BBB Foods Inc. Class ATBBB
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 127 institutions reported holding BBB Foods Inc. Class A (TBBB) in their 13F filings, down 1 from Q4 2025. 31 opened new positions and 31 sold out. The largest holders were FMR LLC ($219.5M), Capital Research Global Investors ($206.7M) and Orbis Allan Gray Ltd ($199.7M). 4 famous investors held it, including Stanley Druckenmiller (3.7% of Duquesne Family Office's portfolio), Steve Cohen (0.1% of Point72 Asset 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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $140.5M |
| Exits | 31 | $135.4M |
All 13F filers, Q4 2025 → Q1 2026: 10,395,067 shares bought and 8,258,096 shares sold, net +2,136,971 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 127 holders
| FMR LLC | 0.01% | Add +6.5% | 6,204,810 | $219.5M |
| Capital Research Global Investors | 0.03% | Add +0.0% | 5,845,315 | $206.7M |
| Orbis Allan Gray Ltd | 0.84% | Add +71.7% | 5,646,435 | $199.7M |
| Capital International Investors | 0.04% | Add +0.2% | 4,240,561 | $150.0M |
| Wasatch Advisors LP | 0.96% | Add +20.3% | 4,099,825 | $145.0M |
| Duquesne Family Office | 3.74% | Add +16.2% | 3,109,202 | $110.0M |
| Morgan Stanley | 0.01% | Reduce -14.6% | 3,018,189 | $106.8M |
| Gilder Gagnon Howe & Co. LLC | 1.08% | Add +1.7% | 2,554,224 | $90.3M |
| 12 West Capital Management LP | 13.66% | Reduce -3.2% | 2,287,770 | $80.9M |
| Principal Financial Group Inc. | 0.04% | New | 1,865,059 | $66.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.17% | Add +158.4% | 1,668,895 | $59.0M |
| Route One Investment Company, L.P. | 2.37% | Add +10.4% | 1,529,296 | $54.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -3.8% | 1,159,829 | $41.0M |
| Capital International, Inc. | 0.30% | Add +7.7% | 1,101,085 | $38.9M |
| Teacher Retirement System of Texas | 0.16% | No change | 1,100,495 | $38.9M |
| Grandeur Peak Global Advisors, LLC | 8.54% | Reduce -21.3% | 1,030,530 | $36.4M |
| Point72 Asset Management | 0.06% | New | 876,198 | $31.0M |
| Sei Investments Co. | 0.02% | Add +10.8% | 748,627 | $26.5M |
| Engle Capital Management, L.P. | 8.62% | Reduce -4.7% | 715,000 | $25.3M |
| Crow's Nest Holdings LP | 4.55% | Add +10.0% | 550,000 | $19.5M |
| USS Investment Management Ltd | 0.08% | No change | 511,932 | $18.1M |
| Bronte Capital Management Pty Ltd. | 1.83% | Add +23.7% | 487,550 | $17.2M |
| Ancient Art, L.P. | 3.48% | Add +15.3% | 451,497 | $16.0M |
| Nuveen, LLC | 0.00% | Add +2.5% | 448,819 | $15.9M |
| UBS Group AG | 0.00% | Add +19.9% | 438,211 | $15.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.07% | Add +64.3% | 371,642 | $13.1M |
| Bank of America Corp. | 0.00% | Reduce -50.2% | 370,412 | $13.1M |
| Citigroup Inc. | 0.01% | Reduce -9.9% | 354,184 | $12.5M |
| Marshall Wace, LLP | 0.01% | Reduce -39.9% | 280,850 | $9.9M |
| Greenoaks LLC | 0.43% | No change | 279,720 | $9.9M |
| BNP Paribas Financial Markets | 0.01% | Add +72.7% | 269,400 | $9.5M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.06% | New | 254,945 | $9.0M |
| Bank of New York Mellon Corp | 0.00% | Add +7.5% | 234,767 | $8.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Add +31.4% | 220,985 | $7.8M |
| HRT Financial LP | 0.02% | Add +567.2% | 216,244 | $7.6M |
| Ashoka WhiteOak Capital Pte Ltd | 2.63% | Add +40.7% | 201,528 | $6.9M |
| Baillie Gifford & Co. | 0.01% | No change | 194,851 | $6.9M |
| Millennium Management | 0.00% | Reduce -77.8% | 172,657 | $6.1M |
| Driehaus Capital Management LLC | 0.04% | Reduce -5.4% | 170,200 | $6.0M |
| Thornburg Investment Management Inc. | 0.06% | Reduce -9.3% | 169,676 | $6.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | New | 163,117 | $5.8M |
| William Blair Investment Management, LLC | 0.02% | Reduce -80.2% | 147,358 | $5.2M |
