SEC 13F Intelligence

Tsg Consumer Partners LP / BROS

Tsg Consumer Partners LP’s Dutch Bros Inc Position

Does Tsg Consumer Partners LP own Dutch Bros Inc (BROS)? Yes2.28M shares worth $115M (+100.00% of its 13F portfolio) as of Q1 2026.

Position Value
$115M
Q1 2026
Shares
2.28M
% of Portfolio
+100.00%
Quarters Held
18
currently held

Position History BROS

Reported value by quarter
Q4 ’21: $3.3BQ4 ’21Q1 ’22: $3.3BQ2 ’22: $1.9BQ3 ’22: $1.7BQ3 ’22Q4 ’22: $1.5BQ1 ’23: $1.7BQ2 ’23: $1.5BQ2 ’23Q3 ’23: $1.2BQ4 ’23: $1.5BQ1 ’24: $1.0BQ1 ’24Q2 ’24: $216MQ3 ’24: $167MQ4 ’24: $184MQ4 ’24Q1 ’25: $145MQ2 ’25: $160MQ3 ’25: $119MQ3 ’25Q4 ’25: $140MQ1 ’26: $115Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.28M$115M+100.00%
Q4 20252.28M$140M+100.00%
Q3 20252.28M$119M+100.00%
Q2 20252.35M$160M+100.00%
Q1 20252.35M$145M+100.00%
Q4 20243.51M$184M+100.00%
Q3 20245.22M$167M+31.76%
Q2 20245.22M$216M+32.99%
Q1 202430.55M$1.0B+63.67%
Q4 202346.55M$1.5B+69.70%
Q3 202353.49M$1.2B+64.29%
Q2 202353.49M$1.5B+63.45%
Q1 202353.49M$1.7B+59.26%
Q4 202253.49M$1.5B+52.63%
Q3 202253.49M$1.7B+58.49%
Q2 202259.47M$1.9B+51.65%
Q1 202259.47M$3.3B+66.95%
Q4 202164.47M$3.3B+63.77%

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