BREACH INLET CAPITAL MANAGEMENT, LLC
MT. PLEASANT SC · SEC CIK 0002009914
$3.00亿2026Q2 申报市值
10持仓数
100.0%前十大占比 · 第一大 14.3%
0 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BKTI 加仓+$831.12万
DAKT 加仓+$238.72万
CARS 加仓+$80.15万
2026Q2 卖出最多 按季末市值估算
BUR 清仓-$2,025.71万
FTDR 减仓-$1,737.46万
HGV 减仓-$1,356.40万
CARG 清仓-$1,011.91万
LRN 减仓-$621.41万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PRG | PROG HOLDINGS INC | $4,302.18万 | 14.34% | 923,017 | -84,143 | -8.4% | -$392.19万 | 减仓 |
| LRN | STRIDE INC | $4,126.20万 | 13.75% | 478,455 | -72,056 | -13.1% | -$621.41万 | 减仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $4,040.51万 | 13.47% | 778,518 | -88,747 | -10.2% | -$460.60万 | 减仓 |
| HGV | HILTON GRAND VACATIONS INC | $3,510.28万 | 11.70% | 670,285 | -259,003 | -27.9% | -$1,356.40万 | 减仓 |
| DAKT | DAKTRONICS INC | $3,099.71万 | 10.33% | 1,584,720 | 122,045 | 8.3% | $238.72万 | 加仓 |
| MANU | MANCHESTER UTD PLC NEW | $2,534.42万 | 8.45% | 1,105,285 | -117,931 | -9.6% | -$270.42万 | 减仓 |
| CARS | CARS COM INC | $2,404.00万 | 8.01% | 2,197,445 | 73,261 | 3.4% | $80.15万 | 加仓 |
| NATL | NCR ATLEOS CORPORATION | $2,355.70万 | 7.85% | 542,663 | 0 | 0.0% | — | 不变 |
| BKTI | BK TECHNOLOGIES CORPORATION | $2,129.94万 | 7.10% | 247,725 | 96,664 | 64.0% | $831.12万 | 加仓 |
| FTDR | FRONTDOOR INC | $1,496.43万 | 4.99% | 192,864 | -223,928 | -53.7% | -$1,737.46万 | 减仓 |
| BUR | BURFORD CAPITAL LIMITED | $0 | 0.00% | 0 | -4,481,659 | -100.0% | -$2,025.71万 | 清仓 |
| CARG | CARGURUS INC | $0 | 0.00% | 0 | -297,184 | -100.0% | -$1,011.91万 | 清仓 |