0001172661-23-003061.txt : 20230814 0001172661-23-003061.hdr.sgml : 20230814 20230814103626 ACCESSION NUMBER: 0001172661-23-003061 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 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: 231167151 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 06-30-2023 06-30-2023 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 08-14-2023 0 17 742595584 INFORMATION TABLE 2 infotable.xml BOOT BARN HLDGS INC COM 099406100 38110500 450000 SH SOLE 450000 0 0 CAVCO INDS INC DEL COM 149568107 105576370 357886 SH SOLE 357886 0 0 EVENTBRITE INC COM CL A 29975E109 42975000 4500000 SH SOLE 4500000 0 0 FTAI AVIATION LTD SHS G3730V105 94980000 3000000 SH SOLE 3000000 0 0 FTAI INFRASTRUCTURE INC COMMON STOCK 35953C106 15867000 4300000 SH SOLE 4300000 0 0 GREEN PLAINS INC COM 393222104 36237212 1123983 SH SOLE 1123983 0 0 INGEVITY CORP COM 45688C107 45422960 781000 SH SOLE 781000 0 0 LIBERTY MEDIA CORP DEL COM A BRAVES GRP 531229706 5945676 145300 SH SOLE 145300 0 0 LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888 70040236 1767800 SH SOLE 1767800 0 0 MARINEMAX INC COM 567908108 25620000 750000 SH SOLE 750000 0 0 MAXIMUS INC COM 577933104 25353000 300000 SH SOLE 300000 0 0 MEDIAALPHA INC CL A 58450V104 27533061 2670520 SH SOLE 2670520 0 0 NEXTRACKER INC CLASS A COM 65290E101 1865099 46850 SH SOLE 46850 0 0 PLANET FITNESS INC CL A 72703H101 49703280 737000 SH SOLE 737000 0 0 ROVER GROUP INC COM CL A 77936F103 24550000 5000000 SH SOLE 5000000 0 0 TREX CO INC COM 89531P105 35467960 541000 SH SOLE 541000 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 97348230 2037000 SH SOLE 2037000 0 0