Broad Bay Capital Management’s Victoria's Secret VSCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.9M Sell
696,126
-305,693
-31% -$5.66M 1.52% 18
2025
Q1
$18.6M Buy
1,001,819
+334,785
+50% +$6.22M 2.73% 16
2024
Q4
$27.6M Buy
667,034
+12,600
+2% +$522K 3.39% 8
2024
Q3
$16.8M Buy
654,434
+139,434
+27% +$3.58M 2.31% 18
2024
Q2
$9.1M Sell
515,000
-985,000
-66% -$17.4M 1.19% 18
2024
Q1
$29.1M Buy
+1,500,000
New +$29.1M 3.71% 8