Shellback Capital, LP

Position in BRCB — Black Rock Coffee Bar, Inc.

CIK 1591744 BOSTON, MA

Position in BRCB

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,454,800

-$2,662,700 QoQ

Shares Held

190,000

-17.4% QoQ

Ownership

0.380%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Mar 31, 2026

Shellback Capital, LP holds $24,842,926 across 4 Restaurants names. BRCB ranks #3 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BROS	Dutch Bros Inc.	347,000	$17,579,020
2	EAT	Brinker International, Inc	22,800	$3,255,156
3	BRCB	Black Rock Coffee Bar, Inc. This page	190,000	$2,454,800
4	MCD	Mcdonalds Corp	5,000	$1,553,950

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,454,800	190,000	-17.4%	Shares	Sole	2026-05-15
2025-12-31	$5,117,500	230,000	0.0%	Shares	Sole	2026-02-17
2025-09-30	$5,487,800	230,000	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.