Breach Inlet Capital Management, LLC
Breach Inlet Capital Management, LLC is an investment management firm headquartered in Mt. Pleasant, South Carolina. The firm was founded in November 2015 by Chris Colvin and is registered with the SEC. As of 2025, it employs about 4 people and manages assets primarily for pooled investment vehicles, serving institutional and other qualified investors.
Investment Strategy
Breach Inlet Capital Management, LLC operates primarily as a long/short equity hedge fund, focusing on fundamental analysis to identify investment opportunities in both long and short positions. The firm targets value and event-driven situations in US public equities, particularly in small- and mid-cap companies. Its philosophy emphasizes thorough research, risk management, and capital preservation, with a flexible mandate to seek absolute returns regardless of market conditions.
Top Holdings
Equity Positions (8)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
H HGV | HILTON GRAND VACATIONS INC. | 15.86% | $32.3M | 778,101 | $39.46 | $41.53 | +$8.1M |
B BATRK | ATLANTA BRAVES HOLDINGS INC | 15.00% | $30.5M | 653,144 | $40.49 | $46.77 | +$8.3M |
B BUR | BURFORD CAPITAL LIMITED | 14.33% | $29.2M | 2,047,040 | $13.35 | $14.26 | +$11.2M |
P PRKS | UNITED PARKS RESORTS INC | 12.69% | $25.9M | 548,299 | $49.22 | $47.15 | +$7.7M |
D DAKT | DAKTRONICS INC | 11.86% | $24.2M | 1,598,165 | $10.28 | $15.12 | +$4.0M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
| Partner | Austin, TX , United States | ||
| Chief Operating Officer and Director of Partner Relations | Charleston, SC , United States |