BBB Foods Inc
TBBB- Exchange
- NYSE
- Industry
- Retail-Grocery Stores
- SEC CIK
- 0001978954
In the last 90 days, BBB Foods Inc insiders filed 0 open-market purchases and 2 sales; 165 institutions reported holding it in 13F filings for Q2 2026, worth $2.96B in total; Duquesne Family Office is the only superinvestor holding it.
13F holders, Q4 2025
Institutional positions in BBB Foods Inc as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 128
- +33 vs. Q3 2025
- Shares held
- 56.0M
- +3.52M (+6.7%) vs. Q3 2025
- Total value
- $1.87B
- +$455.1M (+32.2%) vs. Q3 2025
- New holders
- 42
- 39 more added
- Sold out
- 9
- 34 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TBBB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 165 | $2.96B |
| Q1 2026 | 127 | $2.06B |
| Q4 2025 | 128 | $1.87B |
| Q3 2025 | 96 | $1.42B |
| Q2 2025 | 102 | $1.43B |
| Q1 2025 | 105 | $1.40B |
| Q4 2024 | 79 | $1.11B |
| Q3 2024 | 81 | $1.15B |
| Q2 2024 | 82 | $874.0M |
| Q1 2024 | 74 | $764.9M |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding BBB Foods Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nuveen, LLC | 438,050 | $14.6M | 0.00% | +438,050 | New |
| Marshall Wace, LLP | 467,464 | $15.6M | 0.02% | +185,747+65.9% | Added |
| Crow's Nest Holdings LP | 500,000 | $16.7M | 3.80% | +500,000 | New |
| USS Investment Management Ltd | 511,932 | $17.1M | 0.08% | 00.0% | Unchanged |
| 3G Capital Partners LP | 550,000 | $18.4M | 4.33% | −1,050,000−65.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 645,741 | $21.6M | 0.06% | +181,375+39.1% | Added |
| SEI Investments Co | 675,981 | $22.6M | 0.02% | +141,531+26.5% | Added |
| William Blair Investment Management, LLC | 742,649 | $24.8M | 0.07% | −129,103−14.8% | Reduced |
| Bank of America Corp | 743,284 | $24.8M | 0.00% | −119,733−13.9% | Reduced |
| Engle Capital Management, L.P. | 750,000 | $25.0M | 9.66% | +13,231+1.8% | Added |
| Millennium Management LLC | 778,613 | $26.0M | 0.02% | +582,262+296.5% | Added |
| Polar Capital Holdings Plc | 819,901 | $27.4M | 0.13% | −165,606−16.8% | Reduced |
| BlackRock, Inc. | 912,644 | $30.5M | 0.00% | −214,395−19.0% | Reduced |
| Capital International Inc | 1,022,314 | $34.1M | 0.27% | +12,962+1.3% | Added |
| Itau Unibanco Holding S.A. | 1,059,893 | $35.6M | 0.88% | −141,348−11.8% | Reduced |
| Teacher Retirement System of Texas | 1,100,495 | $36.7M | 0.13% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 1,205,925 | $40.3M | 0.01% | −263,216−17.9% | Reduced |
| Grandeur Peak Global Advisors, LLC | 1,308,727 | $43.7M | 5.88% | −185,477−12.4% | Reduced |
| Route One Investment Company, L.P. | 1,385,196 | $46.3M | 1.93% | +1,307,079+1,673.2% | Added |
| 12 West Capital Management LP | 2,362,770 | $78.9M | 9.40% | −1,020,000−30.2% | Reduced |
| Gilder Gagnon Howe & Co LLC | 2,511,410 | $83.9M | 0.89% | −37,285−1.5% | Reduced |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 2,675,152 | $89.3M | 2.12% | +1,492,027+126.1% | Added |
| Orbis Allan Gray Ltd | 3,288,723 | $109.8M | 0.46% | +3,288,723 | New |
| Wasatch Advisors Inc | 3,409,281 | $113.8M | 0.68% | +696,365+25.7% | Added |
| Morgan Stanley | 3,534,884 | $118.0M | 0.01% | −34,189−1.0% | Reduced |
| Capital International Investors | 4,233,214 | $141.3M | 0.02% | −2,271,974−34.9% | Reduced |
| FMR LLC | 5,827,541 | $194.6M | 0.01% | −68,352−1.2% | Reduced |
| Capital Research Global Investors | 5,844,413 | $195.1M | 0.04% | −37,637−0.6% | Reduced |
| Fourth Sail Capital LP | 0 | $0 | 0.00% | −625,532−100.0% | Sold out |
| Burkehill Global Management, LP | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Barings LLC | 0 | $0 | 0.00% | −72,659−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −22,498−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −15,956−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −11,471−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −9,579−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Binnacle Investments Inc | – | – | – | – | Not filed |