Broad Bay Capital Management as of March 31, 2019
Portfolio Holdings for Broad Bay Capital Management
Broad Bay Capital Management holds 11 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fair Isaac Corporation (FICO) | 17.6 | $35M | 130k | 271.63 | |
| Eagle Materials (EXP) | 14.2 | $28M | 337k | 84.30 | |
| WABCO Holdings | 13.0 | $26M | 197k | 131.83 | |
| PGT | 9.6 | $19M | 1.4M | 13.85 | |
| Trex Company (TREX) | 8.2 | $17M | 268k | 61.52 | |
| Advance Auto Parts (AAP) | 7.5 | $15M | 88k | 170.52 | |
| Brightview Holdings (BV) | 7.2 | $14M | 1.0M | 14.40 | |
| Cavco Industries (CVCO) | 6.2 | $13M | 106k | 117.53 | |
| Floor & Decor Hldgs Inc cl a (FND) | 6.0 | $12M | 292k | 41.22 | |
| Columbia Sportswear Company (COLM) | 5.8 | $12M | 113k | 104.18 | |
| O'reilly Automotive (ORLY) | 4.7 | $9.4M | 24k | 388.31 |
