Fund HoldingsBREACH INLET CAPITAL MANAGEMENT, LLC

Total Portfolio Value
$111.02M
Total Bought
$13.64M
Total Sold
$21.51M
Net Transaction
-$7.87M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
UNITED PARKS & RESORTS INC(PRKS)0113,300+113,30005,7335.16%+5,733
TIPTREE INC692,506797,171+104,66511,41915,60114.05%+4,181
MANCHESTER UTD PLC NEW
ORD CL A
303,985420,879+116,8944,9066,8106.13%+1,904
ATLANTA BRAVES HOLDINGS INC466,969470,964+3,99518,41718,74416.88%+327
PROG HOLDINGS INC.(PRG)289,338190,047-99,29110,0349,2158.30%-819
HILTON GRAND VACATIONS INC.(HGV)406,357411,054+4,69716,42914,92913.45%-1,500
EVERI HOLDINGS INC.993,263501,657-491,6068,3436,5925.94%-1,752
INTERNATIONAL MONEY EXPRESS654,878633,573-21,30513,64811,71510.55%-1,933
STRIDE INC(LRN)109,34965,501-43,8487,7095,5885.03%-2,121
DAKTRONICS INC(DAKT)1,431,5481,246,885-184,66319,97016,09714.50%-3,873
ONEWATER MARINE INC178,0850-178,0854,9100-4,910
JANUS INTERNATIONAL GROUP IN483,5240-483,5246,1070-6,107
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