Bayforest Capital’s Dutch Bros BROS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$193K Buy
3,802
+1,728
+83% +$94.5K 0.22% 135
2025
Q4
$127K Sell
2,074
-11,367
-85% -$646K 0.09% 408
2025
Q3
$704K Sell
13,441
-415
-3% -$26.2K 0.33% 59
2025
Q2
$947K Buy
13,856
+3,661
+36% +$239K 0.41% 41
2025
Q1
$629K Buy
10,195
+1,798
+21% +$118K 0.27% 105
2024
Q4
$440K Buy
+8,397
New +$370K 0.55% 8

Other funds holding BROS

Bayforest Capital's BROS Position: Q1 2026 in Review

Bayforest Capital increased its Dutch Bros (BROS) stake by 83% in Q1 2026, buying an estimated $94.5K and bringing the position to 3,802 shares worth $193K. The position accounts for 0.22% of the portfolio, ranked #135.

Bayforest Capital first reported a position in BROS in Q4 2024 and has held it in 6 quarters since. The position peaked at $947K in Q2 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Bayforest Capital held 3,802 shares of Dutch Bros worth $193K as of Q1 2026.
  • Bayforest Capital bought 1,728 Dutch Bros shares in Q1 2026, an estimated $94.5K.
  • Dutch Bros made up 0.22% of Bayforest Capital's portfolio in Q1 2026, its #135 holding.
  • Bayforest Capital first reported a position in Dutch Bros in Q4 2024 and has held it in 6 quarters since.
  • Bayforest Capital's Dutch Bros position peaked at $947K in Q2 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Bayforest Capital's 13F filing for Q1 2026, filed 15 Apr 2026.