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, Q2 2026
Institutional positions in BBB Foods Inc as of Jun 30, 2026. 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
- 165
- +40 vs. Q1 2026
- Shares held
- 71.2M
- +13.1M (+22.5%) vs. Q1 2026
- Total value
- $2.96B
- +$906.7M (+44.1%) vs. Q1 2026
- New holders
- 56
- 62 more added
- Sold out
- 16
- 32 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding BBB Foods Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cidel Asset Management Inc | 118,334 | $4.93M | 0.24% | +118,334 | New |
| Hodges Capital Management Inc. | 126,075 | $5.25M | 0.35% | −14,745−10.5% | Reduced |
| Mirabella Financial Services LLP | 126,640 | $5.28M | 0.51% | +91,200+257.3% | Added |
| Teachers Retirement System of the State of Kentucky | 138,530 | $5.77M | 0.04% | 00.0% | Unchanged |
| Estuary Capital Management LP | 139,128 | $5.80M | 0.98% | +139,128 | New |
| Wells Fargo & Company | 141,038 | $5.88M | 0.00% | +45,638+47.8% | Added |
| William Blair Investment Management, LLC | 142,226 | $5.93M | 0.02% | −5,132−3.5% | Reduced |
| Seven Grand Managers, LLC | 150,000 | $6.25M | 0.25% | +150,000 | New |
| Van Eck Associates Corp | 154,597 | $6.44M | 0.00% | +81,277+110.9% | Added |
| Bank of New York Mellon Corp | 159,903 | $6.66M | 0.00% | −74,864−31.9% | Reduced |
| Capital International Sarl | 164,914 | $6.87M | 0.10% | +31,849+23.9% | Added |
| Bayberry Capital Partners LP | 168,500 | $7.02M | 2.42% | +168,500 | New |
| Vaughan Nelson Investment Management, L.P. | 173,348 | $7.22M | 0.06% | +173,348 | New |
| Hound Partners, LLC | 174,242 | $7.26M | 0.84% | +174,242 | New |
| Fiera Capital Corp | 181,644 | $7.57M | 0.03% | +181,644 | New |
| Baillie Gifford & Co | 194,881 | $8.12M | 0.01% | +300.0% | Added |
| Marshall Wace, LLP | 196,467 | $8.19M | 0.01% | −84,383−30.0% | Reduced |
| Mawer Investment Management Ltd. | 212,570 | $8.86M | 0.06% | +212,570 | New |
| BNP Paribas Arbitrage, SA | 218,990 | $9.13M | 0.00% | −50,410−18.7% | Reduced |
| Itau Unibanco Holding S.A. | 230,515 | $9.54M | 0.19% | +230,515 | New |
| DnB Asset Management AS | 236,314 | $9.85M | 0.03% | +236,314 | New |
| Mitsubishi UFJ Trust & Banking Corp | 236,613 | $9.86M | 0.02% | +73,496+45.1% | Added |
| Millennium Management LLC | 240,356 | $10.0M | 0.01% | +67,699+39.2% | Added |
| Atika Capital Management LLC | 250,000 | $10.4M | 1.03% | +154,782+162.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 253,980 | $10.6M | 0.01% | +32,995+14.9% | Added |
| Manufacturers Life Insurance Company, The | 255,111 | $10.6M | 0.01% | +255,111 | New |
| White Oak Capital Partners Pte. Ltd. | 262,488 | $10.9M | 2.56% | +60,960+30.2% | Added |
| Driehaus Capital Management LLC | 265,412 | $11.1M | 0.06% | +95,212+55.9% | Added |
| Thornburg Investment Management Inc | 273,003 | $11.4M | 0.11% | +103,327+60.9% | Added |
| Burkehill Global Management, LP | 275,000 | $11.5M | 0.41% | +275,000 | New |
| Bank of America Corp | 305,771 | $12.7M | 0.00% | −64,641−17.5% | Reduced |
| Ghisallo Capital Management LLC | 307,618 | $12.8M | 0.25% | +207,618+207.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 313,519 | $13.0M | 0.08% | +58,574+23.0% | Added |
| Tudor Investment Corp Et Al | 336,799 | $14.0M | 0.06% | +211,310+168.4% | Added |
| UBS Group AG | 346,243 | $14.4M | 0.00% | −91,968−21.0% | Reduced |
| Crow's Nest Holdings LP | 380,000 | $15.8M | 4.79% | −170,000−30.9% | Reduced |
