BREACH INLET CAPITAL MANAGEMENT, LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$141.2B
Holdings
11
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BATRAATLANTA BRAVES HOLDINGS INC | 519,378 | $19.9B | 14.07% | |
| 2 | HGVHILTON GRAND VACATIONS INC. | 411,054 | $16.0B | 11.34% | |
| 3 | DAKTDAKTRONICS INC | 907,314 | $15.3B | 10.83% | |
| 4 | TIPTTIPTREE INC | 711,536 | $14.8B | 10.51% | |
| 5 | PRKSUNITED PARKS & RESORTS INC | 227,419 | $12.8B | 9.05% | |
| 6 | PRGPROG HOLDINGS INC. | 292,390 | $12.4B | 8.75% | |
| 7 | BURBURFORD CAP LTD | 952,705 | $12.1B | 8.60% | |
| 8 | MANUMANCHESTER UTD PLC NEW | 664,856 | $11.5B | 8.17% | |
| 9 | IMXIINTERNATIONAL MNY EXPRESS IN | 511,245 | $10.6B | 7.54% | |
| 10 | LRNSTRIDE INC | 86,934 | $9.0B | 6.40% | |
| 11 | G2CEVERI HLDGS INC | 496,067 | $6.7B | 4.75% |