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Asset Manager ← All Institutions

BREACH INLET CAPITAL MANAGEMENT, LLC

Q1 2026 · Filed 2026-02-17
Market Value
$0
-100.0%
Holdings
10
-1
New Purchases
0
Added To
0
Closed
10
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 6 $0 0%
Small Cap 4 $0 0%

Portfolio Analytics

Avg Market Cap
$2.5B
Median Market Cap
$2.8B
Avg P/E
18.9
Median P/E
18.7
Avg Dividend Yield
0.00%
Avg Beta
1.19
# Stocks
10
# ETFs / Funds
0

Top Holdings (10 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MANU —% -$19M -1,223,216 -100.0% SOLD
2 CARS —% -$9M -729,439 -100.0% SOLD
3 HGV —% -$38M -845,463 -100.0% SOLD
4 LRN —% -$16M -247,321 -100.0% SOLD
5 PRG —% -$22M -762,847 -100.0% SOLD
6 NATL —% -$14M -366,899 -100.0% SOLD
7 FTDR —% -$10M -169,976 -100.0% SOLD
8 DAKT —% -$25M -1,272,552 -100.0% SOLD
9 BUR —% -$17M -1,952,077 -100.0% SOLD
10 MCW —% -$10M -1,723,592 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
MANU —%
CARS —%
HGV —%
LRN —%
PRG —%
NATL —%
FTDR —%
DAKT —%
BUR —%
MCW —%
View SEC EDGAR Filings for BREACH INLET CAPITAL MANAGEMENT, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms