Is BellRing Brands, Inc. (BRBR) A Good Stock To Buy Now?
Is BRBR a good stock to buy? We came across a bullish thesis on BellRing Brands, Inc. on r/ValueInvesting by balance_sheet_bro. In this article, we will summarize the bulls’ thesis on BRBR.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 8,533,460 | $136,535,360 | +22% | 0.06% |
| 2. | Two Sigma Advisors John Overdeck And David Siegel | 3,272,199 | $52,649,682 | +665% | 0.04% |
| 3. | Citadel Investment Group Ken Griffin | 3,051,346 | $49,096,157 | +341% | 0.01% |
| 4. | Diamond Hill Capital Ric Dillon | 2,074,680 | $33,381,601 | 0.21% | |
| 5. | D E Shaw D. E. Shaw | 1,788,251 | $28,772,959 | -29% | 0.02% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $9.24 | 4,000 | $36,940.00 | 13,326 | 2026-05-13 | Filing | |
| $17.75 | 2,000 | $35,500.00 | 7,391 | 2026-02-13 | Filing | |
| $37.98 | 1,316 | $49,999.99 | 8,001 | 2025-08-14 | Filing | |
| $49,999.99 | 1,316 | $65,824,086.84 | 8,001 | 2025-08-14 | Filing | |
| $37.49 | 2,663 | $99,835.87 | 5,198 | 2025-08-06 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $30.93 | 3,970 | $122,792.10 | 54,812 | 2025-12-01 | Filing | |
| $29.00 | 308 | $8,932.00 | 72,690 | 2025-11-07 | Filing | |
| $42.03 | 3,970 | $166,859.10 | 53,866 | 2025-09-03 | Filing | |
| $54.18 | 1,600 | $86,688.00 | 193,978 | 2025-08-01 | Filing | |
| $54.43 | 1,600 | $87,088.00 | 195,578 | 2025-07-25 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 886,977 | $11,477,482 | 0.01% | |
| 2. | 57,000 | $737,580 | 0.01% | |
| 3. | 20,957 | $271,184 | 0.02% | |
| 4. | 11,863 | $153,507 | 0.01% | |
| 5. | 7,760 | $100,414 | 0% |