Position
Shellback Capital, LP in Dutch Bros Inc.
Back to the book · All holders of BROS
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$3.66M$61.22 → $50.66
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 359K | $22M | — | — | — | 2.1% |
| Q1 2026 | 347K | $17.6M | $50.66 | −$3.66M | −$734.6K | 2.5% |