证券记录 · 已归档季度
TBBB
BBB Foods Inc. · Consumer Defensive · Discount Stores
55被追踪持有人
+8Δ持有人
33.01M持有股份
$1.17B报告持仓市值
+15新建仓位
−7清仓
动量输入（同类管理人）：
持有人广度 +17.0% ·
股份流向 +6.8% ·
净新建仓位 +14.5%
· 公式
广泛增持：持股数量上升，持有人数量增加
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | +1 | 1.12M | $59.03M | +1 | 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 |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 6.20M | +6.5% | $219.46M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 2 | Capital Research Global Investors | 5.85M | 0.0% | $206.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Capital International Investors | 4.24M | +0.2% | $149.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Duquesne Family Office ✦ | 3.11M | +16.2% | $109.97M | 3.7% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 3.02M | -14.6% | $106.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 6 | Principal Financial Group Inc | 1.87M | 新增 | $65.97M | 0.0% | New | 1 | SEC ↗ |
| 7 | Kayne Anderson Rudnick Investment… | 1.67M | +158.4% | $59.03M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Ameriprise Financial Inc | 1.16M | -3.8% | $41.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 9 | Point72 Asset Management ✦ | 876.20K | 新增 | $30.99M | 0.1% | New | 1 | SEC ↗ |
| 10 | Sei Investments Co | 748.63K | +10.8% | $26.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Nuveen, LLC | 448.82K | +2.5% | $15.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | UBS Group AG | 438.21K | +19.9% | $15.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Bank Of America Corp /De/ | 370.41K | -50.2% | $13.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 14 | Citigroup Inc | 354.18K | -9.9% | $12.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Marshall Wace ✦ | 280.85K | -39.9% | $9.93M | 0.0% | ▼ Trim | 5 | SEC ↗ ×3 |
| 16 | Bnp Paribas Financial Markets | 269.40K | +72.7% | $9.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 234.77K | +7.5% | $8.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 18 | DZ BANK AG Deutsche Zentral… | 220.99K | +31.4% | $7.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 19 | Hrt Financial Lp | 216.24K | +567.2% | $7.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Baillie Gifford ✦ | 194.85K | 0.0% | $6.89M | 0.0% | Held | 4 | SEC ↗ ×2 |
| 21 | Millennium Management ✦ | 172.66K | -77.8% | $6.11M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 22 | Mitsubishi UFJ Trust & Banking Corp | 163.12K | 新增 | $5.77M | 0.0% | New | 1 | SEC ↗ |
| 23 | Tudor Investment Corp Et Al | 125.49K | +42.0% | $4.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Ninety One UK Ltd | 122.33K | 新增 | $4.33M | 0.0% | New | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 95.40K | +7324.1% | $3.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Dodge & Cox ✦ | 90.70K | 新增 | $3.21M | 0.0% | New | 1 | SEC ↗ |
| 27 | Invesco Ltd. | 67.85K | 新增 | $2.40M | 0.0% | New | 1 | SEC ↗ |
| 28 | Lazard Asset Management Llc | 63.74K | +12.4% | $2.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Goldman Sachs Group ✦ | 58.71K | -83.7% | $2.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Neuberger Berman Group LLC | 48.19K | -2.9% | $1.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 31 | Mariner, LLC | 37.45K | +30.1% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 29.66K | 新增 | $1.05M | 0.0% | New | 1 | SEC ↗ |
| 33 | Susquehanna International Group, Llp | 22.75K | +131.4% | $804,809 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Raymond James Financial Inc | 18.40K | 新增 | $650,915 | 0.0% | New | 1 | SEC ↗ ×2 |
