Joel Greenblatt's BROS Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 43,462 shares of Dutch Bros Inc. (BROS) worth $2.66 M, representing 0.01% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 5 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in BROS for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 28,294 shares. Largest reduction occurred in Q3 2025, reducing 17,539 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Dutch Bros (BROS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Dutch Bros (BROS) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +28,294 | Add 186.54% | 43,462 | $61.22 |
| Q3 2025 | -17,539 | Reduce 53.62% | 15,168 | $52.34 |
| Q2 2025 | +16,418 | Add 100.79% | 32,707 | $68.37 |
| Q1 2025 | +7,025 | Add 75.83% | 16,289 | $61.74 |
| Q4 2024 | +9,264 | New Buy | 9,264 | $52.38 |
Joel Greenblatt's Dutch Bros Investment FAQs
Joel Greenblatt first purchased Dutch Bros Inc. (BROS) in Q4 2024, acquiring 9,264 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Dutch Bros Inc. (BROS) for 5 quarters since Q4 2024.
Joel Greenblatt's largest addition to Dutch Bros Inc. (BROS) was in Q4 2025, adding 43,462 shares worth $2.66 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 43,462 shares of Dutch Bros Inc. (BROS), valued at approximately $2.66 M.
As of the Q4 2025 filing, Dutch Bros Inc. (BROS) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Dutch Bros Inc. (BROS) was 43,462 shares, as reported at the end of Q4 2025.