TSG Consumer Partners LP

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), TSG Consumer Partners LP reported 1 stock position worth $183.8 million. Its top holding was Dutch Bros Class A (BROS) at 100.0% of the portfolio. Compared with Q3 2024, it sold out of 1 and reduced 1. The biggest sale was an exit from Duckhorn Portfolio (NAPA).

Most Recent 13F
Q2 2026
Location
Larkspur, CA
CIK
0001910156
Portfolio Value
$183.8M (Q4 2024)
SEC Filing
0000950123-25-002050 ↗ filed Feb 13, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.6B Q1 2024 Q2 2024: $654.8M Q2 2024 Q3 2024: $526.2M Q3 2024 Q4 2024: $183.8M $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 1 stocks · $183.8M
BROS Dutch Bros Inc. Class A 100.00% 3,508,406 $183.8M Reduce -32.8%

Portfolio Sells Q3 2024 → Q4 2024
NAPA The Duckhorn Portfolio Inc. Sold out 0.00% −68.24
BROS Dutch Bros Inc. Class A Reduce -32.8% 100.00% +68.24

Portfolio Buys Q3 2024 → Q4 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