Breach Inlet Capital Management, LLC - Q42025 Holdings

Breach Inlet Capital Management, LLC holds 12 stocks with a total portfolio value of $ 212.33M as of Q42025. In Q42025, Breach Inlet Capital Management, LLC added 4 new positions, increased stakes in 7 stocks, reduced 1 holding, and fully exited 1 position. The largest holding is Hilton Grand Vacations Inc (HGV), representing 17.82% of the total portfolio.