TSG CONSUMER PARTNERS LP
Q2 2022 Form 13-F

LARKSPUR, CALIFORNIA
CIK 0001910156 · CRD 160826 · SEC-registered investment adviser
$3.6B Reported Value Total

TSG CONSUMER PARTNERS LP reports 18 total accounts under management (AUM). There are 18 discretionary accounts valued at $19,694,165,119, and 0 non-discretionary accounts.

Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
SEC Registered Discretionary Manager
Private funds (Form ADV)
25 funds · $14.3B gross asset value
Private Equity Fund: $14.3B
Source: Form ADV filed 2026-04-30
Reported value
$3.6B
Quarter over quarter
-25.8%
Holdings
4
Top-10 concentration
100.0%

Filing Structure

Reports holdings for

  • TSG7 A Management LLC · File #028-21828 · Q1 2024 – Q4 2024 · declared by one filing
  • Mallard Holdco LLC · File #028-21826 · Q1 2024 – Q3 2024 · declared by one filing
  • TSG7 B Management L L C · File #028-21827 · Q1 2022 – Q3 2023 · declared by one filing
  • Mallard Holdco, LLC (not a 13F filer in our records) · Q4 2021 – Q4 2021 · declared by one filing
  • TSG7 A Management L.L.C. (not a 13F filer in our records) · Q4 2021 – Q4 2021 · declared by one filing
  • TSG7 B Management L.L.C. (not a 13F filer in our records) · Q4 2021 – Q4 2021 · declared by one filing

Key People

Form ADV owners & control persons
Charles Howard Esserman
SENIOR MANAGING MEMBER
Mary Hadley Mullin
SENIOR MANAGING MEMBER
James Lewis O'Hara
SENIOR MANAGING MEMBER
Q1 2022
Q3 2022
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Q2 2022 13F filing summary

Period of report June 30, 2022
Filed August 12, 2022
Form 13F-HR
Reported value $3.6B
Positions 4
Change in reported value -25.8%
New positions 0
Exited positions 0
Position turnover 0.0%
Top-10 concentration 100.0%

13F filings by quarter

Quarter Positions Value
Q3 2026 13F
Filed Nov 5, 2026
 1 $60.3M
Q2 2026 13F
Filed Aug 10, 2026
 1 $114.0M
Q1 2026 13F
Filed May 8, 2026
 1 $115.5M
Q4 2025 13F
Filed Feb 10, 2026
 1 $139.6M
Q3 2025 13F
Filed Nov 13, 2025
 1 $119.3M
Q2 2025 13F
Filed Aug 12, 2025
 1 $160.5M
Q1 2025 13F
Filed May 8, 2025
 1 $144.9M
Q4 2024 13F
Filed Feb 13, 2025
 1 $183.8M
Q3 2024 13F
Filed Nov 13, 2024
 2 $526.2M
Q2 2024 13F
Filed Aug 13, 2024
 2 $654.8M
Q1 2024 13F
Filed May 14, 2024
 2 $1.6B
Q4 2023 13F
Filed Feb 13, 2024
 3 $2.1B
Q3 2023 13F
Filed Nov 13, 2023
 3 $1.9B
Q2 2023 13F
Filed Aug 11, 2023
 3 $2.4B
Q1 2023 13F
Filed May 12, 2023
 3 $2.9B
Q4 2022 13F
Filed Feb 14, 2023
 4 $2.9B
Q3 2022 13F
Filed Nov 14, 2022
 4 $2.8B
Q2 2022 13F
Filed Aug 12, 2022
 4 $3.6B
Q1 2022 13F
Filed May 16, 2022
 4 $4.9B
Q4 2021 13F
Filed Feb 11, 2022
 3 $5.1B

Top 4 holdings · Q2 2022

# Holding Reported value % of portfolio
1 BROS Dutch Bros Inc. $1.9B 51.65%
2 NAPA The Duckhorn Portfolio, Inc. $1.6B 42.86%
3 PLNT Planet Fitness, Inc. $138.2M 3.79%
4 HOOD Robinhood Markets, Inc. $61.8M 1.7%

Values as reported on the Q2 2022 Form 13F. Every position is in the holdings table below.

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