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Disclosery

Broad Bay Capital Management, LP: MAX position timeline

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

Broad Bay Capital Management, LP held 0 MAX 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 -1,468,695 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 1,468,695 shares
    Change vs previous 13F -1,029,812 shares

    2.08% of the 13F portfolio, value $16,713,749.

    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 2,498,507 shares
    Change vs previous 13F -249,271 shares

    3.85% of the 13F portfolio, value $27,358,652.

    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 2,747,778 shares
    Change vs previous 13F +529,093 shares

    3.82% of the 13F portfolio, value $25,389,469.

    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 2,218,685 shares
    Change vs previous 13F -248,781 shares

    4.05% of the 13F portfolio, value $25,048,954.

    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 2,467,466 shares
    Change vs previous 13F not available

    6.14% of the 13F portfolio, value $44,685,809.

    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).