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Broad Bay Capital Management, LP: SGI position timeline

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

Broad Bay Capital Management, LP held 226,605 SGI 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 226,605 shares
    Change vs previous 13F -62,323 shares

    1.68% of the 13F portfolio, value $17,765,832.

    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 288,928 shares
    Change vs previous 13F -96,500 shares

    2.2% of the 13F portfolio, value $21,357,558.

    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 385,428 shares
    Change vs previous 13F +6,000 shares

    3.93% of the 13F portfolio, value $34,411,012.

    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 379,428 shares
    Change vs previous 13F -243,385 shares

    3.99% of the 13F portfolio, value $31,997,163.

    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 622,813 shares
    Change vs previous 13F not available

    5.96% of the 13F portfolio, value $42,382,425.

    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).