2026 Q2 Portfolio Activity
In 2026 Q2, TSG Consumer Partners LP maintained a portfolio of 1 distinct positions. The fund also reduced its exposure to Dutch Bros Inc. by 30.4%.
Position History
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Total Positions
1
Quarter
2026 Q2
Top Holding
BROS (100.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-1 of 1
TSG Consumer Partners LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BROS
Dutch Bros Inc.
|
Consumer Cyclical | 100.00% | 100.00% |
#1
Prev: #1
|
6.0 |
—
|
-692,554 | -30.4% |
P
S
|
1,587,292 | $113,983,439 |
$50.91
+0.2%
|
2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 |
Showing 1-1 of 1 holdings