BBB FOODS INC (TBBB) — Institutional Holders, Q2 2026
165 institutional investment managers reported a TBBB position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
TBBB in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Capital International InvestorsAdded · +3,286,287 sh+$136.9M
- GOLDMAN SACHS GROUPAdded · +1,296,103 sh+$54.0M
- FMRAdded · +1,165,247 sh+$48.6M
- Orbis Allan Gray LtdAdded · +1,088,601 sh+$45.4M
- MORGAN STANLEYAdded · +958,936 sh+$40.0M
Biggest sellers
- Grandeur Peak Global AdvisorsSold out · -1,030,530 sh-$42.9M
- Itau Unibanco Holding S.A.Trimmed · -829,378 sh-$34.6M
- 12 West Capital ManagementTrimmed · -570,000 sh-$23.8M
- Capital Research Global InvestorsTrimmed · -422,416 sh-$17.6M
- CITIGROUPTrimmed · -300,090 sh-$12.5M
TBBB 13F holders ranked 1–100 of 165
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Capital International Investors#1 · 7,526,848 sh | 7,526,848 | $313.6M | 0.06% | +77.5% |
| 2 | FMR#2 · 7,370,057 sh | 7,370,057 | $307.1M | 0.01% | +18.8% |
| 3 | Orbis Allan Gray Ltd#3 · 6,735,036 sh | 6,735,036 | $280.6M | 0.96% | +19.3% |
| 4 | Capital Research Global Investors#4 · 5,422,899 sh | 5,422,899 | $226.0M | 0.03% | -7.2% |
| 5 | WASATCH ADVISORS#5 · 4,239,474 sh | 4,239,474 | $176.7M | — | +3.4% |
| 6 | MORGAN STANLEY#6 · 3,977,125 sh | 3,977,125 | $165.7M | <0.01% | +31.8% |
| 7 | Duquesne Family Office#7 · 2,901,733 sh | 2,901,733 | $120.9M | 2.32% | -6.7% |
| 8 | GILDER GAGNON HOWE#8 · 2,517,615 sh | 2,517,615 | $104.9M | 1.08% | -1.4% |
| 9 | Route One Investment Company, L.P.#9 · 2,224,201 sh | 2,224,201 | $92.7M | 3.72% | +45.4% |
| 10 | PRINCIPAL FINANCIAL GROUP#10 · 2,070,499 sh | 2,070,499 | $86.3M | 0.04% | +11.0% |
| 11 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#11 · 1,854,584 sh | 1,854,584 | $77.3M | 0.24% | +11.1% |
| 12 | TEACHER RETIREMENT SYSTEM OF TEXAS#12 · 1,718,495 sh | 1,718,495 | $71.6M | 0.19% | +56.2% |
| 13 | 12 West Capital Management#13 · 1,717,770 sh | 1,717,770 | $71.6M | 13.39% | -24.9% |
| 14 | GOLDMAN SACHS GROUP#14 · 1,354,816 sh | 1,354,816 | $56.5M | <0.01% | +2207.5% |
| 15 | AMERIPRISE FINANCIAL#15 · 1,144,253 sh | 1,144,253 | $47.7M | <0.01% | -1.3% |
| 16 | Capital International#16 · 1,114,281 sh | 1,114,281 | $46.4M | 0.33% | +1.2% |
| 17 | Engle Capital Management, L.P.#17 · 775,574 sh | 775,574 | $32.3M | 8.88% | +8.5% |
| 18 | SEI INVESTMENTS#18 · 742,678 sh | 742,678 | $30.9M | 0.03% | -0.8% |
| 19 | Nuveen#19 · 715,199 sh | 715,199 | $29.8M | <0.01% | +59.4% |
| 20 | Point72 Asset Management, L.P.#20 · 698,172 sh | 698,172 | $29.1M | 0.03% | -20.3% |
