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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
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

AFCM
Alta Fox Capital Management Fort Worth, Texas $378M AUM 59.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Breach Inlet Capital Management's DAKT Position: Q1 2026 in Review

Breach Inlet Capital Management increased its Daktronics (DAKT) stake by 15% in Q1 2026, buying an estimated $4.34M and bringing the position to 1,462,675 shares worth $28.6M. The position accounts for 9.39% of the portfolio, ranked #5.

Breach Inlet Capital Management first reported a position in DAKT in Q4 2023 and has held it in 10 quarters since. 205 funds tracked by Wall St. Rank hold DAKT as of Q1 2026.

  • Breach Inlet Capital Management held 1,462,675 shares of Daktronics worth $28.6M as of Q1 2026.
  • Breach Inlet Capital Management bought 190,123 Daktronics shares in Q1 2026, an estimated $4.34M.
  • Daktronics made up 9.39% of Breach Inlet Capital Management's portfolio in Q1 2026, its #5 holding.
  • Breach Inlet Capital Management first reported a position in Daktronics in Q4 2023 and has held it in 10 quarters since.
  • 205 funds tracked by Wall St. Rank held Daktronics as of Q1 2026.

Based on Breach Inlet Capital Management's 13F filing for Q1 2026, filed 15 May 2026.