| Hodges Capital Management Inc. | 0.41% | New | 140,820 | $5.0M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Add +217.5% | 138,530 | $4.9M |
| Capital International Sarl | 0.08% | Add +3.6% | 133,065 | $4.7M |
| Tudor Investment Corporation | 0.02% | Add +42.0% | 125,489 | $4.4M |
| Ninety One UK Ltd | 0.01% | New | 122,329 | $4.3M |
| Carmignac Gestion | 0.06% | New | 106,965 | $3.8M |
| Ghisallo Capital Management LLC | 0.10% | No change | 100,000 | $3.5M |
| Wells Fargo & Company | 0.00% | Add +7324.1% | 95,400 | $3.4M |
| Atika Capital Management LLC | 0.53% | Reduce -33.1% | 95,218 | $3.4M |
| Dodge & Cox | 0.00% | New | 90,700 | $3.2M |
| Van Eck Associates Corp. | 0.00% | Reduce -3.0% | 73,320 | $2.6M |
| Immersion Capital LLP | 3.92% | Add +34.8% | 69,700 | $2.5M |
| Invesco Ltd. | 0.00% | New | 67,848 | $2.4M |
| Lazard Asset Management LLC | 0.00% | Add +12.4% | 63,744 | $2.3M |
| Gsa Capital Partners LLP | 0.13% | Reduce -5.3% | 60,438 | $2.1M |
| Gabelli Funds LLC | 0.01% | No change | 59,000 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -83.7% | 58,713 | $2.1M |
| Militia Capital Management LLC | 0.39% | — | 49,011 | $1.7M |
| Deltec Asset Management LLC | 0.32% | Add +9.8% | 48,881 | $1.7M |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.9% | 48,189 | $1.7M |
| Jump Financial, LLC | 0.03% | New | 44,700 | $1.6M |
| VELA Investment Management, LLC | 0.36% | Reduce -9.3% | 39,100 | $1.4M |
| XTX Topco Ltd | 0.02% | Add +178.1% | 38,556 | $1.4M |
| Mariner, LLC | 0.00% | Add +30.1% | 37,451 | $1.3M |
| Mirabella Financial Services LLP | 0.13% | Add +8.6% | 35,440 | $1.3M |
| LB Partners LLC | 1.11% | New | 35,000 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | New | 29,665 | $1.0M |
| Altfest L J & Co. Inc. | 0.10% | New | 25,584 | $905K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | New | 25,259 | $893K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -0.5% | 25,230 | $892K |
| J.Safra Asset Management Corp | 0.05% | Add +14.4% | 25,134 | $889K |
| Susquehanna International Group, LLP | 0.00% | Add +131.4% | 22,754 | $805K |
| Harbour Capital Advisors, LLC | 0.14% | Add +0.9% | 18,725 | $733K |
| Raymond James Financial Inc. | 0.00% | New | 18,403 | $651K |
| Tidal Investments LLC | 0.00% | New | 18,324 | $648K |
| Daiwa Securities Group Inc. | 0.00% | New | 16,979 | $601K |
| Stifel Financial Corp. | 0.00% | New | 15,712 | $556K |
| Mission Creek Capital Partners, Inc. | 0.11% | Add +39.3% | 15,477 | $547K |
| Squarepoint Ops LLC | 0.00% | New | 15,318 | $542K |
| Centiva Capital, LP | 0.02% | New | 14,378 | $509K |
| Savant Capital, LLC | 0.00% | Add +9.7% | 13,762 | $487K |
| State of Wyoming | 0.06% | Add +228.4% | 13,640 | $482K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -38.7% | 12,533 | $443K |
| Royal Bank of Canada | 0.00% | Add +19.6% | 11,415 | $404K |
| Shay Capital LLC | 0.05% | Reduce -28.8% | 10,860 | $384K |
| Inspire Advisors, LLC | 0.03% | Reduce -16.9% | 10,068 | $356K |
| Blue Trust, Inc. | 0.00% | Reduce -5.8% | 10,025 | $355K |
| Verition Fund Management LLC | 0.00% | Reduce -88.4% | 9,934 | $351K |
| Numerai GP LLC | 0.03% | New | 9,637 | $341K |
| Entropy Technologies, LP | 0.01% | Reduce -27.3% | 8,902 | $315K |
| Diametric Capital, LP | 0.06% | New | 6,861 | $243K |
| AdvisorNet Financial, Inc | 0.01% | Add +1.8% | 6,289 | $222K |
| Jones Financial Companies LLLP | 0.00% | Add +46.3% | 5,945 | $204K |
| Simplex Trading, LLC | 0.01% | Reduce -18.5% | 5,676 | $201K |
| Barclays PLC | 0.00% | New | 5,553 | $196K |
| Toronto Dominion Bank | 0.00% | No change | 5,000 | $177K |
| BlackRock, Inc. | 0.00% | Reduce -99.7% | 2,934 | $104K |
| National Bank of Canada | 0.00% | Add +518.3% | 2,473 | $87K |
"% 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.