13F Portfolios

Broad Bay Capital Management, LP: ATLANTA BRAVES HOLDINGS INC (BATRK): Quarterly 13F Position History

As of Q1 2026, Broad Bay Capital Management, LP reported 2,734,120 shares of ATLANTA BRAVES HOLDINGS INC (BATRK), worth $116.7M and representing 12.0% of its 13F equity book. Quarter-over-quarter share count change: + 531,375 (+24.1%) . The position first appeared in Q3 2023 and has been disclosed across 11 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 11 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 2,734,120 +531,375 +24.1% $116.7M 12.0% $42.7
Q4 2025 2,202,745 +233,771 +11.9% $86.9M 9.9% $39.5
Q3 2025 1,968,974 +255,584 +14.9% $81.9M 10.2% $41.6
Q2 2025 1,713,390 19,492 -1.1% $80.1M 11.3% $46.8
Q1 2025 1,732,882 +338,655 +24.3% $69.3M 10.4% $40.0
Q4 2024 1,394,227 180,360 -11.5% $53.3M 8.6% $38.3
Q3 2024 1,574,587 81,113 -4.9% $62.7M 8.6% $39.8
Q2 2024 1,655,700 283,200 -14.6% $65.3M 8.9% $39.4
Q1 2024 1,938,900 84,889 -4.2% $75.7M 9.8% $39.1
Q4 2023 2,023,789 +300,000 +17.4% $80.1M 10.1% $39.6
Q3 2023 1,723,789 $61.6M 9.3% $35.7

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did Broad Bay Capital Management, LP first disclose a BATRK position in 13F-HR filings?

Broad Bay Capital Management, LP first reported ATLANTA BRAVES HOLDINGS INC (BATRK) on its 13F-HR filing for the period ending 2023-09-30 (Q3 2023). The position has appeared on 11 reported quarters within Pactolio's tracked window.

What was Broad Bay Capital Management, LP's most recent quarter-over-quarter share-count change in BATRK?

Between Q4 2025 and Q1 2026, Broad Bay Capital Management, LP added 531,375 shares of BATRK (+24.1%), bringing the total reported position to 2,734,120 shares at a market value of $116.7M.

Does the implied price-per-share represent Broad Bay Capital Management, LP's cost basis in BATRK?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.