BBB Foods Inc. Class ATBBB

13F holders, Q4 2025 (December 31)
128holders +32
41new positions
9sold out
4famous investors
$33.39avg. 13F price*

At the end of Q4 2025, 128 institutions reported holding BBB Foods Inc. Class A (TBBB) in their 13F filings, up 32 from Q3 2025. 41 opened new positions and 9 sold out. The largest holders were Capital Research Global Investors ($195.1M), FMR LLC ($194.6M) and Capital International Investors ($141.3M). 4 famous investors held it, including Stanley Druckenmiller (2.1% of Duquesne Family Office's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
BBB Foods Inc. Class A
CUSIP
G0896C103
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 74Q1 2024Q2 2024: 82Q2 2024Q3 2024: 81Q3 2024Q4 2024: 79Q4 2024Q1 2025: 105Q1 2025Q2 2025: 102Q2 2025Q3 2025: 96Q3 2025Q4 2025: 128Q4 2025Q1 2026: 127Q1 2026Q2 2026: 164Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions41$193.4M
Exits9$30.6M

All 13F filers, Q3 2025 → Q4 2025: 11,740,049 shares bought and 8,224,281 shares sold, net +3,515,768 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 128 holders

Capital Research Global Investors 0.04% Reduce -0.6% 5,844,413 $195.1M
FMR LLC 0.01% Reduce -1.2% 5,827,541 $194.6M
Capital International Investors 0.02% Reduce -34.9% 4,233,214 $141.3M
Morgan Stanley 0.01% Reduce -1.0% 3,534,884 $118.0M
Wasatch Advisors LP 0.68% Add +25.7% 3,409,281 $113.8M
Orbis Allan Gray Ltd 0.46% New 3,288,723 $109.8M
Duquesne Family Office 2.12% Add +126.1% 2,675,152 $89.3M
Gilder Gagnon Howe & Co. LLC 0.89% Reduce -1.5% 2,511,410 $83.9M
12 West Capital Management LP 9.40% Reduce -30.1% 2,362,770 $78.9M
Route One Investment Company, L.P. 1.93% Add +1673.2% 1,385,196 $46.3M
Grandeur Peak Global Advisors, LLC 5.88% Reduce -12.4% 1,308,727 $43.7M
Ameriprise Financial Inc. 0.01% Reduce -17.9% 1,205,925 $40.3M
Teacher Retirement System of Texas 0.13% No change 1,100,495 $36.7M
Itau Unibanco Holding S.A. 0.87% Reduce -11.8% 1,059,893 $35.6M
Capital International, Inc. 0.27% Add +1.3% 1,022,314 $34.1M
BlackRock, Inc. 0.00% Reduce -19.0% 912,644 $30.5M
Polar Capital Holdings Plc 0.13% Reduce -16.8% 819,901 $27.4M
Millennium Management 0.02% Add +296.5% 778,613 $26.0M
Engle Capital Management, L.P. 9.66% Add +1.8% 750,000 $25.0M
Bank of America Corp. 0.00% Reduce -13.9% 743,284 $24.8M
William Blair Investment Management, LLC 0.07% Reduce -14.8% 742,649 $24.8M
Sei Investments Co. 0.02% Add +26.5% 675,981 $22.6M
Kayne Anderson Rudnick Investment Management LLC 0.06% Add +39.1% 645,741 $21.6M
3G Capital Partners LP 4.33% Reduce -65.6% 550,000 $18.4M
USS Investment Management Ltd 0.08% No change 511,932 $17.1M
Crow's Nest Holdings LP 3.80% New 500,000 $16.7M
Marshall Wace, LLP 0.02% Add +65.9% 467,464 $15.6M
Nuveen, LLC 0.00% New 438,050 $14.6M
Bronte Capital Management Pty Ltd. 1.38% New 394,158 $13.2M
Citigroup Inc. 0.01% Add +39.9% 393,039 $13.1M
Ancient Art, L.P. 2.96% Add +183.1% 391,637 $13.1M
UBS Group AG 0.00% Add +21.4% 365,441 $12.2M
Goldman Sachs Group Inc. 0.00% Add +25.7% 359,405 $12.0M
DNB Asset Management AS 0.04% Reduce -7.5% 346,153 $11.6M
Greenoaks LLC 0.31% New 279,720 $9.3M
Manufacturers Life Insurance Company, The 0.01% Reduce -68.7% 270,395 $9.0M
Zweig-DiMenna Associates LLC 0.62% Reduce -4.9% 262,638 $8.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Add +104.5% 226,230 $7.6M
Bank of New York Mellon Corp 0.00% New 218,397 $7.3M
