TBBB
BBB Foods Inc. · Consumer Defensive · Discount Stores
Señales de momentum (gestores comparables):
amplitud de titulares +28.6% ·
flujo de acciones -10.0% ·
nuevas posiciones netas +20.0%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 64 | +10 | 40.86M | $1.70B | +11 | −1 |
| Q1 2026 | 55 | +8 | 33.01M | $1.17B | +15 | −7 |
| Q4 2025 | 47 | 0 | 30.89M | $1.03B | — | — |
| Q3 2025 | 10 | -2 | 13.44M | $362.36M | +1 | −3 |
| Q2 2025 | 9 | +2 | 7.32M | $203.08M | +3 | −1 |
| Q1 2025 | 5 | +3 | 2.21M | $58.98M | +3 | — |
| Q4 2024 | 2 | -2 | 177.03K | $5.01M | — | −2 |
| Q3 2024 | 4 | 0 | 431.30K | $12.94M | +1 | −1 |
| Q2 2024 | 4 | — | 1.24M | $29.63M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 5.92M | — | $164.22M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 5.92M | — | $164.22M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 5.92M | — | $164.22M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Millennium Management ✦ | 747.61K | -39.8% | $20.75M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 5 | Duquesne Family Office ✦ | 360.55K | Nuevo | $10.01M | 0.3% | New | 1 | SEC ↗ |
| 6 | Marshall Wace ✦ | 136.26K | -13.8% | $3.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Marshall Wace ✦ | 136.26K | -13.8% | $3.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Marshall Wace ✦ | 136.26K | -13.8% | $3.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Baillie Gifford ✦ | 87.23K | Nuevo | $2.42M | 0.0% | New | 1 | SEC ↗ |
| 10 | Baillie Gifford ✦ | 87.23K | Nuevo | $2.42M | 0.0% | New | 1 | SEC ↗ |
| 11 | Point72 Asset Management ✦ | 27.00K | +103.5% | $749,520 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wellington Management ✦ | 18.77K | Nuevo | $520,972 | 0.0% | New | 1 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 16.70K | -69.7% | $463,509 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 5.56K | — | $154,262 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 5.56K | — | $154,262 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 5.56K | — | $154,262 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (pasivo) | 5.56K | — | $154,262 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (pasivo) | 5.56K | — | $154,262 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (pasivo) | 5.56K | — | $154,262 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Duquesne Family Office | $10.01M | 0.3% |
| Baillie Gifford | $2.42M | 0.0% |
| Baillie Gifford | $2.42M | 0.0% |
| Wellington Management | $520,972 | 0.0% |
Posición cerrada
| Citadel Advisors | $19.82M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 127 tenedores, 59.16M acciones, $1.96B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
17.4% de clase · Ver presentación original ante la SEC ↗