Bellring Brands Inc (BRBR) — Smart Money Tracker (13F, Q2 2026)

BRBR ranks #1698 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

BRBR is a disclosed holding of Cliff Asness (AQR Capital Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

365 institutions disclose a position in BRBR, but none treat it as a major bet — even Philosophy Capital Management LLC, its most concentrated holder, allocates just 1.3% of its own portfolio to it.

Two Sigma Investments, LP has added to its BRBR position for two straight quarters, increasing it by $53.1M to reach $64.3M today.

BlackRock has trimmed its BRBR position for two straight quarters, cutting it by $151.0M while still holding $141.5M.

BRBR is up 4% today, and institutions have been net buyers of $373.0M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

BRBR posted net income of $171.4M over the trailing twelve months, and currently trades at a P/E of 8.0.

• Profitable — net income of $171.4M over the trailing twelve months
• Net income declined year over year, from $228.3M to $171.4M
• Generated $260.6M in positive operating cash flow
• Current ratio of 2.35x — enough short-term assets to cover short-term liabilities