BROS — DUTCH BROS INC

Ownership history in Shellback Capital, LP  ·  4 quarters on record

This page tracks every 13F SEC filing in which Shellback Capital, 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
2.1% (2025 Q4)
Avg. % of fund
1.05%
First filed
2021 Q3
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 359,000 -249,339 -41.0% 2.10% $22.0M $61.22
2024 Q2 ADDED 608,339 +527,161 +649.4% 1.85% $25.2M $41.40
2024 Q1 ADDED 81,178 +46,178 +131.9% 0.18% $2.7M $33.00
2021 Q3 INITIATED 35,000 — — 0.09% $1.5M $43.32
% 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% CAMELOT TECHNOLOGY ADVISORS, INC. 1.91%
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