BRENDAN FINNERTY Portfolio
Invests via BREACH INLET CAPITAL MANAGEMENT, LLC | Managed by Chris Colvin
Invests via BREACH INLET CAPITAL MANAGEMENT, LLC
Managed by Chris Colvin
Automatically Tracked
BRENDAN FINNERTY Profile
Senior finance executive and investor focused on growth-stage technology and financial services companies, with experience in corporate strategy, capital raising and portfolio management. BRENDAN FINNERTY has led deal sourcing, structuring and cross-border M&A efforts for institutional investors and served in operational roles scaling revenue teams. Known for blending strategic diligence with commercial execution, maintains relationships across LPs, PE sponsors and growth entrepreneurs; active in board advisory, capital markets positioning and fundraising.
Senior finance executive and investor focused on growth-stage technology and financial services companies, with experience in corporate strategy, capital raising and portfolio management. BRENDAN FINNERTY has led deal sourcing, structuring and cross-border M&A efforts for institutional investors and served in operational roles scaling revenue teams. Known for blending strategic diligence with commercial execution, maintains relationships across LPs, PE sponsors and growth entrepreneurs; active in board advisory, capital markets positioning and fundraising.
Investment Philosophy & Strategy
Prioritizes growth-stage technology and financial-services opportunities where strategic diligence and commercial go-to-market execution create asymmetric upside. Invests with a bias toward revenue-scalable business models, recurring monetization and capital-efficient scaling; favours deals where operational playbooks can accelerate sales and partnerships. Allocates across equity and structured instruments, balancing conviction-led concentrated positions with reserve capital for follow-ons. Adopts a multi-year horizon, active board or advisory involvement, rigorous downside protection via covenants and milestone-based funding, and leverages LP, PE and capital-markets relationships to optimize exits and syndication.
Prioritizes growth-stage technology and financial-services opportunities where strategic diligence and commercial go-to-market execution create asymmetric upside. Invests with a bias toward revenue-scalable business models, recurring monetization and capital-efficient scaling; favours deals where operational playbooks can accelerate sales and partnerships. Allocates across equity and structured instruments, balancing conviction-led concentrated positions with reserve capital for follow-ons. Adopts a multi-year horizon, active board or advisory involvement, rigorous downside protection via covenants and milestone-based funding, and leverages LP, PE and capital-markets relationships to optimize exits and syndication.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
49.38%
Gain +2.52%
Monthly
1.28%
Yearly
16.56%
Drawdown
29.56%
$298.48M
Equity
Holdings
$298.48M
Investment
$250.06M
$62.25M
Profit +$4.98M
Realized
$13.83M
Unrealized
$48.42M
Dividends
$1.71M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.52%
Profit
$4.98M
Win %
89%
This Week
Compared To Last Week
Gain
2.35%
Profit
$6.85M
Win %
89%
This Month
Compared to last month
Gain
2.88%
Profit
$8.36M
Win %
89%
This Year
Compared to last year
Gain
-0.04%
Profit
-$128,854.22
Win %
82%
Events
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Dividends
Dividend Analysis
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| Trades 110 | Longs Won 79/110 71% | Profit Factor 2.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.28M |
| Average Win $1.35M | Best Trade (Sep 30) $7.51M | Sharpe Ratio -8.74 |
| Average Loss -$1.43M | Worst Trade (Aug 15) -$10.12M | Z-Score 6.16 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 4d | Expectancy $565,867.66 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.11% |
| Consecutive Losing Trades | 209 | 188 | 168 | 147 | 126 | 105 | 84 | 63 | 42 | 21 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 BATRK Atlanta Braves Holdings, Inc. | 778,518 | $31.8M | $41.71M | - | $9.92M | 31.18% | +0.79% |
 BKTI Bk Technologies Corp | 247,725 | $19.58M | $18.33M | - | -$1.25M | -6.4% | -3.014% |
 CARS Cars.com Inc. | 2.2M | $21.03M | $27.2M | - | $6.18M | 29.38% | -1.355% |
 DAKT Daktronics Inc. | 1.58M | $23.52M | $32.34M | - | $8.82M | 37.49% | -0.196% |
 FTDR Frontdoor, Inc. | 192,864 | $10.19M | $16.68M | - | $6.48M | 63.58% | +2.138% |
 HGV Hilton Grand Vacations Inc. | 670,285 | $26.66M | $30.79M | - | $4.12M | 15.46% | +2.271% |
 LRN Stride, Inc. | 478,455 | $51.07M | $39.88M | - | -$11.19M | -21.91% | -0.371% |
 MANU Manchester United plc | 1.11M | $17.87M | $26.74M | - | $8.87M | 49.64% | +3.731% |
 NATL NCR Atleos Corporation | 542,663 | $21.97M | $25.47M | - | $3.5M | 15.92% | -0.106% |
 PRG Prog Holdings Inc. | 923,017 | $26.36M | $39.34M | - | $12.97M | 49.21% | -0.374% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for BRENDAN FINNERTY?
The largest contributions to the portfolio's profits come from the following stocks: Daktronics Inc - $12.89M, Ies Holdings Inc - $5.48M, Frontdoor, Inc - $4.72M, Tiptree Inc - $3.75M, and Prog Holdings Inc - $3.74M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Burford Capital Limited - $17.32M, International Money Express Inc - $5.09M, Onewater Marine Inc - $1.63M, LGI Homes Inc - $843,008.67, and Janus International Group, Inc - $648,254.05. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does BRENDAN FINNERTY's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.71M earned over time. The largest contributors to dividend income include Prog Holdings Inc - $702,030.58, Tiptree Inc - $512,376.05, and Burford Capital Limited - $496,770.47. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are BRENDAN FINNERTY's monthly returns?
BRENDAN FINNERTY's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can BRENDAN FINNERTY's strategy be considered aggressive or moderate?
BRENDAN FINNERTY's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow BRENDAN FINNERTY's strategy?
BRENDAN FINNERTY's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