| 21 | Carmignac Gestion#21 · 670,106 sh | 670,106 | $27.9M | 0.36% | +526.5% |
| 22 | Bronte Capital Management Pty Ltd.#22 · 533,151 sh | 533,151 | $22.2M | 2.39% | +9.4% |
| 23 | USS Investment Management Ltd#23 · 511,932 sh | 511,932 | $21.4M | 0.08% | 0.0% |
| 24 | JANE STREET GROUP#24 · 482,140 sh | 482,140 | $20.1M | <0.01% | New |
| 25 | Ancient Art, L.P.#25 · 451,497 sh | 451,497 | $18.8M | 3.84% | 0.0% |
| 26 | PRICE T ROWE ASSOCIATES#26 · 437,914 sh | 437,914 | $18.2M | <0.01% | New |
| 27 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#27 · 413,908 sh | 413,908 | $17.2M | 0.08% | +11.4% |
| 28 | HRT FINANCIAL#28 · 400,085 sh | 400,085 | $16.7M | 0.04% | +85.0% |
| 29 | Crow's Nest#29 · 380,000 sh | 380,000 | $15.8M | 4.79% | -30.9% |
| 30 | UBS Group AG#30 · 346,243 sh | 346,243 | $14.4M | <0.01% | -21.0% |
| 31 | TUDOR INVESTMENT ET AL#31 · 336,799 sh | 336,799 | $14.0M | 0.02% | +168.4% |
| 32 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A.#32 · 313,519 sh | 313,519 | $13.0M | 0.08% | +23.0% |
| 33 | Ghisallo Capital Management#33 · 307,618 sh | 307,618 | $12.8M | 0.25% | +207.6% |
| 34 | BANK OF AMERICA#34 · 305,771 sh | 305,771 | $12.7M | <0.01% | -17.5% |
| 35 | Burkehill Global Management#35 · 275,000 sh | 275,000 | $11.5M | 0.41% | New |
| 36 | THORNBURG INVESTMENT MANAGEMENT#36 · 273,003 sh | 273,003 | $11.4M | 0.11% | +60.9% |
| 37 | DRIEHAUS CAPITAL MANAGEMENT#37 · 265,412 sh | 265,412 | $11.1M | 0.06% | +55.9% |
| 38 | White Oak Capital Partners Pte. Ltd.#38 · 262,488 sh | 262,488 | $10.9M | 2.56% | +30.2% |
| 39 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#39 · 255,111 sh | 255,111 | $10.6M | <0.01% | New |
| 40 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt#40 · 253,980 sh | 253,980 | $10.6M | <0.01% | +14.9% |
| 41 | Atika Capital Management#41 · 250,000 sh | 250,000 | $10.4M | 0.68% | +162.6% |
| 42 | MILLENNIUM MANAGEMENT#42 · 240,356 sh | 240,356 | $10.0M | <0.01% | +39.2% |
| 43 | Mitsubishi UFJ & Banking#43 · 236,613 sh | 236,613 | $9.9M | 0.02% | +45.1% |
| 44 | DnB Asset Management AS#44 · 236,314 sh | 236,314 | $9.9M | 0.03% | New |
| 45 | Itau Unibanco Holding S.A.#45 · 230,515 sh | 230,515 | $9.5M | 0.18% | -78.3% |
| 46 | BNP PARIBAS FINANCIAL MARKETS#46 · 218,990 sh | 218,990 | $9.1M | <0.01% | -18.7% |
| 47 | Mawer Investment Management Ltd.#47 · 212,570 sh | 212,570 | $8.9M | 0.06% | New |
| 48 | MARSHALL WACE, LLP#48 · 196,467 sh | 196,467 | $8.2M | <0.01% | -30.0% |
| 49 | BAILLIE GIFFORD#49 · 194,881 sh | 194,881 | $8.1M | <0.01% | 0.0% |
