BREACH INLET CAPITAL MANAGEMENT, LLC
MT. PLEASANT SC · SEC CIK 0002009914
$3.05亿2026Q1 申报市值
12持仓数
93.0%前十大占比 · 第一大 15.9%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
LRN 加仓+$2,673.23万
FTDR 加仓+$1,304.67万
BUR 加仓+$1,143.37万
CARS 加仓+$1,132.53万
CARG 新建仓+$1,011.91万
2026Q1 卖出最多 按季末市值估算
MISTER CAR WASH 清仓-$958.32万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| LRN | STRIDE INC | $4,853.86万 | 15.94% | 550,511 | 303,190 | 122.6% | $2,673.23万 | 加仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $3,703.22万 | 12.16% | 867,265 | 100,904 | 13.2% | $430.86万 | 加仓 |
| HGV | HILTON GRAND VACATIONS INC | $3,635.37万 | 11.94% | 929,288 | 83,825 | 9.9% | $327.92万 | 加仓 |
| PRG | PROG HOLDINGS INC | $2,889.54万 | 9.49% | 1,007,160 | 244,313 | 32.0% | $700.93万 | 加仓 |
| DAKT | DAKTRONICS INC | $2,859.53万 | 9.39% | 1,462,675 | 190,123 | 14.9% | $371.69万 | 加仓 |
| NATL | NCR ATLEOS CORPORATION | $2,364.93万 | 7.76% | 542,663 | 175,764 | 47.9% | $765.98万 | 加仓 |
| FTDR | FRONTDOOR INC | $2,203.16万 | 7.23% | 416,792 | 246,816 | 145.2% | $1,304.67万 | 加仓 |
| MANU | MANCHESTER UTD PLC NEW | $2,057.45万 | 6.76% | 1,223,216 | 0 | 0.0% | — | 不变 |
| BUR | BURFORD CAPITAL LIMITED | $2,025.71万 | 6.65% | 4,481,659 | 2,529,582 | 129.6% | $1,143.37万 | 加仓 |
| CARS | CARS COM INC | $1,724.84万 | 5.66% | 2,124,184 | 1,394,745 | 191.2% | $1,132.53万 | 加仓 |
| BKTI | BK TECHNOLOGIES CORPORATION | $1,127.37万 | 3.70% | 151,061 | 132,435 | 711.0% | $988.36万 | 加仓 |
| CARG | CARGURUS INC | $1,011.91万 | 3.32% | 297,184 | 297,184 | — | $1,011.91万 | 新建仓 |
| — | MISTER CAR WASH INC | $0 | 0.00% | 0 | -1,723,592 | -100.0% | -$958.32万 | 清仓 |