TSG Consumer Partners LP — 13F Holdings

2026 Q2  ·  1 Positions

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 hover any row below to update
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TSG Consumer Partners LP Larkspur, CA Private Equity AUM $114M
PCA Score Concentration Risk
Risk ENB
Total Positions
1
Quarter
2026 Q2
Top Holding
BROS (100.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
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Showing 1-1 of 1

TSG Consumer Partners LP Full Holdings List — 2026 Q2

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
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%
$71.81 -29.0%
2021 Q4 13F Filing 2026-06-30 2026-08-10
Showing 1-1 of 1 holdings

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