BBCM
PLNT icon

Broad Bay Capital Management’s Planet Fitness PLNT Stock Holding History

Broad Bay Capital Management’s Portfolio PLNT Stock Details PLNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-129,072
Closed -$12.5M – 27
2025
Q1 		$12.5M Sell
129,072
-15,720
-11% -$1.58M 1.83% 21
2024
Q4 		$14.3M Sell
144,792
-540,889
-79% -$49.4M 1.76% 20
2024
Q3 		$55.7M Sell
685,681
-190,548
-22% -$14.9M 7.65% 5
2024
Q2 		$64.5M Sell
876,229
-47,771
-5% -$3.1M 8.45% 5
2024
Q1 		$57.9M Sell
924,000
-299,000
-24% -$20M 7.39% 5
2023
Q4 		$89.3M Buy
1,223,000
+163,000
+15% +$10M 10.44% 3
2023
Q3 		$52.1M Buy
1,060,000
+323,000
+44% +$19.5M 7.84% 6
2023
Q2 		$49.7M Buy
737,000
+226,000
+44% +$16.2M 6.69% 5
2023
Q1 		$39.7M Sell
511,000
-63,000
-11% -$5.03M 5.44% 6
2022
Q4 		$45.2M Hold
574,000
– – 6.43% 7
2022
Q3 		$33.1M Buy
574,000
+89,000
+18% +$6.41M 5.83% 6
2022
Q2 		$33M Buy
485,000
+325,000
+203% +$24M 5.16% 8
2022
Q1 		$13.5M Sell
160,000
-197,000
-55% -$17.1M 1.72% 14
2021
Q4 		$32.3M Sell
357,000
-397,680
-53% -$33.9M 3.91% 12
2021
Q3 		$59.3M Sell
754,680
-502,320
-40% -$38.2M 7.34% 6
2021
Q2 		$94.6M Buy
1,257,000
+12,000
+1% +$955K 11.2% 3
2021
Q1 		$96.2M Sell
1,245,000
-285,000
-19% -$22.6M 11.25% 3
2020
Q4 		$119M Buy
1,530,000
+3,000
+0.2% +$210K 13.34% 2
2020
Q3 		$94.1M Buy
1,527,000
+879,000
+136% +$50.5M 13.7% 2
2020
Q2 		$39.2M Buy
648,000
+111,000
+21% +$6.66M 7.01% 9
2020
Q1 		$26.2M Buy
+537,000
New +$37.4M 7.19% 8

Other funds holding PLNT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Broad Bay Capital Management's PLNT Position: Q2 2025 in Review

Broad Bay Capital Management sold out of Planet Fitness (PLNT) in Q2 2025, closing a stake of 129,072 shares — an estimated $12.5M sold.

Broad Bay Capital Management first reported a position in PLNT in Q1 2020 and held it in 21 quarters. The position peaked at $119M in Q4 2020. 416 funds tracked by Wall St. Rank hold PLNT as of Q2 2025.

  • Broad Bay Capital Management reported no remaining Planet Fitness position as of Q2 2025 after selling out during the quarter.
  • Broad Bay Capital Management sold 129,072 Planet Fitness shares in Q2 2025, an estimated $12.5M.
  • Broad Bay Capital Management first reported a position in Planet Fitness in Q1 2020 and held it in 21 quarters.
  • Broad Bay Capital Management's Planet Fitness position peaked at $119M in Q4 2020.
  • 416 funds tracked by Wall St. Rank held Planet Fitness as of Q2 2025.

Based on Broad Bay Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.