Oarsman Capital’s Dutch Bros BROS Stock Holding History

Oarsman Capital’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
2025 Q1	–	Sell	-1,000	Closed	-$52.4K	–	328
2024 Q4	$52.4K	Hold	1,000	–	–	0.01%	435
2024 Q3	$32K	Buy	+1,000	New	+$35.2K	0.01%	521

Other funds holding BROS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

TCP

TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Oarsman Capital's BROS Position: Q1 2025 in Review

Oarsman Capital sold out of Dutch Bros (BROS) in Q1 2025, closing a stake of 1,000 shares — an estimated $52.4K sold.

Oarsman Capital first reported a position in BROS in Q3 2024 and held it in 2 quarters. The position peaked at $52.4K in Q4 2024. 466 funds tracked by Wall St. Rank hold BROS as of Q1 2025.

Oarsman Capital reported no remaining Dutch Bros position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 1,000 Dutch Bros shares in Q1 2025, an estimated $52.4K.
Oarsman Capital first reported a position in Dutch Bros in Q3 2024 and held it in 2 quarters.
Oarsman Capital's Dutch Bros position peaked at $52.4K in Q4 2024.
466 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.