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Breach Inlet Capital Management’s Stride LRN Stock Holding History

Breach Inlet Capital Management’s Portfolio LRN Stock Details LRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$48.5M Buy
550,511
+303,190
+123% +$24.6M 15.94% 1
2025
Q4 		$16.1M Buy
247,321
+21,006
+9% +$1.91M 7.56% 7
2025
Q3 		$33.7M Buy
+226,315
New +$33.2M 16.64% 1
2025
Q2 		– Sell
-72,155
Closed -$9.13M – 11
2025
Q1 		$9.13M Sell
72,155
-14,779
-17% -$1.87M 5.21% 9
2024
Q4 		$9.04M Buy
86,934
+21,433
+33% +$2.04M 6.4% 10
2024
Q3 		$5.59M Sell
65,501
-43,848
-40% -$3.39M 5.03% 10
2024
Q2 		$7.71M Buy
109,349
+33,808
+45% +$2.25M 6.32% 8
2024
Q1 		$4.76M Buy
+75,541
New +$4.55M 4.26% 10

Other funds holding LRN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Breach Inlet Capital Management increased its Stride (LRN) stake by 123% in Q1 2026, buying an estimated $24.6M and bringing the position to 550,511 shares worth $48.5M. The position accounts for 15.94% of the portfolio, ranked #1.

Breach Inlet Capital Management first reported a position in LRN in Q1 2024 and has held it in 8 quarters since. 419 funds tracked by Wall St. Rank hold LRN as of Q1 2026.

  • Breach Inlet Capital Management held 550,511 shares of Stride worth $48.5M as of Q1 2026.
  • Breach Inlet Capital Management bought 303,190 Stride shares in Q1 2026, an estimated $24.6M.
  • Stride made up 15.94% of Breach Inlet Capital Management's portfolio in Q1 2026, its #1 holding.
  • Breach Inlet Capital Management first reported a position in Stride in Q1 2024 and has held it in 8 quarters since.
  • 419 funds tracked by Wall St. Rank held Stride as of Q1 2026.

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