TSG Consumer Partners LP

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), TSG Consumer Partners LP reported 2 stock positions worth $1.6 billion. Its top holding was Dutch Bros Class A (BROS) at 63.7% of the portfolio, followed by Duckhorn Portfolio (NAPA, 36.3%). Compared with Q4 2023, it sold out of 1 and reduced 1. The biggest sale was Dutch Bros Class A (BROS, shares −34%).

Most Recent 13F
Q2 2026
Location
Larkspur, CA
CIK
0001910156
Portfolio Value
$1.6B (Q1 2024)
SEC Filing
0000950123-24-004839 ↗ filed May 14, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.6B $1.6B Q1 2024 Q2 2024: $654.8M Q2 2024 Q3 2024: $526.2M Q3 2024 Q4 2024: $183.8M Q4 2024 Q1 2025: $144.9M Q1 2025 Q2 2025: $160.5M Q2 2025 Q3 2025: $119.3M Q3 2025 Q4 2025: $139.6M Q4 2025 Q1 2026: $115.5M Q1 2026 Q2 2026: $114.0M Q2 2026

Holdings 2 stocks · $1.6B
BROS Dutch Bros Inc. Class A 63.67% 30,550,818 $1.0B Reduce -34.4%
NAPA The Duckhorn Portfolio Inc. 36.33% 61,795,016 $575.3M No change

Portfolio Sells Q4 2023 → Q1 2024
BROS Dutch Bros Inc. Class A Reduce -34.4% 63.67% −6.03
HOOD Robinhood Markets Inc. Class A Sold out 0.00% −1.52

Portfolio Buys Q4 2023 → Q1 2024
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1$114.0MBROS
Q1 2026 1$115.5MBROS
Q4 2025 1$139.6MBROS
Q3 2025 1$119.3MBROS
Q2 2025 1$160.5MBROS
Q1 2025 1$144.9MBROS
Q4 2024 1$183.8MBROS
Q3 2024 2$526.2MNAPA, BROS
Q2 2024 2$654.8MNAPA, BROS
Q1 2024 2$1.6BBROS, NAPA