Position in BROS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$206,525
-$125,094 QoQ
Shares Held
2,876
-56.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#395
of 549 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 29%
Shared 71%
None 0%
Common Shares in BROS Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $12,291,702 across 15 Restaurants names. BROS ranks #13 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
17,296 | $4,675,281 | |
| 2 | SBUX |
Starbucks Corp
|
26,003 | $2,657,246 | |
| 3 | DRI |
Darden Restaurants Inc
|
3,588 | $739,163 | |
| 4 | EAT |
Brinker International, Inc
|
4,298 | $722,064 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
3,074 | $593,989 | |
| 6 | CAVA |
Cava Group, Inc.
|
6,038 | $473,861 | |
| 7 | YUM |
Yum Brands Inc
|
2,889 | $461,835 | |
| 8 | WEN |
Wendy's Co
|
52,155 | $432,364 |
All Filings in BROS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,525 | 2,876 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $331,619 | 6,546 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||