0001172661-23-002145.txt : 20230515 0001172661-23-002145.hdr.sgml : 20230515 20230515093444 ACCESSION NUMBER: 0001172661-23-002145 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 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: 23919080 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 03-31-2023 03-31-2023 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 04-20-2023 0 18 729901850 INFORMATION TABLE 2 infotable.xml BOOT BARN HLDGS INC COM 099406100 22992000 300000 SH SOLE 300000 0 0 CAVCO INDS INC DEL COM 149568107 114386400 360000 SH SOLE 360000 0 0 ELASTIC N V ORD SHS N14506104 19107000 330000 SH SOLE 330000 0 0 EVENTBRITE INC COM CL A 29975E109 39422809 4594733 SH SOLE 4594733 0 0 FTAI AVIATION LTD SHS G3730V105 97860000 3500000 SH SOLE 3500000 0 0 FTAI INFRASTRUCTURE INC COMMON STOCK 35953C106 12900000 4300000 SH SOLE 4300000 0 0 GREEN PLAINS INC COM 393222104 22990117 741856 SH SOLE 741856 0 0 INGEVITY CORP COM 45688C107 50064000 700000 SH SOLE 700000 0 0 LESLIES INC COM 527064109 3082800 280000 SH SOLE 280000 0 0 LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888 61315800 1820000 SH SOLE 1820000 0 0 LIBERTY MEDIA CORP DEL COM A BRAVES GRP 531229706 5024474 145300 SH SOLE 145300 0 0 MARINEMAX INC COM 567908108 19371750 673800 SH SOLE 673800 0 0 MEDIAALPHA INC CL A 58450V104 36701000 2450000 SH SOLE 2450000 0 0 PLANET FITNESS INC CL A 72703H101 39689370 511000 SH SOLE 511000 0 0 ROVER GROUP INC COM CL A 77936F103 28199250 6225000 SH SOLE 6225000 0 0 TJX COS INC NEW COM 872540109 29933520 382000 SH SOLE 382000 0 0 TREX CO INC COM 89531P105 24335000 500000 SH SOLE 500000 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 102526560 2187000 SH SOLE 2187000 0 0