| 50 | Fiera Capital#50 · 181,644 sh | 181,644 | $7.6M | 0.03% | New |
| 51 | Hound Partners#51 · 174,242 sh | 174,242 | $7.3M | 0.84% | New |
| 52 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.#52 · 173,348 sh | 173,348 | $7.2M | 0.06% | New |
| 53 | Bayberry Capital Partners#53 · 168,500 sh | 168,500 | $7.0M | 2.42% | New |
| 54 | Capital International Sarl#54 · 164,914 sh | 164,914 | $6.9M | 0.10% | +23.9% |
| 55 | Bank of New York Mellon#55 · 159,903 sh | 159,903 | $6.7M | <0.01% | -31.9% |
| 56 | VAN ECK ASSOCIATES#56 · 154,597 sh | 154,597 | $6.4M | <0.01% | +110.9% |
| 57 | SEVEN GRAND MANAGERS#57 · 150,000 sh | 150,000 | $6.3M | 0.25% | New |
| 58 | WILLIAM BLAIR INVESTMENT MANAGEMENT#58 · 142,226 sh | 142,226 | $5.9M | 0.02% | -3.5% |
| 59 | WELLS FARGO & COMPANY#59 · 141,038 sh | 141,038 | $5.9M | <0.01% | +47.8% |
| 60 | Estuary Capital Management#60 · 139,128 sh | 139,128 | $5.8M | 0.98% | New |
| 61 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#61 · 138,530 sh | 138,530 | $5.8M | 0.04% | 0.0% |
| 62 | MIRABELLA FINANCIAL SERVICES LLP#62 · 126,640 sh | 126,640 | $5.3M | 0.50% | +257.3% |
| 63 | Hodges Capital Management#63 · 126,075 sh | 126,075 | $5.3M | 0.35% | -10.5% |
| 64 | CIDEL ASSET MANAGEMENT#64 · 118,334 sh | 118,334 | $4.9M | 0.24% | New |
| 65 | Ninety One UK Ltd#65 · 112,431 sh | 112,431 | $4.7M | — | -8.1% |
| 66 | CITADEL ADVISORS#66 · 104,741 sh | 104,741 | $4.4M | <0.01% | New |
| 67 | DODGE & COX#67 · 90,700 sh | 90,700 | $3.8M | <0.01% | 0.0% |
| 68 | XTX Topco Ltd#68 · 82,505 sh | 82,505 | $3.4M | 0.04% | +114.0% |
| 69 | BW Gestao de Investimentos Ltda.#69 · 75,000 sh | 75,000 | $3.1M | 0.06% | New |
| 70 | GABELLI FUNDS#70 · 69,000 sh | 69,000 | $2.9M | 0.02% | +16.9% |
| 71 | Zweig-DiMenna Associates#71 · 64,100 sh | 64,100 | $2.7M | 0.24% | New |
| 72 | LAZARD ASSET MANAGEMENT#72 · 62,815 sh | 62,815 | $2.6M | <0.01% | -1.5% |
| 73 | Neuberger Berman Group#73 · 60,486 sh | 60,486 | $2.5M | <0.01% | +25.5% |
| 74 | Squarepoint Ops#74 · 60,342 sh | 60,342 | $2.5M | <0.01% | +293.9% |
| 75 | Susquehanna Portfolio Strategies#75 · 58,479 sh | 58,479 | $2.4M | 0.04% | +131.5% |
| 76 | DELTEC ASSET MANAGEMENT#76 · 54,500 sh | 54,500 | $2.3M | — | +11.5% |
| 77 | CITIGROUP#77 · 54,094 sh | 54,094 | $2.3M | <0.01% | -84.7% |
| 78 | Militia Capital Management#78 · 49,011 sh | 49,011 | $2.0M | 0.06% | 0.0% |
| 79 | FIRST ADVISORS#79 · 47,818 sh | 47,818 | $2.0M | <0.01% | New |
| 80 | Aquatic Capital Management#80 · 43,117 sh | 43,117 | $1.8M | 0.06% | New |
