BBB Foods Inc. Class ATBBB
13F holders, Q2 2026 (June 30)164holders +37
54new positions
16sold out
5famous investors
$41.67avg. 13F price*
At the end of Q2 2026, 164 institutions reported holding BBB Foods Inc. Class A (TBBB) in their 13F filings, up 37 from Q1 2026. 54 opened new positions and 16 sold out. The largest holders were Capital International Investors ($313.6M), FMR LLC ($307.1M) and Orbis Allan Gray Ltd ($280.6M). 5 famous investors held it, including Stanley Druckenmiller (2.8% of Duquesne Family Office's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- BBB Foods Inc. Class A
- CUSIP
- G0896C103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $164.6M |
| Exits | 16 | $17.2M |
All 13F filers, Q1 2026 → Q2 2026: 16,311,607 shares bought and 3,346,427 shares sold, net +12,965,180 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 164 holders
| Capital International Investors | 0.07% | Add +77.5% | 7,526,848 | $313.6M |
| FMR LLC | 0.01% | Add +18.8% | 7,370,057 | $307.1M |
| Orbis Allan Gray Ltd | 0.97% | Add +19.3% | 6,735,036 | $280.6M |
| Capital Research Global Investors | 0.03% | Reduce -7.2% | 5,422,899 | $226.0M |
| Wasatch Advisors LP | 1.16% | Add +3.4% | 4,239,474 | $176.7M |
| Morgan Stanley | 0.01% | Add +31.8% | 3,977,125 | $165.7M |
| Duquesne Family Office | 2.78% | Reduce -6.7% | 2,901,733 | $120.9M |
| Gilder Gagnon Howe & Co. LLC | 1.08% | Reduce -1.4% | 2,517,615 | $104.9M |
| Route One Investment Company, L.P. | 3.84% | Add +45.4% | 2,224,201 | $92.7M |
| Principal Financial Group Inc. | 0.04% | Add +11.0% | 2,070,499 | $86.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.24% | Add +11.1% | 1,854,584 | $77.3M |
| Teacher Retirement System of Texas | 0.19% | Add +56.2% | 1,718,495 | $71.6M |
| 12 West Capital Management LP | 13.39% | Reduce -24.9% | 1,717,770 | $71.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +2207.5% | 1,354,816 | $56.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -1.3% | 1,144,253 | $47.7M |
| Capital International, Inc. | 0.33% | Add +1.2% | 1,114,281 | $46.4M |
| Engle Capital Management, L.P. | 8.88% | Add +8.5% | 775,574 | $32.3M |
| Sei Investments Co. | 0.03% | Reduce -0.8% | 742,678 | $30.9M |
| Nuveen, LLC | 0.01% | Add +59.4% | 715,199 | $29.8M |
| Point72 Asset Management | 0.05% | Reduce -20.3% | 698,172 | $29.1M |
| Carmignac Gestion | 0.36% | Add +526.5% | 670,106 | $27.9M |
| Grandeur Peak Global Advisors, LLC | 5.24% | Reduce -47.3% | 543,399 | $22.6M |
| Bronte Capital Management Pty Ltd. | 2.50% | Add +9.3% | 533,151 | $22.2M |
| USS Investment Management Ltd | 0.08% | No change | 511,932 | $21.4M |
| Jane Street Group, LLC | 0.01% | New | 482,140 | $20.1M |
| Ancient Art, L.P. | 3.84% | No change | 451,497 | $18.8M |
| T. Rowe Price Associates Inc. | 0.00% | New | 437,914 | $18.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.08% | Add +11.4% | 413,908 | $17.2M |
| HRT Financial LP | 0.03% | Add +85.0% | 400,085 | $16.7M |
| Crow's Nest Holdings LP | 4.79% | Reduce -30.9% | 380,000 | $15.8M |
| UBS Group AG | 0.00% | Reduce -21.0% | 346,243 | $14.4M |
| Tudor Investment Corporation | 0.06% | Add +168.4% | 336,799 | $14.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.08% | Add +23.0% | 313,519 | $13.0M |
| Ghisallo Capital Management LLC | 0.31% | Add +207.6% | 307,618 | $12.8M |
| Bank of America Corp. | 0.00% | Reduce -17.4% | 305,771 | $12.7M |
| Burkehill Global Management, LP | 0.43% | New | 275,000 | $11.5M |
| Thornburg Investment Management Inc. | 0.11% | Add +60.9% | 273,003 | $11.4M |
| Driehaus Capital Management LLC | 0.06% | Add +55.9% | 265,412 | $11.1M |
| Ashoka WhiteOak Capital Pte Ltd | 2.56% | Add +30.3% | 262,488 | $10.9M |
| Manufacturers Life Insurance Company, The | 0.01% | New | 255,111 | $10.6M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Add +14.9% | 253,980 | $10.6M |
| Atika Capital Management LLC | 1.03% | Add +162.6% | 250,000 | $10.4M |