| HRT Financial LP | 400,085 | $16.7M | 0.03% | +183,841+85.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 413,908 | $17.2M | 0.08% | +42,266+11.4% | Added |
| Price T Rowe Associates Inc | 437,914 | $18.2M | 0.00% | +437,914 | New |
| Ancient Art, L.P. | 451,497 | $18.8M | 3.84% | 00.0% | Unchanged |
| Jane Street Group, LLC | 482,140 | $20.1M | 0.01% | +482,140 | New |
| USS Investment Management Ltd | 511,932 | $21.4M | 0.08% | 00.0% | Unchanged |
| Bronte Capital Management Pty Ltd. | 533,151 | $22.2M | 2.50% | +45,601+9.4% | Added |
| Grandeur Peak Global Advisors, LLC | 543,399 | $22.6M | 5.24% | −487,131−47.3% | Reduced |
| Carmignac Gestion | 670,106 | $27.9M | 0.36% | +563,141+526.5% | Added |
| Point72 Asset Management, L.P. | 698,172 | $29.1M | 0.04% | −178,026−20.3% | Reduced |
| Nuveen, LLC | 715,199 | $29.8M | 0.01% | +266,380+59.4% | Added |
| SEI Investments Co | 742,678 | $30.9M | 0.03% | −5,949−0.8% | Reduced |
| Engle Capital Management, L.P. | 775,574 | $32.3M | 8.88% | +60,574+8.5% | Added |
| Capital International Inc | 1,114,281 | $46.4M | 0.33% | +13,196+1.2% | Added |
| Ameriprise Financial Inc | 1,144,253 | $47.7M | 0.01% | −15,576−1.3% | Reduced |
| Goldman Sachs Group Inc | 1,354,816 | $56.5M | 0.01% | +1,296,103+2,207.5% | Added |
| 12 West Capital Management LP | 1,717,770 | $71.6M | 13.39% | −570,000−24.9% | Reduced |
| Teacher Retirement System of Texas | 1,718,495 | $71.6M | 0.19% | +618,000+56.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,854,584 | $77.3M | 0.24% | +185,689+11.1% | Added |
| Principal Financial Group Inc | 2,070,499 | $86.3M | 0.04% | +205,440+11.0% | Added |
| Route One Investment Company, L.P. | 2,224,201 | $92.7M | 3.84% | +694,905+45.4% | Added |
| Gilder Gagnon Howe & Co LLC | 2,517,615 | $104.9M | 1.08% | −36,609−1.4% | Reduced |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 2,901,733 | $120.9M | 2.78% | −207,469−6.7% | Reduced |
| Morgan Stanley | 3,977,125 | $165.7M | 0.01% | +958,936+31.8% | Added |
| Wasatch Advisors Inc | 4,239,474 | $176.7M | 1.16% | +139,649+3.4% | Added |
| Capital Research Global Investors | 5,422,899 | $226.0M | 0.03% | −422,416−7.2% | Reduced |
| Orbis Allan Gray Ltd | 6,735,036 | $280.6M | 0.96% | +1,088,601+19.3% | Added |
| FMR LLC | 7,370,057 | $307.1M | 0.01% | +1,165,247+18.8% | Added |
| Capital International Investors | 7,526,848 | $313.6M | 0.06% | +3,286,287+77.5% | Added |
| Greenoaks Capital Partners LLC | 0 | $0 | 0.00% | −279,720−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −67,848−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −44,700−100.0% | Sold out |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −25,584−100.0% | Sold out |
| Mission Creek Capital Partners, Inc. | 0 | $0 | 0.00% | −15,477−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −14,378−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −10,860−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −9,934−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −8,902−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −6,861−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,493−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −215−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Rachor Investment Advisory Services, LLC | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Westside Investment Management, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Immersion Capital LLP | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |