SEC 13F Intelligence

Davidson Kempner Capital Management LP / BROS

Davidson Kempner Capital Management LP’s Dutch Bros Inc Position

Does Davidson Kempner Capital Management LP own Dutch Bros Inc (BROS)? Not currently — the last reported position was 1.59M shares worth $66M in Q2 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$66M
Q2 2024
Shares
1.59M
% of Portfolio
+1.34%
Quarters Held
5
position exited

Position History BROS

Reported value by quarter
Q3 ’21: $3MQ3 ’21Q3 ’23: $8MQ3 ’23Q4 ’23: $12MQ4 ’23Q1 ’24: $36MQ1 ’24Q2 ’24: $66MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20241.59M$66M+1.34%
Q1 20241.11M$36M+0.53%
Q4 2023371.0K$12M+0.19%
Q3 2023365.0K$8M+0.10%
Q3 202162.0K$3M+0.05%

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