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Lighthouse Investment Partners’s Dutch Bros BROS Stock Holding History

Lighthouse Investment Partners’s Portfolio BROS Stock Details BROS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.65M Sell
32,475
-52,874
-62% -$2.89M 0.06% 342
2025
Q4 		$5.23M Buy
+85,349
New +$4.85M 0.16% 184
2024
Q4 		– Sell
-33,500
Closed -$1.07M – 511
2024
Q3 		$1.07M Buy
+33,500
New +$1.18M 0.04% 321

Other funds holding BROS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Lighthouse Investment Partners's BROS Position: Q1 2026 in Review

Lighthouse Investment Partners reduced its Dutch Bros (BROS) stake by 62% in Q1 2026, selling an estimated $2.89M and leaving 32,475 shares worth $1.65M. The position accounts for 0.06% of the portfolio, ranked #342.

Lighthouse Investment Partners first reported a position in BROS in Q3 2024 and has held it in 3 quarters since. The position peaked at $5.23M in Q4 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Lighthouse Investment Partners held 32,475 shares of Dutch Bros worth $1.65M as of Q1 2026.
  • Lighthouse Investment Partners sold 52,874 Dutch Bros shares in Q1 2026, an estimated $2.89M.
  • Dutch Bros made up 0.06% of Lighthouse Investment Partners's portfolio in Q1 2026, its #342 holding.
  • Lighthouse Investment Partners first reported a position in Dutch Bros in Q3 2024 and has held it in 3 quarters since.
  • Lighthouse Investment Partners's Dutch Bros position peaked at $5.23M in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Lighthouse Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.