BRCCNYSEBeveragesFiscal year ends December 31
BRC Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 3, 2026
$10.00−0.09 (-0.89%)
Close on Oct 19, 2026
- Market cap
- $1.18B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
25.1%
63M of 250M shares
Institutional holders
152
27 new, 14 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
6 buys · 2 sales
Net sold $2.53M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| John Miller | 8,303,636 | 7.05% | 13G (passive) amendment | Jun 30, 2025 |
| Davin Thomas E | 6,921,161 | 8.20% | 13G (passive) amendment | Sep 30, 2024 |
| BlackRock, Inc. | 5,872,016 | 5.10% | 13G (passive) | Dec 31, 2025 |
| Welling Glenn W. | 14,597,791 | 12.70% | 13D (active) amendment | Jan 16, 2026 |
| Evan Hafer | 127,152,467 | 55.80% | 13G (passive) amendment | Jun 30, 2026 |
| Maury Avi Epstein | 11,241,218 | 8.99% | 13G (passive) | Jun 30, 2025 |
| Alyeska Investment Group, L.P. | 10,388,195 | 9.01% | 13G (passive) | Sep 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BRCC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Engaged Capital LLC | 13,935,560 | 5.57% | $15.47M | – | 4.73% |
| BlackRock, Inc. | 6,151,526 | 2.46% | $6.83M | +387,722 | 0.00% |
| Cresset Asset Management, LLC | 5,753,540 | 2.30% | $6.39M | +622,368 | 0.02% |
| Alyeska Investment Group, L.P. | 3,927,124 | 1.57% | $4.36M | −5,688,307 | 0.01% |
| Vanguard Capital Management LLC | 3,721,788 | 1.49% | $4.13M | +732,816 | 0.00% |
| QVIDTVM Management LLC | 2,953,138 | 1.18% | $3.28M | −447,543 | 4.28% |
| Essex Investment Management Co LLC | 2,624,990 | 1.05% | $2.91M | New | 0.38% |
| Nantahala Capital Management, LLC | 2,514,342 | 1.00% | $2.79M | −116,175 | 0.05% |
| Geode Capital Management, LLC | 2,112,327 | 0.84% | $2.35M | −178,836 | 0.00% |
| State Street Corp | 1,360,140 | 0.54% | $1.51M | +178,402 | 0.00% |
| Goldman Sachs Group Inc | 1,097,677 | 0.44% | $1.22M | −28,488 | 0.00% |
| Aqr Capital Management LLC | 1,073,052 | 0.43% | $1.19M | +229,627 | 0.00% |
| Zazove Associates LLC | 1,010,918 | 0.40% | $1.12M | −1,528,536 | 0.09% |
| Legato Capital Management LLC | 883,497 | 0.35% | $980.68K | New | 0.08% |
| Nuveen, LLC | 863,463 | 0.34% | $958.44K | +703,316 | 0.00% |
| Silver Rock Financial LP | 859,986 | 0.34% | $954.58K | – | 2.06% |
| UBS Group AG | 754,326 | 0.30% | $837.30K | +80,854 | 0.00% |
| Charles Schwab Investment Management Inc | 711,815 | 0.28% | $790.12K | −8,689 | 0.00% |
| Jane Street Group, LLC | 703,176 | 0.28% | $780.53K | +230,041 | 0.00% |
| Northern Trust Corp | 654,594 | 0.26% | $726.60K | −66,006 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 152 | 63M | 25.1% | 27 / 56 | 32 / 14 | 10M | 10M |
| Q1 2026 | 143 | 63M | 25.1% | 36 / 45 | 24 / 20 | 12M | 12M |
| Q4 2025 | 131 | 67M | 26.9% | 16 / 38 | 40 / 26 | 3M | 6M |
| Q3 2025 | 142 | 70M | 28.1% | 31 / 51 | 26 / 11 | 31M | 2M |
| Q2 2025 | 123 | 42M | 16.7% | 14 / 47 | 27 / 35 | 6M | 4M |
| Q1 2025 | 145 | 40M | 16.2% | 19 / 46 | 44 / 17 | 3M | 3M |
| Q4 2024 | 148 | 41M | 16.2% | 31 / 49 | 29 / 23 | 5M | 4M |
| Q3 2024 | 143 | 40M | 16.0% | 26 / 40 | 34 / 23 | 8M | 8M |
| Q2 2024 | 144 | 43M | 17.3% | 31 / 51 | 28 / 19 | 8M | 5M |
| Q1 2024 | 132 | 40M | 16.0% | 25 / 44 | 20 / 23 | 6M | 1M |
| Q4 2023 | 130 | 35M | 13.9% | 26 / 40 | 17 / 15 | 3M | 2M |
