Follow-The-Filings

Security

BRCC

Brc Inc. · COM CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

7 owners 2 new 2 exits max 3.6% (Glenn Welling - Engaged C...)

grid → activity →
owners 7
max % 3.6%
tracked value $16M
qoq N 2 A 2 R 1 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Glenn Welling - Engaged Capital LLC 2026 Q1 3.6% — 13,935,560 $11M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 4,197,568 $5M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 843,425 $655 hist
Renaissance Technologies LLC 2026 Q1 0.0% New 0.0% 298,678 $232 hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% New 0.0% 125,092 $98 hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 31,473 $24 hist
Ancora Advisors LLC 2026 Q1 0.0% — 100 — hist
Israel Englander - Millennium Management LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 1,338,730 $1M hist
D. E. Shaw & Co., Inc. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 610,281 $677 hist

7 current · 2 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $275.97M $391.49M $398.26M
Gross profit $93.78M $161.17M $137.95M
Gross margin * 34.0% 41.2% 34.6%
Net income -$12.26M -$2.95M -$11.91M
Net margin * -4.4% -0.8% -3.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $138.08M $95.47M $100.32M
Total non-current assets * $101.54M $131.91M $108.92M
Total assets $239.63M $227.38M $209.24M
Total current liabilities $74.1M $75.22M $76.09M
Total non-current liabilities $106.07M $102.67M $65.13M
Total equity $21.48M $13.17M $45.65M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$40.36M $11.31M -$9.81M
Cash from investing -$13.3M -$7.71M $1.42M
Cash from financing $22.8M -$10.7M $5.91M
Net change in cash -$30.86M -$7.1M -$2.48M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders