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Disclosery

Broad Bay Capital Management, LP: AIR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Broad Bay Capital Management, LP on AIR, newest first. How the timeline and the estimate are built.

Broad Bay Capital Management, LP held 749,675 AIR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 749,675 shares
    Change vs previous 13F -68,650 shares

    10.15% of the 13F portfolio, value $107,151,048.

    13F-HR 0001172661-26-003592 filed by Broad Bay Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 818,325 shares
    Change vs previous 13F +153,860 shares

    9.21% of the 13F portfolio, value $89,573,854.

    13F-HR 0001172661-26-002052 filed by Broad Bay Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 664,465 shares
    Change vs previous 13F +82,900 shares

    6.28% of the 13F portfolio, value $55,011,057.

    13F-HR 0001172661-26-000919 filed by Broad Bay Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 581,565 shares
    Change vs previous 13F not available

    6.5% of the 13F portfolio, value $52,148,934.

    13F-HR 0001172661-25-004904 filed by Broad Bay Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).