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TBBB in the 13F filings

BBB Foods · CUSIP G0896C103

Sector · Consumer staples
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 8 May 2026
Managers listing it
14
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 2 listed it in both
Shares listed
13,967,446
combined, among listed positions
Reported value
$494m
combined, at the quarter end

Among the 91 comparable managers: 8 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +334,178.

Managers listing TBBB in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

14 of 14 holders

ActionFiling
Fidelity (FMR LLC)6,204,810$219munder 0.1%Added+377,26915 May 2026 (the filing on sec.gov)
Capital Research Global Investors5,845,315$207munder 0.1%Added+90213 May 2026 (the filing on sec.gov)
Point72 Asset Management LP876,198$31munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Marshall Wace LLP280,850$9.9munder 0.1%Trimmed-186,61415 May 2026 (the filing on sec.gov)
Baillie Gifford & Co194,851$6.9munder 0.1%Held08 May 2026 (the filing on sec.gov)
Millennium Management LLC172,657$6.1munder 0.1%Trimmed-605,95615 May 2026 (the filing on sec.gov)
Tudor Investment Corp125,489$4.4munder 0.1%Added+37,08515 May 2026 (the filing on sec.gov)
Dodge & Cox90,700$3.2munder 0.1%Newnew14 May 2026 (the filing on sec.gov)
Invesco Ltd67,848$2.4munder 0.1%Newnew12 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC48,189$1.7munder 0.1%Trimmed-1,44727 Oct 2026 (the filing on sec.gov)
Susquehanna International Group LLP22,754$805kunder 0.1%Added+12,92015 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC15,318$542kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC12,533$443kunder 0.1%Trimmed-7,90615 May 2026 (the filing on sec.gov)
Verition Fund Management LLC9,934$351kunder 0.1%Trimmed-75,48915 May 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (4)

Exited (4)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
2 in Q3 2024 to 3 in Q2 2026

Tracked managers listing it, at least.

01234Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
TBBB by quarter
QuarterHoldersReported valueBuyersSellers
Q1 20244$33m40
Q2 20242$30m22
Q3 20242$121m22
Q4 20241$151m11
Q1 20253$146m30
Q2 20252$162m20
Q3 20252$164m20
Q4 20252$202m94
Q1 20263$217m89
Q2 20263$238m137

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

TBBB and PM →TBBB and KO →TBBB and COST →Choose a stock to compare with TBBB →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own TBBB, latest filings →Back to the 13F Explorer →