Timelo Investment Management Inc.

Position in BROS — Dutch Bros Inc.

CIK 1851296 Aurora, A6

Position in BROS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,010,680

-$421,000 QoQ

Shares Held

28,000

-41.7% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

2.55%

of 13F equity value

Holder Rank

#191

of 549 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Timelo Investment Management Inc. holds $5,793,280 across 3 Restaurants names. BROS ranks #2 (34.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EAT	Brinker International, Inc	13,000	$2,184,000
2	BROS	Dutch Bros Inc. This page	28,000	$2,010,680
3	YUM	Yum Brands Inc	10,000	$1,598,600

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,010,680	28,000	-41.7%	Shares	Sole	2026-08-13
2026-03-31	$2,431,680	48,000	+6.7%	Shares	Sole	2026-05-14
2025-12-31	$2,754,900	45,000	+60.7%	Shares	Sole	2026-02-13
2025-09-30	$1,465,520	28,000	—	Shares	Sole	2025-11-13
No filing history on record for this holder in this stock.