StockDriftsStockDriftsTop 12 Breach Inlet Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LRN | STRIDE INC | 15.94% | 550.5K | $48.5M | +122.59%(+303.19K) | $96.69(-8.69%) | 2026-03-31 | |
| BATRK | ATLANTA BRAVES HLDGS INC | 12.16% | 867.3K | $37.0M | +13.17%(+100.90K) | $39.50(+27.59%) | 2026-03-31 | |
| HGV | HILTON GRAND VACATIONS INC | 11.94% | 929.3K | $36.4M | +9.91%(+83.83K) | $40.30(+11.32%) | 2026-03-31 | |
| PRG | PROG HOLDINGS INC | 9.49% | 1.01M | $28.9M | +32.03%(+244.31K) | $32.74(+1.51%) | 2026-03-31 | |
| DAKT | DAKTRONICS INC | 9.39% | 1.46M | $28.6M | +14.94%(+190.12K) | $14.38(+32.41%) | 2026-03-31 | |
| NATL | NCR ATLEOS CORPORATION | 7.76% | 542.7K | $23.6M | +47.91%(+175.76K) | $36.99(+20.43%) | 2026-03-31 | |
| FTDR | FRONTDOOR INC | 7.23% | 416.8K | $22.0M | +145.21%(+246.82K) | $58.22(+5.64%) | 2026-03-31 | |
| MANU | MANCHESTER UTD PLC NEW | 6.76% | 1.22M | $20.6M | +0.00%(+0) | $15.75(+22.07%) | 2026-03-31 | |
| BUR | BURFORD CAPITAL LIMITED | 6.65% | 4.48M | $20.3M | +129.58%(+2.53M) | $9.58(-51.45%) | 2026-03-31 | |
| CARS | CARS COM INC | 5.66% | 2.12M | $17.2M | +191.21%(+1.39M) | $10.86(-9.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -1.08% | -3.21% |
| Top 20 Holdings Unweighted | -1.28% | -3.78% |
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