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Breakwater Capital Group - Portfolio Stock Holdings

Breakwater Capital Group disclosed 390 stock positions in a recent SEC 13F filing. $832,855,327 of stock holdings were filed, with the largest holdings including JQUA, MGV, and PRF. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $1,019,176,972 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

390

Est. Stock Holding Value:

$832,855,327

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Breakwater Capital Group

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Breakwater Capital Group

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.