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Disclosery

Broad Bay Capital Management, LP: HZO position timeline

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

Broad Bay Capital Management, LP held 0 HZO shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -134,934 shares

    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).

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

  2. period ended2025-09-30
    13F 134,934 shares
    Change vs previous 13F -704,153 shares

    0.43% of the 13F portfolio, value $3,417,878.

    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).

  3. period ended2025-06-30
    13F 839,087 shares
    Change vs previous 13F -4,669 shares

    2.97% of the 13F portfolio, value $21,094,647.

    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).

  4. period ended2025-03-31
    13F 843,756 shares
    Change vs previous 13F +155,750 shares

    2.73% of the 13F portfolio, value $18,140,754.

    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).

  5. period ended2024-12-31
    13F 688,006 shares
    Change vs previous 13F -91,360 shares

    3.22% of the 13F portfolio, value $19,917,774.

    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).

  6. period ended2024-09-30
    13F 779,366 shares
    Change vs previous 13F not available

    3.78% of the 13F portfolio, value $27,488,239.

    13F-HR 0001172661-24-004725 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).