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BellRing Brands, Inc.

BRBR Consumer Staples
$15.64 $-0.45 (-2.80%)
Market Cap: $1.83 B
Gurus Holding
8
Popularity Rank
#864
% of Shares Held
10.27%
Net Activity (Q4 2025)
+$152.73 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 Q4 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $188.4 M.

Top institutional holders include Cliff Asness and Steven Cohen.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $152.73 M net inflow during the quarter.

Recent activity highlights Jefferies Group who dramatically increased their stake.

Key Holders

Top 5 by Value

$187.01 M
$76.29 M
$24.67 M
$15.23 M
$7.55 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$155.7 M
Total Buy Value
New Buys 1
Additions 7
-$2.98 M
Total Sell Value
Reductions 0
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
2
Net Buyers
8

FAQs for BellRing Brands, Inc. (BRBR)

Major holders include Cliff Asness ($187.01 M), Steven Cohen ($76.29 M), Joel Greenblatt ($24.67 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 12.05 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $152.73 M, with 8 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 0 managers trimmed their positions, while 2 fully exited BRBR. The total reported sell value was $2.98 M.

Yes, 1 managers opened new positions in BRBR, and 7 increased their existing holdings. The total reported buy value was $155.7 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.10% Add 86.9% 7,006,847 $187.01 M Q4 2025
0.09% Add 131.2% 2,854,230 $76.29 M Q4 2025
0.09% Add 21.9% 922,762 $24.67 M Q4 2025
0.03% Add 195.8% 569,824 $15.23 M Q4 2025
0.07% Add 6.8% 282,403 $7.55 M Q4 2025
0.02% Add 1653.2% 210,103 $5.62 M Q4 2025
0.02% Add 1799.8% 134,146 $3.59 M Q4 2025
0.00% New Buy 65,580 $1.75 M Q4 2025
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