Position in BROS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$35,905
+$10,575 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#433
of 549 holders
Holding Since
Jun 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BROS Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Caitlin John, LLC holds $629,702 across 8 Restaurants names. BROS ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DPZ |
Dominos Pizza Inc
|
898 | $265,843 | |
| 2 | MCD |
Mcdonalds Corp
|
871 | $235,439 | |
| 3 | YUM |
Yum Brands Inc
|
292 | $46,679 | |
| 4 | BROS |
Dutch Bros Inc.
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|
500 | $35,905 | |
| 5 | SBUX |
Starbucks Corp
|
231 | $23,605 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
248 | $10,135 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
199 | $6,766 | |
| 8 | CBRL |
Cracker Barrel Old Country Store, Inc
|
100 | $5,330 |
All Filings in BROS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,905 | 500 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $25,330 | 500 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $41,690 | 681 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $43,703 | 835 | Shares | Sole | 2025-11-12 | |
| 2024-06-30 | $4,140 | 100 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||