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 | 1,393,556 | $15,468,472 | 4.73% | |
| 2. | Alyeska Investment Group Anand Parekh | 392,712.4 | $4,359,108 | -60% | 0.01% |
| 3. | Nantahala Capital Management Wilmot B. Harkey And Daniel Mack | 125,717.1 | $1,395,460 | -53% | 0.05% |
| 4. | AQR Capital Management Cliff Asness | 107,305.2 | $1,191,088 | +28% | 0% |
| 5. | Silver Rock Financial Mubadala Capital And Milken Family Office | 85,998.6 | $954,584 | 2.06% |
| 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 |
|---|---|---|---|---|---|---|
| $1.49 | 2,000,000 | $2,980,000.00 | 0 | 2026-06-01 | Filing | |
| $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 |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 615,152.6 | $6,828,194 | 0% | |
| 2. | 575,354 | $6,386,429 | 0.02% | |
| 3. | 372,178.8 | $4,131,185 | 0% | |
| 4. | 295,313.8 | $3,277,983 | 4.28% | |
| 5. | 262,499 | $2,913,739 | 0.38% |