BRC Inc. (NYSE:BRCC) Q3 2025 Earnings Call Transcript
Operator: Greetings, and welcome to the Black Rifle Coffee Company Third Quarter 2025 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 | $21,739,474 | +3% | 5.33% |
| 2. | Alyeska Investment Group Anand Parekh | 10,388,195 | $16,205,584 | 0.05% | |
| 3. | Nantahala Capital Management Wilmot B. Harkey And Daniel Mack | 2,630,517 | $4,103,607 | 0.14% | |
| 4. | Millennium Management Israel Englander | 1,900,439 | $2,964,685 | +72% | 0% |
| 5. | D E Shaw D. E. Shaw | 677,407 | $1,056,755 | -9% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $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 | |
| $1.32 | 100,000 | $131,500.00 | 1,786,203 | 2025-08-07 | Filing | |
| $1.25 | 400,000 | $500,000.00 | 13,935,560 | 2025-07-18 | 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. | 5,660,862 | $8,830,945 | 0% | |
| 2. | 4,297,313 | $6,703,808 | 0.03% | |
| 3. | 4,152,681 | $6,478,183 | 0% | |
| 4. | 3,340,681 | $5,211,462 | 5.61% | |
| 5. | 2,083,272 | $3,250,271 | 0% |