Sign in

Breach Inlet Capital Management, LLC

CIK:0002009914
Hedge Fund
$154M AUM
8 holdings
Mt. Pleasant, SC, United States
Founded:2015
4 employees
Latest filing:Jun 30, 2025

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 Buys
B
BURBURFORD CAPITAL LIMITED
+$11.2M
M
MANUMANCHESTER UTD PLC NEW
+$8.3M
B
BATRKATLANTA BRAVES HOLDINGS INC
+$8.3M
H
HGVHILTON GRAND VACATIONS INC.
+$8.1M
P
PRKSUNITED PARKS RESORTS INC
+$7.7M
Top Sells
L
LRNSTRIDE INC
-$9.1M
I
IMXIINTERNATIONAL MNY EXPRESS IN
-$8.6M
M
MANUMANCHESTER UTD PLC NEW
+$8.3M
B
BATRKATLANTA BRAVES HOLDINGS INC
+$8.3M
H
HGVHILTON GRAND VACATIONS INC.
+$8.1M

Top Holdings

H
HGVHILTON GRAND VACATIONS INC.
+15.9%$32.3M
B
BATRKATLANTA BRAVES HOLDINGS INC
+15.0%$30.5M
B
BURBURFORD CAPITAL LIMITED
+14.3%$29.2M
P
PRKSUNITED PARKS RESORTS INC
+12.7%$25.9M
D
DAKTDAKTRONICS INC
+11.9%$24.2M

Equity Positions (8)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
H
HGV
HILTON GRAND VACATIONS INC.15.86%$32.3M778,101$39.46$41.53+$8.1M
B
BATRK
ATLANTA BRAVES HOLDINGS INC15.00%$30.5M653,144$40.49$46.77+$8.3M
B
BUR
BURFORD CAPITAL LIMITED14.33%$29.2M2,047,040$13.35$14.26+$11.2M
P
PRKS
UNITED PARKS RESORTS INC12.69%$25.9M548,299$49.22$47.15+$7.7M
D
DAKT
DAKTRONICS INC11.86%$24.2M1,598,165$10.28$15.12+$4.0M

Industry Allocation

SERVICES-AMUSEMENT & RECREATION SERVICES
+24.6%
HOTELS, ROOMING HOUSES, CAMPS & OTHER LODGING PLACES
+15.9%
TELEVISION BROADCASTING STATIONS
+15.0%
FINANCE SERVICES
+14.3%
SERVICES-MISCELLANEOUS AMUSEMENT & RECREATION
+12.7%

Investment Team (2)

NameRoleLocationLinkedIn
David Emmel
David Emmel
PartnerAustin, TX , United States
Melissa Taylor
Melissa Taylor
Chief Operating Officer and Director of Partner RelationsCharleston, SC , United States