Skip to content
Disclosery

Broad Bay Capital Management, LP: ALHC position timeline

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

Broad Bay Capital Management, LP held 1,893,294 ALHC 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 1,893,294 shares
    Change vs previous 13F -1,026,171 shares

    4.27% of the 13F portfolio, value $45,079,330.

    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 2,919,465 shares
    Change vs previous 13F +408,705 shares

    5.29% of the 13F portfolio, value $51,440,973.

    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 2,510,760 shares
    Change vs previous 13F +135,915 shares

    5.66% of the 13F portfolio, value $49,587,510.

    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 2,374,845 shares
    Change vs previous 13F +2,374,845 shares

    5.17% of the 13F portfolio, value $41,441,045.

    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).

  5. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -1,082,780 shares

    13F-HR 0001172661-25-003265 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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 1,082,780 shares
    Change vs previous 13F -588,660 shares

    3.03% of the 13F portfolio, value $20,161,364.

    13F-HR 0001172661-25-001954 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).

  7. period ended2024-12-31
    13F 1,671,440 shares
    Change vs previous 13F not available

    3.04% of the 13F portfolio, value $18,803,700.

    13F-HR 0001172661-25-000860 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).