BROS β€” DUTCH BROS INC

Ownership history in Bayforest Capital Ltd  Β·  6 quarters on record

AI Ownership Summary

Bayforest Capital Ltd reported DUTCH BROS INC (BROS) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.55% in 2024 Q4. The latest visible filing shows BROS at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BROS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bayforest Capital Ltd's position in DUTCH BROS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BROS was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.55% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bayforest Capital Ltd held BROS β€” position size vs. price
% of Fund (quarterly)    BROS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 3,802 +1,728 +83.3% 0.22% $193K 2026-04-15 $51.72
2025 Q4 REDUCED 2,074 -11,367 -84.6% 0.09% $127K 2026-01-27 $57.82
2025 Q3 REDUCED 13,441 -415 -3.0% 0.33% $704K 2025-10-24 $56.91
2025 Q2 ADDED 13,856 +3,661 +35.9% 0.41% $947K 2025-07-28 $59.23
2025 Q1 ADDED 10,195 +1,798 +21.4% 0.26% $312K 2025-05-08 $64.45
2024 Q4 INITIATED 8,397 β€” β€” 0.55% $440K 2025-02-14 $81.97

FAQ About Bayforest Capital Ltd and BROS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bayforest Capital Ltd reported owning BROS?

Bayforest Capital Ltd reported BROS across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BROS position in Bayforest Capital Ltd's portfolio?

The largest reported portfolio weight for BROS was 0.55% in 2024 Q4.

What is the latest reported BROS position on this page?

The most recent filing on this page is 2026 Q1, when Bayforest Capital Ltd reported 3,802 shares, equal to 0.22% of portfolio, with an estimated market value of $193K.

What does the chart on this BROS ownership page compare?

The chart compares Bayforest Capital Ltd's quarterly BROS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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