Holdings
Breach Inlet Capital Management, LLC
As of Jun 30, 2026, Breach Inlet Capital Management, LLC reported 10 positions worth US$300M. Largest: Prog Holdings, Inc., Stride, Inc. and Atlanta Braves Holdings, Inc. - Series A. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Prog Holdings, Inc. | 923K | US$43M | −84,143 | Jun 30, 2026 |
| Stride, Inc. | 478K | US$41.3M | −72,056 | Jun 30, 2026 |
| Atlanta Braves Holdings, Inc. - Series A | 779K | US$40.4M | −88,747 | Jun 30, 2026 |
| Hilton Grand Vacations Inc. | 670K | US$35.1M | −259K | Jun 30, 2026 |
| Daktronics, Inc. | 1.58M | US$31M | +122K | Jun 30, 2026 |
| Manchester | 1.11M | US$25.3M | −118K | Jun 30, 2026 |
| Cars.com Inc. | 2.2M | US$24M | +73,261 | Jun 30, 2026 |
| Ncr Atleos Corporation | 543K | US$23.6M | no change | Jun 30, 2026 |
| Bk Technologies Corporation | 248K | US$21.3M | +96,664 | Jun 30, 2026 |
| Frontdoor, Inc. | 193K | US$15M | −224K | Jun 30, 2026 |