| Q3 2023 | 119 | 33M | 13.4% | 15 / 34 | 23 / 17 | 3M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BRCC | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 2,556,352 | 1.02% | $2.84M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,299,330 | 0.92% | $2.55M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,097,055 | 0.44% | $1.22M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 851,816 | 0.34% | $877.37K | 0.00% | Jul 31, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 706,215 | 0.28% | $783.90K | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 666,625 | 0.27% | $739.95K | 0.01% | Jun 30, 2026 |
| 1290 Essex Small Cap Growth Fund | 636,845 | 0.25% | $655.95K | 0.56% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 518,220 | 0.21% | $849.88K | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 477,674 | 0.19% | $783.39K | 0.00% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 454,016 | 0.18% | $744.59K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 260,544 | 0.10% | $289.20K | 0.02% | Jun 30, 2026 |
| U.S. Small Cap Equity Fund | 223,853 | 0.09% | $230.57K | 0.02% | Jul 31, 2026 |
| Schwab Small-Cap Index Fund | 204,216 | 0.08% | $210.34K | 0.00% | Jul 31, 2026 |
| Ultra-Small Company Market Fund | 181,500 | 0.07% | $201.47K | 0.14% | Jun 30, 2026 |
| Master Small Cap Index Series | 164,992 | 0.07% | $183.14K | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Christopher Mondzelewski | President and CEO, Director | 1,396,102 | 0.56% | Aug 18, 2026 |
| Evan Hafer | Founder, Director, 10% owner | 28,222,374 | 11.28% | Jun 3, 2026 |
| Andrew J. McCormick | Gen. Counsel & Corp. Secretary | 77,249 | 0.03% | Sep 22, 2026 |
| Matthew L. Amigh | Chief Financial Officer | 498,185 | 0.20% | Aug 17, 2026 |
| Robert Henry Lee | Principal Accounting Officer | 215,191 | 0.09% | Apr 3, 2026 |
| Christopher John Clark | CTO & COO | 265,625 | 0.11% | May 20, 2025 |
| Kathryn P. Dickson | Director | 639,925 | 0.26% | Aug 19, 2026 |
| Stephen M. Kadenacy | Director | 1,508,193 | 0.60% | Aug 18, 2026 |
| Sean P. Moriarty | Director | 268,727 | 0.11% | Jun 3, 2026 |
| Melvin F. Landis III | Director | 229,909 | 0.09% | Jun 3, 2026 |
| Steven Taslitz | Director | 4,407,959 | 1.76% | Jun 3, 2026 |
| Lawrence Molloy | Director | 213,739 | 0.09% | Jun 3, 2026 |
| Glenn W. Welling | Director, 10% owner | 13,478,634 | 5.39% | Jun 3, 2026 |
| Clayton M. Hutmacher | Director | 223,872 | 0.09% | Jun 3, 2026 |
| Engaged Capital Flagship Master Fund, LP | 10% owner | 13,224,747 | 5.28% | Jun 3, 2026 |
| Engaged Capital Holdings, LLC | 10% owner | 14,777,388 | 5.90% | Jun 3, 2026 |
| Capital LLC Engaged | 10% owner | 14,163,176 | 5.66% | Jun 3, 2026 |
| Holdings LLC EKNRH | 10% owner | 34,317,374 | 13.71% | Jun 3, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Andrew J. McCormick Gen. Counsel & Corp. Secretary | Sep 18, 2026 | Tax withholding | −756 | $9.36 | $7.08K | 52,426 |
| Kathryn P. Dickson Director | Aug 19, 2026 | Buy | +50,000 | $0.85 | $42.50K | 522,690 |
| Stephen M. Kadenacy Director | Aug 17, 2026 | Sale | −105,000 | $0.82 | $86.10K | 234,953 |
| Christopher Mondzelewski President and CEO, Director | Aug 14, 2026 | Tax withholding | −8,663 | $0.85 | $7.36K | 1,396,102 |
| Matthew L. Amigh Chief Financial Officer | Aug 14, 2026 | Buy | +10,000 | $0.85 | $8.50K | 498,185 |
| Matthew L. Amigh Chief Financial Officer | Jul 7, 2026 | Tax withholding | −13,686 | $1.18 | $16.15K | 488,185 |
