0001172661-23-003939.txt : 20231114 0001172661-23-003939.hdr.sgml : 20231114 20231114115521 ACCESSION NUMBER: 0001172661-23-003939 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 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: 231402947 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 09-30-2023 09-30-2023 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 11-14-2023 0 18 664591311 INFORMATION TABLE 2 infotable.xml ARHAUS INC COM CL A 04035M102 659110 70872 SH SOLE 70872 0 0 ATLANTA BRAVES HLDGS INC COM SER C 047726302 61590981 1723789 SH SOLE 1723789 0 0 ATLANTA BRAVES HLDGS INC COM SER A 047726104 5676871 145300 SH SOLE 145300 0 0 BOOT BARN HLDGS INC COM 099406100 25980800 320000 SH SOLE 320000 0 0 CAVCO INDS INC DEL COM 149568107 95866333 360861 SH SOLE 360861 0 0 EVENTBRITE INC COM CL A 29975E109 36728500 3725000 SH SOLE 3725000 0 0 FTAI AVIATION LTD SHS G3730V105 104517000 2940000 SH SOLE 2940000 0 0 FTAI INFRASTRUCTURE INC COMMON STOCK 35953C106 2951726 916685 SH SOLE 916685 0 0 GREEN PLAINS INC COM 393222104 60200000 2000000 SH SOLE 2000000 0 0 INGEVITY CORP COM 45688C107 23820807 500332 SH SOLE 500332 0 0 MARINEMAX INC COM 567908108 17230500 525000 SH SOLE 525000 0 0 MAXIMUS INC COM 577933104 18520640 248000 SH SOLE 248000 0 0 MEDIAALPHA INC CL A 58450V104 19154643 2318964 SH SOLE 2318964 0 0 PLANET FITNESS INC CL A 72703H101 52130800 1060000 SH SOLE 1060000 0 0 ROVER GROUP INC COM CL A 77936F103 28170000 4500000 SH SOLE 4500000 0 0 SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 22692000 600000 SH SOLE 600000 0 0 TREX CO INC COM 89531P105 24652000 400000 SH SOLE 400000 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 64048600 1540000 SH SOLE 1540000 0 0