BREACH INLET CAPITAL MANAGEMENT, LLC 13F Holdings

CIK 0002009914 · MT. PLEASANT, SC

As of Sep 30, 2025, BREACH INLET CAPITAL MANAGEMENT, LLC reported 9 positions worth $202.5M in its SEC Form 13F filing.

Top 9 holdings

SecurityTickerSectorSharesValue% of portfolio
STRIDE INCLRNConsumer Defensive226,315$33.7M16.64%
HILTON GRAND VACATIONS INCHGVConsumer Cyclical781,915$32.7M16.14%
ATLANTA BRAVES HOLDINGS INCBATRKCommunication Services685,873$28.5M14.08%
BURFORD CAPITAL LTDBURFinancial Services2,102,050$25.1M12.41%
PROG HOLDINGS INCPRGIndustrials623,449$20.2M9.96%
DAKTRONICS INCDAKTTechnology958,419$20.1M9.90%
MANCHESTER UNITED PLCMANUCommunication Services1,181,283 7.9M8.83%
UNITED PARKS & RESORTS INCPRKSConsumer Cyclical263,962 3.6M6.74%
NCR ATLEOS CORPNATLTechnology272,888 0.7M5.30%