Baillie Gifford & Co. 0.01% No change 194,851 $6.5M
Thornburg Investment Management Inc. 0.08% Reduce -52.8% 187,102 $6.2M
Driehaus Capital Management LLC 0.04% Add +596.5% 179,971 $6.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -1.2% 168,124 $5.6M
BNP Paribas Financial Markets 0.00% Add +686.4% 156,026 $5.2M
Ashoka WhiteOak Capital Pte Ltd 1.82% Add +147.8% 143,200 $4.8M
Atika Capital Management LLC 0.66% Reduce -10.5% 142,282 $4.8M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 130,392 $4.4M
Capital International Sarl 0.07% No change 128,473 $4.3M
Citadel Advisors 0.00% Add +357.6% 115,662 $3.9M
Jane Street Group, LLC 0.00% Add +198.0% 115,307 $3.9M
Ghisallo Capital Management LLC 0.15% Reduce -60.0% 100,000 $3.3M
Tudor Investment Corporation 0.02% New 88,404 $3.0M
Verition Fund Management LLC 0.02% Add +136.3% 85,423 $2.9M
Van Eck Associates Corp. 0.00% Reduce -17.1% 75,545 $2.5M
JPMorgan Chase & Co. 0.00% Reduce -80.7% 65,609 $2.2M
Gsa Capital Partners LLP 0.18% Add +223.7% 63,840 $2.1M
Northwest & Ethical Investments L.P. 0.05% No change 62,449 $2.1M
Gabelli Funds LLC 0.01% No change 59,000 $2.0M
Lazard Asset Management LLC 0.00% New 56,712 $1.9M
Immersion Capital LLP 2.50% Reduce -28.0% 51,700 $1.7M
Neuberger Berman Group LLC 0.00% Add +2.8% 49,636 $1.7M
Abdiel Capital Advisors, LP 2.28% Add +19.8% 48,420 $1.6M
Deltec Asset Management LLC 0.25% Add +239.7% 44,500 $1.5M
Teachers Retirement System of the State of Kentucky 0.01% New 43,630 $1.5M
VELA Investment Management, LLC 0.39% Add +6.4% 43,100 $1.4M
Mirabella Financial Services LLP 0.11% New 32,626 $1.1M
HRT Financial LP 0.00% New 32,410 $1.1M
Fund 1 Investments, LLC 0.14% New 29,695 $992K
Mariner, LLC 0.00% Reduce -7.5% 28,797 $962K
SG Americas Securities, LLC 0.00% Add +96.4% 26,675 $891K
Fox Run Management, L.L.C. 0.13% New 25,459 $850K
Orion Porfolio Solutions, LLC 0.01% Reduce -6.7% 25,354 $847K
Aquatic Capital Management LLC 0.02% New 24,378 $814K
J.Safra Asset Management Corp 0.04% Add +76.6% 21,971 $734K
Jain Global LLC 0.01% New 21,636 $722K
Balyasny Asset Management L.P. 0.00% Add +18.0% 20,439 $682K
Harbour Capital Advisors, LLC 0.13% Add +20.9% 18,550 $638K
Schonfeld Strategic Advisors LLC 0.00% Reduce -18.4% 17,963 $600K
Quantbot Technologies LP 0.02% New 17,718 $592K
HSBC Holdings PLC 0.00% New 16,774 $565K
Shay Capital LLC 0.08% New 15,250 $509K
Counterpoint Mutual Funds LLC 0.04% New 14,967 $500K
XTX Topco Ltd 0.01% New 13,864 $463K
Bridgefront Capital, LLC 0.11% New 13,476 $450K
Savant Capital, LLC 0.00% Add +6.7% 12,540 $419K
Entropy Technologies, LP 0.02% New 12,239 $409K
Inspire Advisors, LLC 0.04% Reduce -48.4% 12,116 $405K
Liontrust Investment Partners LLP 0.01% New 12,000 $401K
Virtu Financial LLC 0.02% New 11,952 $399K
Mission Creek Capital Partners, Inc. 0.07% New 11,108 $371K
Headinvest, LLC 0.07% New 11,000 $367K
Blue Trust, Inc. 0.00% Reduce -4.7% 10,646 $355K
Banco BTG Pactual S.A. 0.06% New 10,000 $334K
Susquehanna International Group, LLP 0.00% Reduce -19.8% 9,834 $328K
Royal Bank of Canada 0.00% Reduce -20.3% 9,541 $319K
Bank of Nova Scotia 0.00% New 8,000 $267K
Simplex Trading, LLC 0.01% Add +297.0% 6,964 $233K
AdvisorNet Financial, Inc 0.01% Add +6.3% 6,179 $206K
Toronto Dominion Bank 0.00% No change 5,000 $167K
Tower Research Capital LLC (TRC) 0.00% New 4,559 $152K

"% 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.

Show all 128 holders