Breach Inlet Capital Management’s Manchester United MANU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.3M	Sell	1,105,285 -117,931	-10%	-$2.34M	8.45%	6
2026 Q1	$20.6M	Hold	1,223,216	–	–	6.76%	8
2025 Q4	$19.5M	Buy	1,223,216 +41,933	+4%	+$677K	9.17%	5
2025 Q3	$17.9M	Buy	1,181,283 +85,190	+8%	+$1.45M	8.83%	7
2025 Q2	$19.5M	Buy	1,096,093 +241,147	+28%	+$3.57M	9.58%	7
2025 Q1	$11.2M	Buy	854,946 +190,090	+29%	+$2.87M	6.39%	8
2024 Q4	$11.5M	Buy	664,856 +243,977	+58%	+$4.12M	8.17%	8
2024 Q3	$6.81M	Buy	420,879 +116,894	+38%	+$1.96M	6.13%	7
2024 Q2	$4.91M	Buy	+303,985	New	+$4.84M	4.03%	11

Other funds holding MANU

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

CLG

Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return

LIM

Lancaster Investment Management London, United Kingdom $165M AUM 8.37% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

SAMU

SONA Asset Management (US) New York $4.76B AUM 23.76% 1-Year Est. Return

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

Breach Inlet Capital Management reduced its Manchester United (MANU) stake by 9.6% in Q2 2026, selling an estimated $2.34M and leaving 1,105,285 shares worth $25.3M. The position accounts for 8.45% of the portfolio, ranked #6.

Breach Inlet Capital Management first reported a position in MANU in Q2 2024 and has held it in 9 quarters since. 125 funds tracked by Wall St. Rank hold MANU as of Q2 2026.

Breach Inlet Capital Management held 1,105,285 shares of Manchester United worth $25.3M as of Q2 2026.
Breach Inlet Capital Management sold 117,931 Manchester United shares in Q2 2026, an estimated $2.34M.
Manchester United made up 8.45% of Breach Inlet Capital Management's portfolio in Q2 2026, its #6 holding.
Breach Inlet Capital Management first reported a position in Manchester United in Q2 2024 and has held it in 9 quarters since.
125 funds tracked by Wall St. Rank held Manchester United as of Q2 2026.

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