Breach Inlet Capital Management’s Daktronics DAKT Stock Holding History

Breach Inlet Capital Management’s Portfolio DAKT Stock Details DAKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$31M	Buy	1,584,720 +122,045	+8%	+$2.42M	10.33%	5
2026 Q1	$28.6M	Buy	1,462,675 +190,123	+15%	+$4.34M	9.39%	5
2025 Q4	$25.2M	Buy	1,272,552 +314,133	+33%	+$6.01M	11.85%	3
2025 Q3	$20.1M	Sell	958,419 -639,746	-40%	-$11.5M	9.9%	6
2025 Q2	$24.2M	Sell	1,598,165 -58,593	-4%	-$805K	11.86%	5
2025 Q1	$20.2M	Buy	1,656,758 +749,444	+83%	+$11.3M	11.52%	3
2024 Q4	$15.3M	Sell	907,314 -339,571	-27%	-$5.12M	10.83%	3
2024 Q3	$16.1M	Sell	1,246,885 -184,663	-13%	-$2.55M	14.5%	2
2024 Q2	$20M	Sell	1,431,548 -170,543	-11%	-$1.82M	16.38%	1
2024 Q1	$16M	Buy	1,602,091 +245,008	+18%	+$2.04M	14.28%	3
2023 Q4	$11.5M	Buy	+1,357,083	New	+$13M	10.4%	5

Other funds holding DAKT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

AFCM

Alta Fox Capital Management Fort Worth, Texas $497M AUM 48.91% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.94B AUM 19.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DFO

Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Breach Inlet Capital Management's DAKT Position: Q2 2026 in Review

Breach Inlet Capital Management increased its Daktronics (DAKT) stake by 8.3% in Q2 2026, buying an estimated $2.42M and bringing the position to 1,584,720 shares worth $31M. The position accounts for 10.33% of the portfolio, ranked #5.

Breach Inlet Capital Management first reported a position in DAKT in Q4 2023 and has held it in 11 quarters since. 190 funds tracked by Wall St. Rank hold DAKT as of Q2 2026.

Breach Inlet Capital Management held 1,584,720 shares of Daktronics worth $31M as of Q2 2026.
Breach Inlet Capital Management bought 122,045 Daktronics shares in Q2 2026, an estimated $2.42M.
Daktronics made up 10.33% of Breach Inlet Capital Management's portfolio in Q2 2026, its #5 holding.
Breach Inlet Capital Management first reported a position in Daktronics in Q4 2023 and has held it in 11 quarters since.
190 funds tracked by Wall St. Rank held Daktronics as of Q2 2026.

Based on Breach Inlet Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.