None · None

BellRing Brands, Inc. BRBR

BellRing Brands, Inc., together with its subsidiaries, provides various nutrition products in the United States. The company offers ready-to-drink (RTD) protein shakes, other RTD beverages, protein powders, nutrition bars, and other products primarily under the Premier Protein and Dymatize brands.

Company profile

Business mix

  • The company offers ready-to-drink (RTD) protein shakes, other RTD beverages, protein powders, nutrition bars, and other products primarily under the Premier Protein and Dymatize brands.
  • It distributes its products through club stores, food, drug and mass retailers, e-commerce, online and specialty retailers, and convenience stores channels.
  • BellRing Brands, Inc. was incorporated in 2019 and is headquartered in Saint Louis, Missouri.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in packaged foods?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Yacktman Asset Management Stephen Yacktman 0.3% $24.1M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 2 Last 3 13F filing periods
Net reducers 0 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $46.4M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +2661.1% +2,333,087 / 87,675
Yacktman Asset Management Stephen Yacktman 1 filing periods
13F 2026-03-31 Filed 2026-05-01
New Shares - 13F value change +$24.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 0 Last 3 periods +1,498,000 (New) Total shares 1,498,000 Value $24.1M
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 763.1% 13F value change +$22.4M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 21.9% 13F value change -$2.8M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 87,675 Last 3 periods +835,087 (+952.5%) Total shares 922,762 Value $24.7M

Recent mentions

No public mentions.