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Disclosery

Broad Bay Capital Management, LP: LION position timeline

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

Broad Bay Capital Management, LP held 4,095,508 LION 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 4,095,508 shares
    Change vs previous 13F -1,059,200 shares

    5.94% of the 13F portfolio, value $62,702,227.

    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 5,154,708 shares
    Change vs previous 13F -13,300 shares

    5.08% of the 13F portfolio, value $49,433,650.

    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 5,168,008 shares
    Change vs previous 13F +1,441,700 shares

    5.39% of the 13F portfolio, value $47,183,913.

    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 3,726,308 shares
    Change vs previous 13F not available

    3.21% of the 13F portfolio, value $25,711,525.

    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).