BROS
Dutch Bros Inc
Dutch Bros Inc historical holders
total: 2
Joho Capital Dutch Bros Inc transactions over time
- Total transactions:
- 8
- New positions:
- 2
- Sold out:
- 1
- Added:
- 3
- Reduced:
- 2
- Held since:
- 2023 Q3
- Held for:
- 11 quarters
- Latest activity:
- 2025 Q3
Robert Karr has been an institutional investor in Dutch Bros Inc (BROS) since 2023 Q1. According to 2026 Q1 report, Robert Karr holds 1,418,394 shares with a market value of roughly $71.86M representing 19.26% of their equity portfolio. The fund/company first acquired BROS in 2023 Q1, initially purchasing 356,803 shares. Robert Karr later completely sold out the position and reinvested in BROS again in 2023 Q3. Since the initial investment, Joho Capital has made 7 more transactions in this position.
Does Robert Karr still hold BROS?
Yes, Robert Karr continues to hold Dutch Bros Inc (BROS). According to their 2026 Q1 report, they maintain a position of 1,418,394 shares valued at approximately $71.86M, representing 19.26% of their equity portfolio.
When did Robert Karr first invest in BROS?
Robert Karr first invested in Dutch Bros Inc (BROS) in 2023 Q1 at the reported quarter-end price of $31.63 per share, acquiring 356,803 shares in their initial purchase.
What is Robert Karr's average cost basis for BROS?
Based on historical transaction data, Robert Karr's estimated cost basis for Dutch Bros Inc (BROS) is approximately $31.42 per share. This represents their average reported price* across all buy transactions.
Has Robert Karr reinvested in BROS after selling?
Yes, Robert Karr has shown renewed interest in Dutch Bros Inc (BROS). After completely selling their position, they reinitiated an investment in 2023 Q3, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $31.42
- Weighted AVG sell price:
- $57.61
BROS transactions history by Joho Capital
8 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q3
|
13.19%
|
1,418,394
|
$52.34
|
$74,238,742
|
-19.17% (-336,395)
|
-2.48%
|
|
2025 Q2
|
16.90%
|
1,754,789
|
$68.37
|
$119,974,924
|
-8.58% (-164,725)
|
-1.95%
|
|
2024 Q3
|
9.71%
|
1,919,514
|
$32.03
|
$61,482,033
|
+40.67% (+555,000)
|
+2.81%
|
|
2024 Q1
|
6.25%
|
1,364,514
|
$33.00
|
$45,028,962
|
+428.88% (+1,106,511)
|
+5.06%
|
|
2023 Q4
|
1.48%
|
258,003
|
$31.67
|
$8,170,955
|
+1.26% (+3,200)
|
+0.02%
|
|
2023 Q3
|
1.33%
|
254,803
|
$23.25
|
$5,924,170
|
new
|
+1.33%
|
|
2023 Q2
|
0.00%
|
0
|
$31.63
|
|
-100% (-356,803)
|
-2.9%
|
|
2023 Q1
|
2.90%
|
356,803
|
$31.63
|
$11,285,679
|
new
|
+2.9%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.