BBB Foods Inc. Class ATBBB

13F holders, Q1 2026 (March 31)
127holders −1
31new positions
31sold out
4famous investors
$35.37avg. 13F price*

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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions31$140.5M
Exits31$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
US Bancorp \de 0.00% New 2,178 $77K
Toth Financial Advisory Corp. 0.01% No change 1,600 $57K
Advisory Services Network, LLC 0.00% New 1,493 $53K
Legal & General Group Plc 0.00% No change 1,393 $49K
Larson Financial Group LLC 0.00% Add +19.2% 1,386 $49K
Osaic Holdings, Inc. 0.00% Add +24.9% 1,333 $47K
Smartleaf Asset Management LLC 0.00% Reduce -5.5% 1,095 $38K
Signaturefd, LLC 0.00% No change 1,000 $35K
Cwm, LLC 0.00% Add +36.2% 613 $22K
Farther Finance Advisors, LLC 0.00% Reduce -37.4% 516 $18K
Group One Trading LLC 0.00% New 500 $18K
SJS Investment Consulting Inc. 0.00% Add +1935.7% 285 $10K
Ascentis Independent Advisors 0.00% New 215 $8K
Stone House Investment Management, LLC 0.00% Add +105.1% 201 $7K
Root Financial Partners, LLC 0.00% New 200 $7K
Rachor Investment Advisory Services, LLC 0.00% Add +26.5% 148 $5K
Russell Investments Group, Ltd. 0.00% No change 119 $4K
Deutsche Bank AG 0.00% No change 100 $4K
Allworth Financial LP 0.00% New 100 $4K
SBI Securities Co., Ltd. 0.00% Add +120.0% 77 $3K
Wolff Wiese Magana LLC 0.00% New 76 $3K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +42.3% 74 $3K
JPMorgan Chase & Co. 0.00% Reduce -100.0% 35 $1K
GAMMA Investing LLC 0.00% No change 28 $990
MAI Capital Management 0.00% No change 19 $673
Westside Investment Management, Inc. 0.00% No change 17 $601
Chilton Capital Management LLC 0.00% New 12 $425

"% 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.