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:
27.16%
Gain +0.82%
Monthly
0.82%
Yearly
10.27%
Drawdown
26.7%
$349.48M
Equity
Holdings
$349.48M
Investment
$328.68M
$46.98M
Profit +$2.65M
Realized
$26.18M
Unrealized
$20.8M
Dividends
$1.71M
Goals
Avg. 79.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.82%
Profit
$2.65M
Win %
80%
This Week
Compared To Last Week
Gain
-1.42%
Profit
-$5.04M
Win %
80%
This Month
Compared to last month
Gain
0.5%
Profit
$1.74M
Win %
80%
This Year
Compared to last year
Gain
2.94%
Profit
$23.07M
Win %
81%
BUR Burford Capital Limited
+4.45%
+$851,515.21 
CARG CarGurus, Inc.
+2.83%
+$228,831.68 
CARS Cars.com Inc.
+2.74%
+$552,287.84 
DAKT Daktronics Inc.
+2.51%
+$745,964.25 
FTDR Frontdoor, Inc.
+1.4%
+$400,120.32 
HGV Hilton Grand Vacations Inc.
+0.77%
+$362,422.32 
MANU Manchester United plc
+0.39%
+$110,089.44 
BATRK Atlanta Braves Holdings, Inc.
+0.2%
+$86,726.5 
Events
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Dividends
Dividend Analysis
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| Trades 101 | Longs Won 72/101 71% | Profit Factor 2.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.45M |
| Average Win $1.3M | Best Trade (Sep 30) $7.51M | Sharpe Ratio -6.23 |
| Average Loss -$1.6M | Worst Trade (Jun 15) -$15.2M | Z-Score 4.2 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 3d | Expectancy $465,162.44 |
| 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% | 0.34% |
| Consecutive Losing Trades | 218 | 196 | 175 | 153 | 131 | 109 | 87 | 65 | 44 | 22 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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