| Lawrence Molloy Director | Jun 1, 2026 | Award | +80,645 | – | – | 213,739 |
| Engaged Capital Holdings, LLC 10% owner | Jun 1, 2026 | Award | +80,645 | – | – | 335,736 |
| Stephen M. Kadenacy Director | Jun 1, 2026 | Award | +80,645 | – | – | 1,273,240 |
| Melvin F. Landis III Director | Jun 1, 2026 | Award | +80,645 | – | – | 229,909 |
| Clayton M. Hutmacher Director | Jun 1, 2026 | Award | +80,645 | – | – | 223,872 |
| Evan Hafer Founder, Director, 10% owner | Jun 1, 2026 | Sale | −2,000,000 | $1.49 | $2.98M | 0 |
| Evan Hafer Founder, Director, 10% owner | Jun 1, 2026 | Conversion | +2,000,000 | – | – | 2,000,000 |
| Evan Hafer Founder, Director, 10% owner | Jun 1, 2026 | Other | −2,000,000 | – | – | 28,142,374 |
| Kathryn P. Dickson Director | Jun 1, 2026 | Award | +80,645 | – | – | 472,690 |
| Sean P. Moriarty Director | Jun 1, 2026 | Award | +80,645 | – | – | 268,727 |
| Steven Taslitz Director | Jun 1, 2026 | Award | +80,645 | – | – | 681,829 |
| Christopher Mondzelewski President and CEO, Director | May 5, 2026 | Tax withholding | −6,538 | $1.35 | $8.83K | 1,404,765 |
| Andrew J. McCormick Gen. Counsel & Corp. Secretary | Apr 21, 2026 | Tax withholding | −2,227 | $0.98 | $2.18K | 531,773 |
| Robert Henry Lee Principal Accounting Officer | Apr 2, 2026 | Tax withholding | −14,825 | $0.80 | $11.86K | 215,191 |
| Andrew J. McCormick Gen. Counsel & Corp. Secretary | Apr 2, 2026 | Tax withholding | −42,187 | $0.80 | $33.75K | 534,000 |
| Robert Henry Lee Principal Accounting Officer | Mar 6, 2026 | Tax withholding | −3,925 | $0.78 | $3.06K | 230,016 |
| Christopher Mondzelewski President and CEO, Director | Mar 6, 2026 | Tax withholding | −28,864 | $0.78 | $22.51K | 1,411,303 |
| Andrew J. McCormick Gen. Counsel & Corp. Secretary | Mar 6, 2026 | Tax withholding | −6,571 | $0.78 | $5.13K | 576,187 |
| Steven Taslitz Director | Mar 5, 2026 | Buy | +150,000 | $0.74 | $111.00K | 2,036,203 |
| Steven Taslitz Director | Mar 5, 2026 | Buy | +150,000 | $0.75 | $112.50K | 601,184 |
| Andrew J. McCormick Gen. Counsel & Corp. Secretary | Mar 4, 2026 | Award | +171,821 | – | – | 582,758 |
| Robert Henry Lee Principal Accounting Officer | Mar 4, 2026 | Award | +56,701 | – | – | 233,941 |
| Christopher Mondzelewski President and CEO, Director | Mar 4, 2026 | Award | +859,107 | – | – | 1,440,167 |
| Matthew L. Amigh Chief Financial Officer | Mar 4, 2026 | Award | +343,643 | – | – | 501,871 |
| Christopher Mondzelewski President and CEO, Director | Feb 23, 2026 | Tax withholding | −15,798 | $0.62 | $9.79K | 581,060 |
| Robert Henry Lee Principal Accounting Officer | Feb 23, 2026 | Tax withholding | −2,179 | $0.62 | $1.35K | 177,240 |
| Andrew J. McCormick Gen. Counsel & Corp. Secretary | Feb 23, 2026 | Tax withholding | −2,877 | $0.62 | $1.78K | 410,937 |
| Steven Taslitz Director | Nov 17, 2025 | Buy | +100,000 | $1.29 | $129.00K | 1,886,203 |
| Steven Taslitz Director | Nov 12, 2025 | Buy | +100,000 | $1.28 | $128.00K | 451,184 |
| Robert Henry Lee Principal Accounting Officer | Oct 31, 2025 | Tax withholding | −1,558 | $1.27 | $1.98K | 179,419 |
| Stephen M. Kadenacy Director | Oct 23, 2025 | Award | +124,113 | – | – | 1,192,595 |
| Andrew J. McCormick Gen. Counsel & Corp. Secretary | Sep 19, 2025 | Tax withholding | −7,887 | $1.66 | $13.09K | 413,814 |
| Melvin F. Landis III Director | Sep 15, 2025 | Award | +149,264 | – | – | 149,264 |
