TSG Consumer Partners LP

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), TSG Consumer Partners LP reported 1 stock position worth $119.3 million. Its top holding was Dutch Bros Class A (BROS) at 100.0% of the portfolio. Compared with Q2 2025, it reduced 1. The biggest sale was Dutch Bros Class A (BROS, shares −3%).

Most Recent 13F
Q2 2026
Location
Larkspur, CA
CIK
0001910156
Portfolio Value
$119.3M (Q3 2025)
SEC Filing
0001193125-25-280225 ↗ filed Nov 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 Q4 2024 Q1 2025: $144.9M Q1 2025 Q2 2025: $160.5M Q2 2025 Q3 2025: $119.3M $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 · $119.3M
BROS Dutch Bros Inc. Class A 100.00% 2,279,846 $119.3M Reduce -2.9%

Portfolio Sells Q2 2025 → Q3 2025
BROS Dutch Bros Inc. Class A Reduce -2.9% 100.00% 0.00

Portfolio Buys Q2 2025 → Q3 2025
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