TBBB
BBB Foods Inc. · Consumer Defensive · Discount Stores
Momentum-inputs (vergelijkbare managers):
breedte van houders +28.6% ·
aandelenstroom -10.0% ·
netto nieuwe posities +20.0%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Nieuw | $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 | Nieuw | $2.42M | 0.0% | New | 1 | SEC ↗ |
| 10 | Baillie Gifford ✦ | 87.23K | Nieuw | $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 | Nieuw | $520,972 | 0.0% | New | 1 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 16.70K | -69.7% | $463,509 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 14 | BlackRock ✦ (passief) | 5.56K | — | $154,262 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passief) | 5.56K | — | $154,262 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passief) | 5.56K | — | $154,262 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passief) | 5.56K | — | $154,262 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passief) | 5.56K | — | $154,262 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passief) | 5.56K | — | $154,262 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| 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% |
Verlaten
| Citadel Advisors | $19.82M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 127 houders, 59.16M aandelen, $1.96B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
17.4% van klasse · Originele SEC-indiening bekijken ↗