BREACH INLET CAPITAL MANAGEMENT, LLC — 13F holdings

BREACH INLET CAPITAL MANAGEMENT, LLC reported 10 holdings worth $300M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. PRG PROG HOLDINGS INC — $43.0M (14.3%)
2. LRN STRIDE INC — $41.3M (13.8%)
3. BATRK ATLANTA BRAVES HLDGS INC — $40.4M (13.5%)
4. HGV HILTON GRAND VACATIONS INC — $35.1M (11.7%)
5. DAKT DAKTRONICS INC — $31.0M (10.3%)
6. MANU MANCHESTER UTD PLC NEW — $25.3M (8.4%)
7. CARS CARS COM INC — $24.0M (8.0%)
8. NATL NCR ATLEOS CORPORATION — $23.6M (7.9%)
9. BKTI BK TECHNOLOGIES CORPORATION — $21.3M (7.1%)
10. FTDR FRONTDOOR INC — $15.0M (5.0%)