Which hedge funds own BROS? DUTCH BROS INC, Q2 2026 13F holders
53 tracked hedge funds disclosed a position in BROS (DUTCH BROS INC) in their Q2 2026 13F filings, worth $765.6m in total. The largest holder by portfolio weight is Crestwood Capital Management, L.P. at 11.0% of its book. 17 opened a new position this quarter: Aquatic Capital Management LLC, Quantbot Technologies LP, Fox Run Management, L.L.C., Gsa Capital Partners LLP. 11 exited: Paloma Partners Management Co, Delta Global Management LP, Night Squared LP.
- 53
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 17
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 11
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $38.3m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $51.1m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $766m
- Combined value Sum of the holders' reported positions in the security.
- 4.3%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Paloma Partners Management Co | 1.2% | $2.1m |
| Delta Global Management LP | 1.1% | $13.5m |
| Night Squared LP | 0.3% | $2.0m |
| Bayforest Capital Ltd | 0.2% | $193k |
| Dockside LLC | 0.2% | $716k |
| Twin Tree Management, LP | 0.2% | $796k |
| Holocene Advisors, LP | 0.07% | $29.5m |
| Machina Capital S.A.S. | 0.04% | $225k |
| Polar Asset Management Partners Inc. | 0.04% | $1.6m |
| Mirabella Financial Services LLP | 0.02% | $243k |
| SummitTX Capital, L.P. | 0.01% | $214k |
Ownership over time
Who discovered BROS first? Beta
| Crestwood Capital Management, L.P. high conviction | Q1 2024 | +12.0 pts |
| Cannon Global Investment Management, LLC | Q4 2023 | +1.1 pts |
| Diametric Capital, LP | Q2 2024 | +0.8 pts |
| Shellback Capital, LP | Q2 2024 | +0.7 pts |
| Ghisallo Capital Management LLC | Q4 2021 | +0.3 pts |
| Aperture Investors, LLC | Q1 2025 | +0.3 pts |
| Davidson Kempner Capital Management LP | Q2 2024 | +0.2 pts |
| Waratah Capital Advisors Ltd. high conviction | Q2 2024 | −1.2 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.