BROS — DUTCH BROS INC

Ownership history in Bayesian Capital Management, LP  ·  6 quarters on record

This page tracks every 13F SEC filing in which Bayesian Capital Management, LP reported a position in DUTCH BROS INC (BROS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.43% (2024 Q4)
Avg. % of fund
0.22%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 35,800 +16,999 +90.4% 0.38% $1.9M $52.34
2025 Q2 REDUCED 18,801 -48,500 -72.1% 0.20% $1.3M $68.37
2024 Q4 ADDED 67,301 +28,501 +73.5% 0.43% $3.5M $52.38
2024 Q2 ADDED 38,800 +14,200 +57.7% 0.18% $1.6M $41.40
2024 Q1 ADDED 24,600 +11,000 +80.9% 0.08% $812K $33.00
2022 Q4 INITIATED 13,600 — — 0.06% $383K —
% of Fund (quarterly)    BROS price (monthly, adj. close)

Other funds also holding BROS

As of 2025 Q4 — sorted by position size

TSG Consumer Partners LP 3Y 100.0% JOHO CAPITAL LLC 3Y 7Y 18.53% Crestwood Capital Management, L.P. 3Y 7Y 11.06% Savoir Faire Capital Management, L.P. 3.39% Revere Asset Management, Inc 3.27% Watershed Asset Management, L.L.C. 3Y 7Y 3.27% DEEPWATER ASSET MANAGEMENT, LLC 3Y 3.19% MANE GLOBAL CAPITAL MANAGEMENT LP 3Y 3.19% Aperture Investors, LLC 3Y 3.04% Shellback Capital, LP 3Y 7Y 2.1%
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