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

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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions54$164.6M
Exits16$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
Tidal Investments LLC 0.00% Reduce -4.7% 17,456 $727K
Stifel Financial Corp. 0.00% Add +6.0% 16,649 $694K
J.Safra Asset Management Corp 0.03% Reduce -34.6% 16,429 $685K
Susquehanna International Group, LLP 0.00% Reduce -29.1% 16,137 $672K
Numerai GP LLC 0.05% Add +61.4% 15,549 $648K
Royal Bank of Canada 0.00% Add +35.6% 15,479 $645K
Savant Capital, LLC 0.00% Add +11.3% 15,315 $638K
Liontrust Investment Partners LLP 0.01% New 14,000 $583K
Raymond James Financial Inc. 0.00% Reduce -25.4% 13,729 $572K
Prelude Capital Management, LLC 0.04% New 13,378 $557K
Citizens Financial Group Inc. 0.01% New 12,698 $529K
Balyasny Asset Management L.P. 0.00% Reduce -12.8% 10,926 $455K
Blue Trust, Inc. 0.00% No change 10,025 $418K
Marex Group Ltd 0.00% New 10,000 $417K
Simplex Trading, LLC 0.01% Add +65.8% 9,410 $392K
BlackRock, Inc. 0.00% Add +218.3% 9,340 $389K
Russell Investments Group, Ltd. 0.00% Add +7165.6% 8,646 $360K
Yorktown Management & Research Co Inc 0.21% New 8,150 $340K
Toronto Dominion Bank 0.00% Add +60.0% 8,000 $333K
Callan Family Office, LLC 0.01% New 6,644 $277K
Two Sigma Investments, LP 0.00% New 6,444 $269K
Atria Investments, Inc 0.00% New 6,438 $268K
Inspire Advisors, LLC 0.02% Reduce -36.9% 6,358 $265K
Sands Capital Management, LLC 0.00% New 6,281 $262K
AdvisorNet Financial, Inc 0.01% Reduce -1.1% 6,219 $259K
LPL Financial LLC 0.00% New 5,882 $245K
Commonwealth Equity Services, LLC 0.00% New 5,327 $222K
Elevation Point Wealth Partners, LLC 0.00% New 5,066 $211K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 4,900 $204K
Barclays PLC 0.00% Reduce -17.2% 4,597 $192K
Leonteq Securities AG 0.01% New 4,544 $189K
Global Retirement Partners, LLC 0.00% — 4,112 $171K
US Bancorp \de 0.00% Add +85.1% 4,031 $168K
Quantbot Technologies LP 0.01% New 3,573 $149K
National Bank of Canada 0.00% Add +0.1% 2,476 $103K
Toth Financial Advisory Corp. 0.01% Add +37.3% 2,196 $92K
Jones Financial Companies LLLP 0.00% Reduce -69.5% 1,811 $76K
Osaic Holdings, Inc. 0.00% Add +29.3% 1,724 $72K
Larson Financial Group LLC 0.00% Add +7.3% 1,487 $62K
Legal & General Group Plc 0.00% No change 1,393 $58K
Smartleaf Asset Management LLC 0.00% No change 1,095 $45K
Signaturefd, LLC 0.00% No change 1,000 $42K
Caitong International Asset Management Co., Ltd 0.00% New 727 $30K
Silver Grove Financial Group, Inc. 0.01% New 613 $26K
GAMMA Investing LLC 0.00% Add +1992.9% 586 $24K
Farther Finance Advisors, LLC 0.00% Reduce -9.3% 468 $19K
JPMorgan Chase & Co. 0.00% Add +1220.0% 462 $19K
SJS Investment Consulting Inc. 0.00% No change 285 $12K
Stone House Investment Management, LLC 0.00% Add +6.5% 214 $9K
Rockefeller Capital Management L.P. 0.00% New 199 $8K
FNY Investment Advisers, LLC 0.00% New 205 $8K
Northwestern Mutual Wealth Management Co. 0.00% New 182 $8K
Tower Research Capital LLC (TRC) 0.00% New 174 $7K
Ameritas Advisory Services, LLC 0.00% New 164 $7K
Wolff Wiese Magana LLC 0.00% Add +60.5% 122 $5K
Deutsche Bank AG 0.00% No change 100 $4K
Allworth Financial LP 0.00% No change 100 $4K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 74 $3K
SBI Securities Co., Ltd. 0.00% Reduce -14.3% 66 $3K
Group One Trading LLC 0.00% Reduce -87.2% 64 $3K
Quarry LP 0.00% New 46 $2K
EverSource Wealth Advisors, LLC 0.00% New 40 $2K
Chilton Capital Management LLC 0.00% No change 12 $501
Parallel Advisors, LLC 0.00% New 12 $500

"% 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.