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Disclosery

BREACH INLET CAPITAL MANAGEMENT, LLC: BUR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BREACH INLET CAPITAL MANAGEMENT, LLC on BUR, newest first. How the timeline and the estimate are built.

BREACH INLET CAPITAL MANAGEMENT, LLC held 0 BUR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -4,481,659 shares

    13F-HR 0002009914-26-000004 filed by BREACH INLET CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 4,481,659 shares
    Change vs previous 13F +2,529,582 shares

    6.65% of the 13F portfolio, value $20,257,099.

    13F-HR 0002009914-26-000002 filed by BREACH INLET CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,952,077 shares
    Change vs previous 13F -149,973 shares

    8.2% of the 13F portfolio, value $17,412,527.

    13F-HR 0002009914-26-000001 filed by BREACH INLET CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,102,050 shares
    Change vs previous 13F +55,010 shares

    12.41% of the 13F portfolio, value $25,140,518.

    13F-HR 0002009914-25-000004 filed by BREACH INLET CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,047,040 shares
    Change vs previous 13F +683,440 shares

    14.33% of the 13F portfolio, value $29,190,790.

    13F-HR 0002009914-25-000003 filed by BREACH INLET CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,363,600 shares
    Change vs previous 13F +410,895 shares

    10.29% of the 13F portfolio, value $18,013,156.

    13F-HR 0001535588-25-000004 filed by BREACH INLET CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 952,705 shares
    Change vs previous 13F not available

    8.6% of the 13F portfolio, value $12,146,989.

    13F-HR 0002009914-25-000001 filed by BREACH INLET CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).