0001172661-24-001044.txt : 20240214 0001172661-24-001044.hdr.sgml : 20240214 20240214103142 ACCESSION NUMBER: 0001172661-24-001044 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Broad Bay Capital Management, LP CENTRAL INDEX KEY: 0001759115 ORGANIZATION NAME: 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: 24633782 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 12-31-2023 12-31-2023 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 02-14-2024 0 18 854971717 INFORMATION TABLE 2 infotable.xml AIR TRANSPORT SERVICES GRP I COM 00922R105 8830904 501471 SH SOLE 501471 0 0 ATLANTA BRAVES HLDGS INC COM SER C 047726302 80101569 2023789 SH SOLE 2023789 0 0 ATLANTA BRAVES HLDGS INC COM SER A 047726104 6215934 145300 SH SOLE 145300 0 0 BOOT BARN HLDGS INC COM 099406100 30704000 400000 SH SOLE 400000 0 0 CAVCO INDS INC DEL COM 149568107 106758960 308000 SH SOLE 308000 0 0 DOLLAR GEN CORP NEW COM 256677105 15226400 112000 SH SOLE 112000 0 0 ENPHASE ENERGY INC COM 29355A107 59463000 450000 SH Put SOLE 450000 0 0 EVENTBRITE INC COM CL A 29975E109 31141000 3725000 SH SOLE 3725000 0 0 FTAI AVIATION LTD SHS G3730V105 136416000 2940000 SH SOLE 2940000 0 0 GREEN PLAINS INC COM 393222104 59317440 2352000 SH SOLE 2352000 0 0 MARINEMAX INC COM 567908108 27386923 704034 SH SOLE 704034 0 0 MEDIAALPHA INC CL A 58450V104 25856449 2318964 SH SOLE 2318964 0 0 PLANET FITNESS INC CL A 72703H101 89279000 1223000 SH SOLE 1223000 0 0 ROVER GROUP INC COM CL A 77936F103 42432000 3900000 SH SOLE 3900000 0 0 SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 22542000 600000 SH SOLE 600000 0 0 TREX CO INC COM 89531P105 34357850 415000 SH SOLE 415000 0 0 ULTA BEAUTY INC COM 90384S303 10412288 21250 SH SOLE 21250 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 68530000 1540000 SH SOLE 1540000 0 0