SEC 13F Intelligence

Shellback Capital, LP / BROS

Shellback Capital, LP’s Dutch Bros Inc Position

Does Shellback Capital, LP own Dutch Bros Inc (BROS)? Yes — 347.0K shares worth $18M (+2.50% of its 13F portfolio) as of Q1 2026, down from 359.0K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
347.0K
% of Portfolio
+2.50%
Quarters Held
5
currently held

Position History BROS

Reported value by quarter
Q3 ’21: $2MQ3 ’21Q1 ’24: $3MQ1 ’24Q2 ’24: $25MQ2 ’24Q4 ’25: $22MQ4 ’25Q1 ’26: $18MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026347.0K$18M+2.50%
Q4 2025359.0K$22M+2.10%
Q2 2024608.3K$25M+1.85%
Q1 202481.2K$3M+0.18%
Q3 202135.0K$2M+0.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Shellback Capital, LP’s full portfolio or all institutional holders of BROS.