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Breakout Capital Partners, LP

Location
NEW YORK, NY
Portfolio Value
Small $119,613,222
Diversification
Moderately concentrated
Filing Date
Global Rank
#5,315 / 8,605 ▲ 1008 · as of Mar 2026
Top Industry
Banks - Regional 33.3%
3Y Alpha vs SPY
-19.4%
Period ended 3 months ago
Filed May 15, 2026 · 55d
10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+3.8%
SPY
+54.1%
Annualised alpha
-18.2%
Max drawdown
−21.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

5 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
27.8%
−2.2 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
2,167
Dec 2023 → Mar 2026 · range 1,742 – 3,664
Moderately concentrated−433

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Financial Services 33.3% $39,832,671
Technology 27.8% $33,198,108
Energy 20.5% $24,538,721
Consumer Cyclical 18.4% $22,043,722

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
1 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
2 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
1 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
No qualifying positions this quarter.

Portfolio Positions

Export CSV View 13F filing
5 positions · $119,613,222 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History