BREACH INLET CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BUR | 4.48M | $20.26M |
 | CARS | 2.12M | $17.25M |
 | DAKT | 1.46M | $28.60M |
 | MANU | 1.22M | $20.57M |
 | PRG | 1.01M | $28.90M |
 | HGV | 929K | $36.35M |
 | BATRK | 867K | $37.03M |
 | LRN | 551K | $48.54M |
 | NATL | 543K | $23.65M |
 | FTDR | 417K | $22.03M |
 | CARG | 297K | $10.12M |
Burford Capital Limited
BUR
Shares Held
4.48M
Value
$20.26M
Cars.com Inc.
CARS
Shares Held
2.12M
Value
$17.25M
Daktronics, Inc.
DAKT
Shares Held
1.46M
Value
$28.60M
Manchester United plc
MANU
Shares Held
1.22M
Value
$20.57M
PROG Holdings, Inc.
PRG
Shares Held
1.01M
Value
$28.90M
Hilton Grand Vacations Inc.
HGV
Shares Held
929K
Value
$36.35M
Atlanta Braves Holdings, Inc.
BATRK
Shares Held
867K
Value
$37.03M
Stride, Inc.
LRN
Shares Held
551K
Value
$48.54M
NCR Atleos Corporation
NATL
Shares Held
543K
Value
$23.65M
Frontdoor, Inc.
FTDR
Shares Held
417K
Value
$22.03M
CarGurus, Inc.
CARG
Shares Held
297K
Value
$10.12M