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. | Iridian Asset Management David Cohen And Harold Levy | 444,504 | $3,418,236 | +57% | 1.24% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $9.89 | 2,022 | $19,999.99 | 18,180 | 2026-09-08 | Filing | |
| $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 |
| 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. | 1,265,443 | $9,731,257 | 0.01% | |
| 2. | 1,084,423 | $8,339,213 | 0.72% | |
| 3. | 634,990 | $4,883,073 | 0.2% | |
| 4. | 284,751 | $2,189,735 | 0.21% | |
| 5. | 162,137 | $1,246,834 | 0.03% |