Lisanti Capital Growth’s Dutch Bros BROS Stock Holding History

Lisanti Capital Growth’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	–	Sell	-65,840	Closed	-$4.03M	–	111
2025 Q4	$4.03M	Buy	+65,840	New	+$3.74M	0.96%	49
2025 Q3	–	Sell	-49,870	Closed	-$3.41M	–	107
2025 Q2	$3.41M	Buy	49,870 +37,595	+306%	+$2.45M	0.95%	46
2025 Q1	$758K	Buy	+12,275	New	+$808K	0.23%	102
2022 Q2	–	Sell	-119,615	Closed	-$6.61M	–	108
2022 Q1	$6.61M	Buy	+119,615	New	+$6.1M	0.74%	56

Other funds holding BROS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Lisanti Capital Growth's BROS Position: Q1 2026 in Review

Lisanti Capital Growth sold out of Dutch Bros (BROS) in Q1 2026, closing a stake of 65,840 shares — an estimated $4.03M sold.

Lisanti Capital Growth first reported a position in BROS in Q1 2022 and held it in 4 quarters. The position peaked at $6.61M in Q1 2022. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

Lisanti Capital Growth reported no remaining Dutch Bros position as of Q1 2026 after selling out during the quarter.
Lisanti Capital Growth sold 65,840 Dutch Bros shares in Q1 2026, an estimated $4.03M.
Lisanti Capital Growth first reported a position in Dutch Bros in Q1 2022 and held it in 4 quarters.
Lisanti Capital Growth's Dutch Bros position peaked at $6.61M in Q1 2022.
506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Lisanti Capital Growth's 13F filing for Q1 2026, filed 7 May 2026.