SEC Form 13F

BREACH INLET CAPITAL MANAGEMENT, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$299,993,761
Positions10

Largest disclosed positions

IssuerTickerClassReported valueReported amount
PROG HOLDINGS INCPRGCOM NPV$43,021,822923,017
STRIDE INCLRNCOM$41,261,959478,455
ATLANTA BRAVES HLDGS INCBATRKCOM SER C$40,405,084778,518
HILTON GRAND VACATIONS INCHGVCOM$35,102,825670,285
DAKTRONICS INCDAKTCOM$30,997,1231,584,720
MANCHESTER UTD PLC NEWMANUORD CL A$25,344,1851,105,285
CARS COM INCCARSCOM$24,040,0482,197,445
NCR ATLEOS CORPORATIONNATLCOM SHS$23,557,001542,663
BK TECHNOLOGIES CORPORATIONBKTICOM NEW$21,299,396247,725
FRONTDOOR INCFTDRCOM$14,964,318192,864

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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