Follow-The-Filings

Security

BROS

Dutch Bros Inc. · CL A

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

14 owners 1 new 2 exits max 19.3% (Robert Karr - Joho Capita...)

grid → activity →
owners 14
max % 19.3%
tracked value $1.5B
qoq N 1 A 4 R 5 E 2

holders

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

manager % port activity shares value history
Robert Karr - Joho Capital LLC 2026 Q1 19.3% — 1,418,394 $72M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.2% Add +0.10 pp 2,777,241 $141M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Reduce -0.04 pp 2,593,857 $131M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.1% Reduce -0.10 pp 1,452,514 $74M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Add 0.00 pp 3,233,829 $164M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +0.01 pp 2,006,953 $102M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 11,090,575 $679M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 1,583,649 $97M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 22,632 $1M hist
Natixis Advisors, LLC 2026 Q1 0.0% New 0.0% 21,943 $1M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce -0.05 pp 8,244 $418 hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Add 0.00 pp 7,276 $369 hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce 0.00 pp 4,875 $242 hist
Ancora Advisors LLC 2026 Q1 0.0% — 400 $20 hist
Joel Greenblatt - Gotham Asset Management, LLC exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 43,462 $3M hist
Lee Ainslie - Maverick Capital Ltd exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 8,123 $497 hist

14 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 $965.78M $1.28B $1.64B
Gross profit * $251.3M $340.13M $423.95M
Gross margin * 26.0% 26.6% 25.9%
Net income $1.72M $35.26M $79.84M
Net margin * 0.2% 2.8% 4.9%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $205.26M $357.94M $357.38M
Total non-current assets * $1.56B $2.14B $2.65B
Total assets $1.76B $2.5B $3.01B
Total current liabilities $138.12M $203.07M $240.5M
Total non-current liabilities * $949.97M $1.53B $1.87B
Total equity $364.34M $537.37M $680.82M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $139.92M $246.43M $295.54M
Cash from investing -$227.28M -$212.07M -$241.07M
Cash from financing $200.73M $125.45M -$78.43M
Net change in cash $113.37M $159.81M -$23.95M

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