BRC Inc. (NYSE:BRCC) Q1 2026 Earnings Call Transcript
Operator: Greetings, and welcome to the Black Rifle Coffee Company First Quarter 2026 Earnings Call. [Operator Instructions] As a reminder, this conference is being recorded.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Engaged Capital Glenn W. Welling | 13,935,560 | $10,816,782 | 3.57% | |
| 2. | Alyeska Investment Group Anand Parekh | 9,615,431 | $7,463,498 | 0.02% | |
| 3. | Nantahala Capital Management Wilmot B. Harkey And Daniel Mack | 2,630,517 | $2,041,807 | 0.08% | |
| 4. | Silver Rock Financial Mubadala Capital And Milken Family Office | 859,986 | $667,521 | 1.34% | |
| 5. | AQR Capital Management Cliff Asness | 843,425 | $654,667 | +533% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $0.75 | 150,000 | $112,500.00 | 601,184 | 2026-03-05 | Filing | |
| $0.74 | 150,000 | $111,000.00 | 2,036,203 | 2026-03-05 | Filing | |
| $1.29 | 100,000 | $129,430.00 | 1,886,203 | 2025-11-17 | Filing | |
| $1.28 | 100,000 | $128,450.00 | 451,184 | 2025-11-12 | Filing | |
| $1.53 | 100,000 | $152,500.00 | 351,184 | 2025-08-08 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $3.17 | 157,729 | $500,000.93 | 0 | 2024-09-13 | Filing | |
| $3.17 | 157,729 | $500,000.93 | 157,729 | 2024-09-13 | Filing | |
| $3.17 | 684,542 | $2,169,998.14 | 315,458 | 2024-09-13 | Filing | |
| $3.26 | 234,865 | $766,693.31 | 0 | 2024-09-12 | Filing | |
| $3.26 | 159,179 | $519,464.75 | 15,851 | 2024-09-12 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,763,804 | $4,473,864 | 0% | |
| 2. | 5,131,172 | $3,982,816 | 0.02% | |
| 3. | 3,400,681 | $2,639,609 | 3.24% | |
| 4. | 2,988,972 | $2,319,442 | 0% | |
| 5. | 2,291,163 | $1,779,069 | 0% |