TSG Consumer Partners LP
•CIK: 1910156•Filing: Q4 2025
**TSG Consumer Partners LP** manages $140M, employing a concentrated, single-name investment strategy. The fund's current portfolio is heavily weighted toward BROS, representing approximately 99.7% of its total assets. This extreme concentration suggests a high conviction thesis on the selected issuer. Investors should note the near-total allocation to BROS within the current mandate.
Total AUM
$139.6M
QoQ Performance
+17.0%
Positions
1
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
BROS
BROS100.0%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023