JC
Joho Capital’s Dutch Bros BROS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120M | Sell |
1,754,789
-164,725
| -9% | -$11.3M | 16.9% | 2 |
|
|
2025
Q1 | $119M | Hold |
1,919,514
| – | – | 20.47% | 2 |
|
|
2024
Q4 | $101M | Hold |
1,919,514
| – | – | 17.45% | 2 |
|
|
2024
Q3 | $61.5M | Buy |
1,919,514
+555,000
| +41% | +$17.8M | 9.71% | 4 |
|
|
2024
Q2 | $56.5M | Hold |
1,364,514
| – | – | 7.99% | 6 |
|
|
2024
Q1 | $45M | Buy |
1,364,514
+1,106,511
| +429% | +$36.5M | 6.25% | 6 |
|
|
2023
Q4 | $8.17M | Buy |
258,003
+3,200
| +1% | +$101K | 1.48% | 9 |
|
|
2023
Q3 | $5.92M | Buy |
+254,803
| New | +$5.92M | 1.33% | 11 |
|
|
2023
Q2 | – | Sell |
-356,803
| Closed | -$11.3M | – | 21 |
|
|
2023
Q1 | $11.3M | Buy |
+356,803
| New | +$11.3M | 2.9% | 8 |
|