TBBB
BBB Foods Inc. · Consumer Defensive · Discount Stores
Momentum inputs (comparable managers):
holder breadth -16.7% ·
share flow +13.4% ·
net new positions -20.0%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1.12M | $59.03M | n/a | n/a |
| 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 | n/a | n/a |
| 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 | n/a |
| Q4 2024 | 2 | -2 | 177.03K | $5.01M | n/a | −2 |
| Q3 2024 | 4 | 0 | 431.30K | $12.94M | +1 | −1 |
| Q2 2024 | 4 | n/a | 1.24M | $29.63M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 5.90M | -0.3% | $158.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 3.57M | n/a | $96.22M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 3 | Duquesne Family Office ✦ | 1.18M | +228.1% | $31.90M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 1.13M | +20181.4% | $30.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 5 | JPMorgan Chase ✦ | 681.46K | n/a | $18.37M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 6 | Goldman Sachs Group ✦ | 285.84K | n/a | $7.71M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Marshall Wace ✦ | 281.72K | +106.8% | $7.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Millennium Management ✦ | 196.35K | -73.7% | $5.29M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 9 | Baillie Gifford ✦ | 194.85K | +123.4% | $5.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Citadel Advisors ✦ | 25.28K | New | $681,495 | 0.0% | New | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $681,495 | 0.0% |
Exited
| Point72 Asset Management | $749,520 | was 0.0% |
| Wellington Management | $520,972 | was 0.0% |
| Two Sigma Investments | $463,509 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 127 holders, 59.16M shares, $1.96B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Director · 7.62K sh · $388,773
Director · 7.62K sh · $384,962
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
17.4% of class · View original SEC filing ↗