304000 SH SOLE 304000 0 0 CAVCO INDS INC DEL COM 149568107 44934 233000 SH SOLE 233000 0 0 COLUMBIA SPORTSWEAR CO COM 198516106 13860 172000 SH SOLE 172000 0 0 EAGLE MATERIALS INC COM 26969P108 21698 309000 SH SOLE 309000 0 0 FAIR ISAAC CORP COM 303250104 72112 172500 SH SOLE 172500 0 0 FLOOR & DECOR HLDGS INC CL A 339750101 47734 828000 SH SOLE 828000 0 0 FRONTDOOR INC COM 35905A109 18042 407000 SH SOLE 407000 0 0 INGEVITY CORP COM 45688C107 46262 880000 SH SOLE 880000 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 25722 61000 SH SOLE 61000 0 0 PLANET FITNESS INC CL A 72703H101 39249 648000 SH SOLE 648000 0 0 TEXTRON INC COM 883203101 3291 100000 SH SOLE 100000 0 0 TJX COS INC NEW COM 872540109 46141 912600 SH SOLE 912600 0 0 TREX CO INC COM 89531P105 75311 579000 SH SOLE 579000 0 0 WILLSCOT CORP COM 971375126 40864 3325000 SH SOLE 3325000 0 0