13FPulse
中
BR

BRBR BELLRING BRANDS INC

2026Q2 · CUSIP 07831C103 · Sector: Consumer

Normal

Fund flows are within the usual range

Funds that own it
350
Institutions that reported holding it to the SEC
Net decrease in holders
22
Last quarter 372 → now 350
How unusual is that
Bottom 20%
Stronger than only 6% of US stocks
What the filings say, in one paragraph

350 funds held BRBR at the end of 2026Q2, down 22 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, the P/E is 7.5x. BRBR has had 7 buying rushes in its history, and the price moved +13.4% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Consumer sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2022Q2: holders=269 2022Q3: holders=273 2022Q4: holders=282 2023Q1: holders=308 2023Q2: holders=308 2023Q3: holders=323 2023Q4: holders=381 2024Q1: holders=418 2024Q2: holders=446 2024Q3: holders=448 2024Q4: holders=501 2025Q1: holders=504 2025Q2: holders=482 2025Q3: holders=437 2025Q4: holders=420 2026Q1: holders=372 2026Q2: holders=350 -58 -29 +0 +29 +58 242386530 22Q222Q423Q223Q424Q224Q425Q225Q426Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 7 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2024Q4 Top 10% -14.1% -49.8%
2024Q2 Top 10% +32.0% +40.9%
2024Q1 Top 10% -3.7% +25.6%
2023Q4 Top 10% +1.9% -1.9%
2023Q3 Top 20% +20.8% +26.5%
2023Q1 Top 10% +4.4% +28.7%
2022Q2 Top 5% -0.7% +24.0%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
169
Change in large funds
-7
Total value they hold
$1.7B
Funds buying for the first time
93
Funds that sold out entirely
115
Price change that quarter
+15.8%
Funds holding puts (bearish)
11
Funds holding calls (bullish)
17

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
7.5
EPS (TTM)
$1.42
EPS YoY
-18.4%
Revenue (TTM)
—
Revenue YoY
—
Net margin
—
ROE
—
Debt ratio
144.4%
FCF (TTM)
$225M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-06-30: EPS 0.29 2022-09-30: EPS 0.36 2022-12-31: EPS 0.33 2023-03-31: EPS 0.23 2023-06-30: EPS 0.33 2023-09-30: EPS 0.34 2023-12-31: EPS 0.33 2024-03-31: EPS 0.43 2024-06-30: EPS 0.56 2024-09-30: EPS 0.54 2024-12-31: EPS 0.59 2025-03-31: EPS 0.45 2025-06-30: EPS 0.16 2025-09-30: EPS 0.48 2025-12-31: EPS 0.36 2026-03-31: EPS 0.29 2026-06-30: EPS 0.29 0.00 0.32 0.65 2022202320242025202606/26 EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 31 7 27 48 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-26M71M168M 20192020202120222023202420252026
Latest quarter $-13M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.