本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
BREACH INLET CAPITAL MANAGEMENT, LLC (CIK 2009914) reported $300.0M across 10 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: PRG ($43.0M, 14.34%), LRN ($41.3M, 13.75%), BATRK ($40.4M, 13.47%), HGV ($35.1M, 11.70%), DAKT ($31.0M, 10.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PRG | PROG HOLDINGS INC | $43.0M | 14.34% | 923,017 | Trimmed |
| 2 | LRN | STRIDE INC | $41.3M | 13.75% | 478,455 | Trimmed |
| 3 | BATRK | ATLANTA BRAVES HLDGS INC | $40.4M | 13.47% | 778,518 | Trimmed |
| 4 | HGV | HILTON GRAND VACATIONS INC | $35.1M | 11.70% | 670,285 | Trimmed |
| 5 | DAKT | DAKTRONICS INC | $31.0M | 10.33% | 1.6M | Added |
| 6 | MANU | MANCHESTER UTD PLC NEW | $25.3M | 8.45% | 1.1M | Trimmed |
| 7 | CARS | CARS COM INC | $24.0M | 8.01% | 2.2M | Added |
| 8 | NATL | NCR ATLEOS CORPORATION | $23.6M | 7.85% | 542,663 | Hold |
| 9 | BKTI | BK TECHNOLOGIES CORPORATION | $21.3M | 7.10% | 247,725 | Added |
| 10 | FTDR | FRONTDOOR INC | $15.0M | 4.99% | 192,864 | Trimmed |
| 11 | BUR | BURFORD CAPITAL LIMITED | $0 | 0.00% | 0 | Exited |
| 12 | CARG | CARGURUS INC | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30