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BellRing Brands, Inc.

BRBR Consumer Staples
$8.91 $-0.14 (-1.55%)
Market Cap: $1.04 B
Gurus Holding
9
Popularity Rank
#654
% of Shares Held
12.86%
Net Activity (Q1 2026)
+$45.9 M

Guru Ownership Trend

Guru Analysis for BellRing Brands, Inc. (BRBR)

BellRing Brands, Inc. (BRBR), a key player in the Consumer Staples sector, continues to attract institutional attention.

As of Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $133.21 M.

Top institutional holders include Cliff Asness and Diamond Hill Capital.

Institutional sentiment is currently Bullish. This is evidenced by a $45.9 M net inflow during the quarter.

Recent activity highlights Diamond Hill Capital who opened a new position. Conversely, Jefferies Group reduced exposure by 82.2%.

Key Holders

Top 5 by Value

$136.54 M
$23.78 M
$15.04 M
$11.91 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$81.56 M
Total Buy Value
New Buys 2
Additions 3
-$35.66 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
5

FAQs for BellRing Brands, Inc. (BRBR)

Major holders include Cliff Asness ($136.54 M), Diamond Hill Capital ($33.38 M), Joel Greenblatt ($23.78 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 14.95 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $45.9 M, with 5 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited BRBR. The total reported sell value was $35.66 M.

Yes, 2 managers opened new positions in BRBR, and 3 increased their existing holdings. The total reported buy value was $81.56 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.06% Add 21.8% 8,533,460 $136.54 M Q1 2026
0.21% New Buy 2,074,680 $33.38 M Q1 2026
0.07% Add 60.2% 1,477,982 $23.78 M Q1 2026
0.02% Reduce -67.3% 934,836 $15.04 M Q1 2026
0.04% New Buy 739,944 $11.91 M Q1 2026
0.01% Reduce -13.0% 495,708 $7.98 M Q1 2026
0.03% Add 86.1% 391,087 $6.29 M Q1 2026
0.04% Reduce -1.3% 278,674 $4.48 M Q1 2026
0.00% Reduce -82.2% 23,889 $384,374 Q1 2026
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Value
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SEC Form