Breach Inlet Capital Management as of June 30, 2026
Portfolio Holdings for Breach Inlet Capital Management
Breach Inlet Capital Management holds 10 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Prog Holdings Com Npv (PRG) | 14.3 | $43M | 923k | 46.61 | |
| Stride (LRN) | 13.8 | $41M | 479k | 86.24 | |
| Atlanta Braves Hldgs Com Ser C (BATRK) | 13.5 | $40M | 779k | 51.90 | |
| Hilton Grand Vacations (HGV) | 11.7 | $35M | 670k | 52.37 | |
| Daktronics (DAKT) | 10.3 | $31M | 1.6M | 19.56 | |
| Manchester Utd Ord Cl A (MANU) | 8.4 | $25M | 1.1M | 22.93 | |
| Cars (CARS) | 8.0 | $24M | 2.2M | 10.94 | |
| Ncr Atleos Corporation Com Shs (NATL) | 7.9 | $24M | 543k | 43.41 | |
| Bk Technologies Corporation Com New (BKTI) | 7.1 | $21M | 248k | 85.98 | |
| Frontdoor (FTDR) | 5.0 | $15M | 193k | 77.59 |
