Polymer Capital Management’s Dutch Bros BROS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$876K Buy
12,814
+3,283
+34% +$224K 0.1% 150
2025
Q1
$588K Buy
+9,531
New +$588K 0.15% 116