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BREACH INLET CAPITAL MANAGEMENT, LLC: LRN position timeline

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

BREACH INLET CAPITAL MANAGEMENT, LLC held 478,455 LRN 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 478,455 shares
    Change vs previous 13F -72,056 shares

    13.75% of the 13F portfolio, value $41,261,959.

    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).

  2. period ended2026-03-31
    13F 550,511 shares
    Change vs previous 13F +303,190 shares

    15.94% of the 13F portfolio, value $48,538,555.

    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 247,321 shares
    Change vs previous 13F +21,006 shares

    7.56% of the 13F portfolio, value $16,058,553.

    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 226,315 shares
    Change vs previous 13F +226,315 shares

    16.64% of the 13F portfolio, value $33,707,356.

    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 0 shares
    Change vs previous 13F -72,155 shares

    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).

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

  6. period ended2025-03-31
    13F 72,155 shares
    Change vs previous 13F -14,779 shares

    5.21% of the 13F portfolio, value $9,127,608.

    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 86,934 shares
    Change vs previous 13F +21,433 shares

    6.4% of the 13F portfolio, value $9,035,051.

    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).

  8. period ended2024-09-30
    13F 65,501 shares
    Change vs previous 13F not available

    5.03% of the 13F portfolio, value $5,587,890.

    13F-HR 0002009914-24-000005 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).