Stone House Investment Management, LLC
Position in BROS — Dutch Bros Inc.
CIK 1696497
TUNKHANNOCK, PA
Position in BROS
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$44,276
-$9,169 QoQ
Shares Held
874
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BROS Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Stone House Investment Management, LLC holds $381,460 across 13 Restaurants names. BROS ranks #3 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
539 | $167,515 | |
| 2 | YUM |
Yum Brands Inc
|
408 | $63,435 | |
| 3 | BROS |
Dutch Bros Inc.
This page
|
874 | $44,276 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
760 | $37,072 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
1,063 | $34,026 | |
| 6 | CAVA |
Cava Group, Inc.
|
266 | $21,519 | |
| 7 | SBUX |
Starbucks Corp
|
62 | $5,554 | |
| 8 | WEN |
Wendy's Co
|
505 | $3,509 |
All Filings in BROS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,276 | 874 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $53,445 | 873 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $45,692 | 873 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $59,687 | 873 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $53,899 | 873 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $27,962 | 873 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $36,142 | 873 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $28,809 | 873 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $26,191 | 827 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $13,996 | 602 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $17,126 | 602 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $13,126 | 415 | Shares | Sole | 2023-04-26 | |
| No filing history on record for this holder in this stock. | ||||||