| 35 | Tidal Investments LLC | 18.32K | 新增 | $648,120 | 0.0% | New | 1 | SEC ↗ |
| 36 | Daiwa Securities Group Inc. | 16.98K | 新增 | $600,547 | 0.0% | New | 1 | SEC ↗ |
| 37 | Stifel Financial Corp | 15.71K | 新增 | $555,734 | 0.0% | New | 1 | SEC ↗ |
| 38 | Squarepoint Ops LLC | 15.32K | 新增 | $541,798 | 0.0% | New | 1 | SEC ↗ |
| 39 | Balyasny Asset Management L.P. | 12.53K | -38.7% | $443,292 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Royal Bank Of Canada | 11.41K | +19.6% | $404,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 41 | Jones Financial Companies Lllp | 5.95K | +46.3% | $203,854 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Simplex Trading, Llc | 5.68K | -18.5% | $200,760 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Barclays Plc | 5.55K | 新增 | $196,410 | 0.0% | New | 1 | SEC ↗ |
| 44 | Toronto Dominion Bank | 5.00K | 0.0% | $177,000 | 0.0% | Held | 2 | SEC ↗ |
| 45 | BlackRock ✦ (被动) | 2.93K | -99.7% | $103,775 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 46 | National Bank Of Canada /Fi/ | 2.47K | +518.2% | $87,297 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Us Bancorp \De\ | 2.18K | 新增 | $77,036 | 0.0% | New | 1 | SEC ↗ ×2 |
| 48 | Legal & General Group Plc | 1.39K | 0.0% | $49,270 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Osaic Holdings, Inc. | 1.33K | +24.9% | $47,147 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Cwm, Llc | 613 | +36.2% | $21,682 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Group One Trading Llc | 500 | 新增 | $17,685 | 0.0% | New | 1 | SEC ↗ |
| 52 | Russell Investments Group, Ltd. | 119 | 0.0% | $4,209 | 0.0% | Held | 2 | SEC ↗ |
| 53 | Deutsche Bank Ag\ | 100 | 0.0% | $3,537 | 0.0% | Held | 2 | SEC ↗ |
| 54 | UBS AM, a distinct business unit of… | 74 | +42.3% | $2,617 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 35 | -100.0% | $1,202 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Principal Financial Group Inc | $65.97M | 0.0% |
| Point72 Asset Management | $30.99M | 0.1% |
| Mitsubishi UFJ Trust &… | $5.77M | 0.0% |
| Ninety One UK Ltd | $4.33M | 0.0% |
| Dodge & Cox | $3.21M | 0.0% |
| Invesco Ltd. | $2.40M | 0.0% |
| Envestnet Asset Management Inc | $1.05M | 0.0% |
| Raymond James Financial Inc | $650,915 | 0.0% |
| Tidal Investments LLC | $648,120 | 0.0% |
| Daiwa Securities Group Inc. | $600,547 | 0.0% |
| Stifel Financial Corp | $555,734 | 0.0% |
| Squarepoint Ops LLC | $541,798 | 0.0% |
已清仓
| Manufacturers Life Insurance… | $9.03M | 曾为 0.0% |
| Healthcare Of Ontario Pension… | $4.35M | 曾为 0.0% |
| Citadel Advisors | $3.86M | 曾为 0.0% |
| Jane Street Group, Llc | $3.85M | 曾为 0.0% |
| Hsbc Holdings Plc | $1.13M | 曾为 0.0% |
| Bank Of Nova Scotia | $267,003 | 曾为 0.0% |
| Rockefeller Capital… | $1,670 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 127 持有人, 59.16M 股份, $1.96B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Sep 09
Reich Sapire Rose Nicole…
Director · 7.62K 股 · $388,773
Sep 02
Reich Sapire Rose Nicole…
Director · 7.62K 股 · $384,962
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
Oct 09
SC 13G/A: WASATCH ADVISORS LP
Aug 14
SC 13G/A: ORBIS INVESTMENT MANAGEMENT LTD
Aug 14
SC 13G/A: QS Management Ltd.
Aug 13
SC 13G/A: MORGAN STANLEY
Aug 12
SC 13G/A: Capital International Investors
Aug 12
SC 13G/A: Capital Research Global Investors
Jul 29
SC 13G: Duquesne Family Office LLC
Jul 09
SC 13G/A: WASATCH ADVISORS LP
Jun 17
SC 13D: Hatoum Kamal Anthony
17.4% 占股份类别 · 查看 SEC 原始申报文件 ↗
Jun 05
SC 13G/A: ORBIS INVESTMENT MANAGEMENT LTD
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据