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Broad Bay Capital Management’s HUB Group HUBG Stock Holding History

Broad Bay Capital Management’s Portfolio HUBG Stock Details HUBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$69M Hold
1,574,804
– – 6.44% 5
2026
Q1 		$56.8M Buy
1,574,804
+860,804
+121% +$36.4M 4.83% 7
2025
Q4 		$30.4M Buy
+714,000
New +$27.1M 3.18% 13

Other funds holding HUBG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Broad Bay Capital Management's HUBG Position: Q2 2026 in Review

Broad Bay Capital Management held its HUB Group (HUBG) position steady in Q2 2026 at 1,574,804 shares worth $69M. The position accounts for 6.44% of the portfolio, ranked #5.

Broad Bay Capital Management first reported a position in HUBG in Q4 2025 and has held it in 3 quarters since. 286 funds tracked by Wall St. Rank hold HUBG as of Q2 2026.

  • Broad Bay Capital Management held 1,574,804 shares of HUB Group worth $69M as of Q2 2026.
  • Broad Bay Capital Management left its HUB Group share count unchanged in Q2 2026.
  • HUB Group made up 6.44% of Broad Bay Capital Management's portfolio in Q2 2026, its #5 holding.
  • Broad Bay Capital Management first reported a position in HUB Group in Q4 2025 and has held it in 3 quarters since.
  • 286 funds tracked by Wall St. Rank held HUB Group as of Q2 2026.

Based on Broad Bay Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.