Position in BROS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$262,393
New position
Shares Held
3,654
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#364
of 549 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Sage Mountain Advisors LLC holds $627,311 across 2 Restaurants names. BROS ranks #2 (41.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,350 | $364,918 | |
| 2 | BROS |
Dutch Bros Inc.
This page
|
3,654 | $262,393 |
All Filings in BROS
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,393 | 3,654 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||