| Christopher Mondzelewski President and CEO, Director | Aug 15, 2025 | Tax withholding | −8,663 | $1.51 | $13.08K | 596,858 |
| Steven Taslitz Director | Aug 8, 2025 | Buy | +100,000 | $1.53 | $153.00K | 351,184 |
| Steven Taslitz Director | Aug 7, 2025 | Buy | +100,000 | $1.32 | $132.00K | 1,786,203 |
| Engaged Capital Holdings, LLC 10% owner | Jul 18, 2025 | Buy | +400,000 | $1.25 | $500.00K | 13,935,560 |
| Evan Hafer Director, 10% owner | Jul 18, 2025 | Buy | +80,000 | $1.25 | $100.00K | 80,000 |
| Kathryn P. Dickson Director | Jul 18, 2025 | Buy | +16,000 | $1.25 | $20.00K | 392,045 |
| Stephen M. Kadenacy Director | Jul 18, 2025 | Buy | +80,000 | $1.25 | $100.00K | 1,068,482 |
| Matthew L. Amigh Chief Financial Officer | Jul 7, 2025 | Award | +158,228 | – | – | 158,228 |
| Engaged Capital Holdings, LLC 10% owner | Jun 18, 2025 | Award | +133,567 | – | – | 255,091 |
| Kathryn P. Dickson Director | Jun 18, 2025 | Award | +146,854 | – | – | 376,045 |
| Lawrence Molloy Director | Jun 18, 2025 | Award | +87,413 | – | – | 133,094 |
| Steven Taslitz Director | Jun 18, 2025 | Award | +132,868 | – | – | 251,184 |
| Sean P. Moriarty Director | Jun 18, 2025 | Award | +87,413 | – | – | 188,082 |
| Clayton M. Hutmacher Director | Jun 18, 2025 | Award | +87,413 | – | – | 143,227 |
| Christopher John Clark CTO & COO | May 16, 2025 | Tax withholding | −7,411 | $1.97 | $14.60K | 265,625 |
| Christopher Mondzelewski President and CEO, Director | May 5, 2025 | Tax withholding | −6,789 | $2.37 | $16.09K | 605,521 |
| Andrew J. McCormick Gen. Counsel & Corp. Secretary | Apr 21, 2025 | Tax withholding | −1,877 | $2.13 | $4.00K | 421,701 |
| Christopher John Clark CTO & COO | Apr 21, 2025 | Tax withholding | −2,571 | $2.13 | $5.48K | 273,036 |
| Sean P. Moriarty Director | Apr 11, 2025 | Award | +100,669 | – | – | 100,669 |
| Stephen M. Kadenacy Chief Financial Officer | Apr 8, 2025 | Award | +150,000 | – | – | 988,482 |
| Robert Henry Lee Principal Accounting Officer | Apr 4, 2025 | Award | +100,000 | – | – | 180,977 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Stephen and Heather Kadenacy Family Trust The Director | Aug 17, 2026 | 105,000 | $90.00K | Aug 17, 2026 | private transaction |
| Hafer Evan FOUNDER | Jun 1, 2026 | 2,000,000 | $2.98M | Jun 1, 2026 | Founder Stock |
| Tower 5 Capital, Llc Director | Nov 6, 2024 | 51,670 | $167.84K | Nov 6, 2024 | Founder Stock |
| Tower 5 Capital, Llc Director | Nov 5, 2024 | 300,000 | $987.00K | Nov 5, 2024 | Founder Stock |
| Tower 5 Capital, Llc Director | Sep 12, 2024 | 234,865 | $766.58K | Sep 12, 2024 | Founder Stock |
| E. Davin Thomas Director | Sep 12, 2024 | 159,179 | $519.32K | Sep 12, 2024 | Founder Stock |
| Hafer Evan FOUNDER | Sep 11, 2024 | 3,000,000 | $9.60M | Sep 11, 2024 | Founder Stock |
| Tower 5 Capital, Llc Director | Sep 10, 2024 | 24,614 | $92.30K | Sep 10, 2024 | Founder Stock |
| E. Davin Thomas Director | Sep 10, 2024 | 17,230 | $64.61K | Sep 10, 2024 | Founder Stock |
| Tower 5 Capital, Llc Director | Sep 9, 2024 | 15,544 | $59.24K | Sep 9, 2024 | Founder Stock |
| E. Davin Thomas Director | Sep 9, 2024 | 10,884 | $41.48K | Sep 9, 2024 | Founder Stock |
| Gregory James Iverson Former officer | Sep 5, 2023 | 200,000 | $950.00K | Sep 5, 2023 | vesting of incentive unit award upon business combination |
| Gregory James Iverson Former officer | Aug 22, 2023 | 200,000 | $834.00K | Aug 28, 2023 | vesting of incentive unit award upon business combination |