Long-term investor
Breach Inlet Capital Management, LLC @breachinletcapitalmanage
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002009914).
Record
- Tracked since 2025-06-30 (448 days), 32 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year -0.2% · all -0.2%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- PRG · 14.3% · long · since 2025-06-30
- LRN · 13.8% · long · since 2025-09-30
- BATRA · 13.5% · long · since 2025-06-30
- HGV · 11.7% · long · since 2025-06-30
- 234264109 · 10.3% · long · since 2025-06-30
- G5784H106 · 8.4% · long · since 2025-06-30
- CARS · 8.0% · long · since 2025-12-31
- NATL · 7.9% · long · since 2025-09-30
- BKTI · 7.1% · long · since 2025-12-31
- FTDR · 5.0% · long · since 2025-12-31