Hedges Asset Management LLC BROS — DUTCH BROS INC

Ownership history in Hedges Asset Management LLC  ·  13 quarters on record

AI Ownership Summary

Hedges Asset Management LLC reported DUTCH BROS INC (BROS) in 13 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.61% in 2025 Q2. The latest visible filing shows BROS at 0.52% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BROS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hedges Asset Management LLC'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 Q2

BROS was reported at 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.61% in 2025 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

BROS stock page Hedges Asset Management LLC fund profile Hedges Asset Management LLC full holdings
How Hedges Asset Management LLC held BROS — position size vs. price
% of Fund (quarterly)    BROS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 11,100 +2,500 +29.1% 0.52% $797K 2026-07-27 $64.83
2025 Q4 UNCHANGED — — — 8,600 — 0% 0.37% $526K 2026-01-27 $57.82
2025 Q3 REDUCED 22.5% +23.2% ❌ 8,600 -2,500 -22.5% 0.34% $450K 2025-10-08 $47.93
2025 Q2 UNCHANGED — — — 11,100 — 0% 0.61% $759K 2025-07-07 $66.47
2025 Q1 UNCHANGED — — — 11,100 — 0% 0.45% $685K 2025-04-24 $61.51
2024 Q4 REDUCED — — — 11,100 -300 -2.6% 0.38% $581K 2025-01-17 $59.70
2024 Q3 ADDED — — — 11,400 +2,500 +28.1% 0.24% $365K 2024-10-24 $35.40
2024 Q2 UNCHANGED — — — 8,900 — 0% 0.26% $368K 2024-07-19 $39.17
2024 Q1 REDUCED — — — 8,900 -400 -4.3% 0.21% $294K 2024-04-24 $28.53
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BROS

As of 2026 Q2 — sorted by position size

Savoir Faire Capital Management, L.P. 3.8% CAMELOT TECHNOLOGY ADVISORS, INC. 2.03% Taylor Frigon Capital Management LLC 3Y 7Y 1.55% Pembroke Management, LTD 3Y 7Y 1.29% Hyperion Asset Management Ltd 3Y 1.14% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.64% Camelot Portfolios, LLC 3Y 7Y 0.57% WASATCH ADVISORS LP 3Y 7Y 0.49% Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.48% TRUE Private Wealth Advisors 3Y 7Y 0.37%

FAQ About Hedges Asset Management LLC and BROS

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

How long has Hedges Asset Management LLC reported owning BROS?

Hedges Asset Management LLC reported BROS across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BROS position in Hedges Asset Management LLC's portfolio?

The largest reported portfolio weight for BROS was 0.61% in 2025 Q2.

What is the latest reported BROS position on this page?

The most recent filing on this page is 2026 Q2, when Hedges Asset Management LLC reported 11,100 shares, equal to 0.52% of portfolio, with an estimated market value of $797K.

What does the chart on this BROS ownership page compare?

The chart compares Hedges Asset Management LLC'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.

How well did Hedges Asset Management LLC time their BROS position?

Based on 13F filing dates vs. subsequent BROS price moves, Hedges Asset Management LLC correctly timed 1 out of 6 reported position changes (17%). The annualised alpha on BROS relative to SPY over the holding period was +4.0%.

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