BREACH INLET CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BUR | 1.95M | $17.41M |
 | MCW | 1.72M | $9.58M |
 | DAKT | 1.27M | $25.16M |
 | MANU | 1.22M | $19.47M |
 | HGV | 845K | $37.83M |
 | BATRK | 766K | $30.23M |
 | PRG | 763K | $22.50M |
 | CARS | 729K | $8.90M |
 | NATL | 367K | $13.98M |
 | LRN | 247K | $16.06M |
 | FTDR | 170K | $9.81M |
Burford Capital Limited
BUR
Shares Held
1.95M
Value
$17.41M
Mister Car Wash, Inc.
MCW
Shares Held
1.72M
Value
$9.58M
Daktronics, Inc.
DAKT
Shares Held
1.27M
Value
$25.16M
Manchester United plc
MANU
Shares Held
1.22M
Value
$19.47M
Hilton Grand Vacations Inc.
HGV
Shares Held
845K
Value
$37.83M
Atlanta Braves Holdings, Inc.
BATRK
Shares Held
766K
Value
$30.23M
PROG Holdings, Inc.
PRG
Shares Held
763K
Value
$22.50M
Cars.com Inc.
CARS
Shares Held
729K
Value
$8.90M
NCR Atleos Corporation
NATL
Shares Held
367K
Value
$13.98M
Stride, Inc.
LRN
Shares Held
247K
Value
$16.06M
Frontdoor, Inc.
FTDR
Shares Held
170K
Value
$9.81M