Breach Inlet Capital Management, LLC - Q12026 Holdings

Breach Inlet Capital Management, LLC holds 12 stocks with a total portfolio value of $ 304.57M as of Q12026. In Q12026, Breach Inlet Capital Management, LLC added 1 new position, increased stakes in 10 stocks, reduced 0 holdings, and fully exited 1 position. The largest holding is Stride Inc (LRN), representing 15.94% of the total portfolio.