| Millennium Management | 0.01% | Add +39.2% | 240,356 | $10.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +45.1% | 236,613 | $9.9M |
| DNB Asset Management AS | 0.03% | New | 236,314 | $9.9M |
| Itau Unibanco Holding S.A. | 0.19% | New | 230,515 | $9.5M |
| BNP Paribas Financial Markets | 0.00% | Reduce -18.7% | 218,990 | $9.1M |
| Mawer Investment Management Ltd. | 0.06% | New | 212,570 | $8.9M |
| Marshall Wace, LLP | 0.01% | Reduce -30.1% | 196,467 | $8.2M |
| Baillie Gifford & Co. | 0.01% | Add +0.0% | 194,881 | $8.1M |
| Fiera Capital Corp | 0.03% | New | 181,644 | $7.6M |
| Hound Partners, LLC | 0.84% | New | 174,242 | $7.3M |
| Vaughan Nelson Investment Management, L.P. | 0.06% | New | 173,348 | $7.2M |
| Bayberry Capital Partners LP | 2.42% | New | 168,500 | $7.0M |
| Capital International Sarl | 0.10% | Add +23.9% | 164,914 | $6.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -31.9% | 159,903 | $6.7M |
| Van Eck Associates Corp. | 0.00% | Add +110.8% | 154,597 | $6.4M |
| Seven Grand Managers, LLC | 0.25% | New | 150,000 | $6.3M |
| William Blair Investment Management, LLC | 0.02% | Reduce -3.5% | 142,226 | $5.9M |
| Wells Fargo & Company | 0.00% | Add +47.8% | 141,038 | $5.9M |
| Estuary Capital Management LP | 0.98% | New | 139,128 | $5.8M |
| Teachers Retirement System of the State of Kentucky | 0.04% | No change | 138,530 | $5.8M |
| Mirabella Financial Services LLP | 0.56% | Add +257.3% | 126,640 | $5.3M |
| Hodges Capital Management Inc. | 0.35% | Reduce -10.5% | 126,075 | $5.3M |
| Cidel Asset Management Inc. | 0.24% | New | 118,334 | $4.9M |
| Ninety One UK Ltd | 0.01% | Reduce -8.1% | 112,431 | $4.7M |
| Citadel Advisors | 0.00% | New | 104,741 | $4.4M |
| Dodge & Cox | 0.00% | No change | 90,700 | $3.8M |
| XTX Topco Ltd | 0.04% | Add +114.0% | 82,505 | $3.4M |
| BW Gestao de Investimentos Ltda. | 0.08% | New | 75,000 | $3.1M |
| Gabelli Funds LLC | 0.02% | Add +16.9% | 69,000 | $2.9M |
| Zweig-DiMenna Associates LLC | 0.24% | New | 64,100 | $2.7M |
| Lazard Asset Management LLC | 0.00% | Reduce -1.5% | 62,815 | $2.6M |
| Neuberger Berman Group LLC | 0.00% | Add +25.5% | 60,486 | $2.5M |
| Squarepoint Ops LLC | 0.00% | Add +293.9% | 60,342 | $2.5M |
| Susquehanna Portfolio Strategies, LLC | 0.04% | Add +131.5% | 58,479 | $2.4M |
| Deltec Asset Management LLC | 0.34% | Add +11.5% | 54,500 | $2.3M |
| Citigroup Inc. | 0.00% | Reduce -84.7% | 54,094 | $2.3M |
| Militia Capital Management LLC | 0.37% | No change | 49,011 | $2.0M |
| First Trust Advisors LP | 0.00% | New | 47,818 | $2.0M |
| Aquatic Capital Management LLC | 0.06% | New | 43,117 | $1.8M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 42,087 | $1.8M |
| VELA Investment Management, LLC | 0.43% | Add +6.4% | 41,600 | $1.7M |
| Mariner, LLC | 0.00% | Add +6.4% | 39,858 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +28.7% | 38,171 | $1.6M |
| LB Partners LLC | 0.99% | No change | 35,000 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +34.5% | 33,923 | $1.4M |
| Quadrature Capital Ltd | 0.01% | New | 33,621 | $1.4M |
| Walleye Capital LLC | 0.01% | New | 33,215 | $1.4M |
| Barings LLC | 0.02% | New | 28,476 | $1.2M |
| Fideuram Asset Management (Ireland) dac | 0.02% | New | 28,116 | $1.1M |
| Daiwa Securities Group Inc. | 0.00% | Add +48.9% | 25,285 | $1.1M |
| Fieldview Capital Management, LLC | 0.29% | New | 24,548 | $1.0M |
| Banco BTG Pactual S.A. | 0.13% | New | 24,000 | $1.0M |
| Gsa Capital Partners LLP | 0.06% | Reduce -62.9% | 22,439 | $935K |
| Harbour Capital Advisors, LLC | 0.16% | Add +12.8% | 21,125 | $900K |
| State of Wyoming | 0.09% | Add +51.9% | 20,715 | $863K |
| TD Asset Management Inc | 0.00% | New | 19,182 | $799K |
| CenterBook Partners LP | 0.04% | New | 17,618 | $734K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 17,581 | $733K |
"% of holder's portfolio" is TBBB's weight in each manager's 13F, not the share of BBB Foods Inc. Class A the manager owns.