| 81 | Schonfeld Strategic Advisors#81 · 42,087 sh | 42,087 | $1.8M | <0.01% | New |
| 82 | VELA Investment Management#82 · 41,600 sh | 41,600 | $1.7M | 0.37% | +6.4% |
| 83 | Mariner#83 · 39,858 sh | 39,858 | $1.7M | <0.01% | +6.4% |
| 84 | ENVESTNET ASSET MANAGEMENT#84 · 38,171 sh | 38,171 | $1.6M | <0.01% | +28.7% |
| 85 | LB Partners#85 · 35,000 sh | 35,000 | $1.5M | 0.99% | 0.0% |
| 86 | Orion Porfolio Solutions#86 · 33,923 sh | 33,923 | $1.4M | 0.01% | +34.5% |
| 87 | Quadrature Capital Ltd#87 · 33,621 sh | 33,621 | $1.4M | 0.01% | New |
| 88 | Walleye Capital#88 · 33,215 sh | 33,215 | $1.4M | <0.01% | New |
| 89 | BARINGS#89 · 28,476 sh | 28,476 | $1.2M | — | New |
| 90 | Fideuram Asset Management (Ireland) dac#90 · 28,116 sh | 28,116 | $1.1M | 0.02% | New |
| 91 | Daiwa Securities Group#91 · 25,285 sh | 25,285 | $1.1M | <0.01% | +48.9% |
| 92 | Fieldview Capital Management#92 · 24,548 sh | 24,548 | $1.0M | 0.29% | New |
| 93 | Banco BTG Pactual S.A.#93 · 24,000 sh | 24,000 | $1.0M | 0.08% | New |
| 94 | GSA CAPITAL PARTNERS LLP#94 · 22,439 sh | 22,439 | $935.0K | 0.06% | -62.9% |
| 95 | Harbour Capital Advisors#95 · 21,125 sh | 21,125 | $899.5K | — | +12.8% |
| 96 | State of Wyoming#96 · 20,715 sh | 20,715 | $863.2K | 0.09% | +51.9% |
| 97 | TD ASSET MANAGEMENT#97 · 19,182 sh | 19,182 | $799.3K | <0.01% | New |
| 98 | CenterBook Partners#98 · 17,618 sh | 17,618 | $734.1K | 0.04% | New |
| 99 | Y-Intercept (Hong Kong) Ltd#99 · 17,581 sh | 17,581 | $732.6K | — | New |
| 100 | Toroso Investments#100 · 17,456 sh | 17,456 | $727.4K | <0.01% | -4.7% |
Funds that sold out of TBBB in Q2 2026 (17)
Held TBBB at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Grandeur Peak Global Advisors1,030,530 sh | 1,030,530 | $36.4M |
| GREENOAKS CAPITAL PARTNERS279,720 sh | 279,720 | $9.9M |
| Invesco Ltd.67,848 sh | 67,848 | $2.4M |
| Jump Financial44,700 sh | 44,700 | $1.6M |
| ALTFEST L J25,584 sh | 25,584 | $904.9K |
| Mission Creek Capital Partners15,477 sh | 15,477 | $547.4K |
| Centiva Capital14,378 sh | 14,378 | $508.6K |
| Shay Capital10,860 sh | 10,860 | $384.1K |
| Verition Fund Management9,934 sh | 9,934 | $351.4K |
| Entropy Technologies8,902 sh | 8,902 | $314.9K |
| Diametric Capital6,861 sh | 6,861 | $242.7K |
| Advisory Services Network1,493 sh | 1,493 | $52.8K |
| Golden State Equity Partners215 sh | 215 | $7.6K |
| Root Financial Partners200 sh | 200 | $7.1K |
| Rachor Investment Advisory Services148 sh | 148 | $5.2K |
| MAI Capital Management19 sh | 19 | $673.00 |
| Westside Investment Management17 sh | 17 | $601.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.