Broad Bay Capital Management’s Western Digital WDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-819,511
Closed -$33.1M 30
2025
Q1
$33.1M Buy
819,511
+308,833
+60% +$12.5M 4.86% 6
2024
Q4
$23M Buy
510,678
+42,733
+9% +$1.93M 2.83% 14
2024
Q3
$24.2M Sell
467,945
-1,191
-0.3% -$61.5K 3.32% 13
2024
Q2
$26.9M Sell
469,136
-23,020
-5% -$1.32M 3.52% 9
2024
Q1
$25.4M Buy
+492,156
New +$25.4M 3.24% 11