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BBB Foods (TBBB): which funds own it

Consumer Staples →Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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Sections with a free account

12 concentrated managers hold it (+3 vs last quarter) with a median weight of 3.3%. 1 officer or director bought in 6 months.

Who owns BBB Foods?

Holders that filed a Schedule 13D or 13G with the SEC for owning more than 5% of the shares: Kamal Anthony Hatoum (13D filed Jun 17, 2026), Capital International Investors (13G/A filed Aug 12, 2026), FMR (13G/A filed Feb 12, 2025), Orbis Investment Management (13G/A filed Aug 14, 2026) and Capital Research Global Investors (13G/A filed Aug 12, 2026). As of Jun 30, 2026, the largest holders reported on Form 13F were Capital International Investors (7.5 million shares), FMR (7.4 million shares) and Orbis Allan Gray (6.7 million shares).

Which institutions hold the most BBB Foods shares?

Per Form 13F filings as of Jun 30, 2026:

  1. 1. Capital International Investors: 7.5 million shares
  2. 2. FMR: 7.4 million shares
  3. 3. Orbis Allan Gray: 6.7 million shares
  4. 4. Capital Research Global Investors: 5.4 million shares
  5. 5. Wasatch Advisors: 4.2 million shares
  6. 6. Morgan Stanley: 4.0 million shares
  7. 7. Duquesne Family Office: 2.9 million shares
  8. 8. Gilder Gagnon Howe: 2.5 million shares
  9. 9. Route One Investment: 2.2 million shares
  10. 10. Principal Financial Group: 2.1 million shares

Sources:13D by Kamal Anthony Hatoum (Jun 17, 2026) ↗13G/A by Capital International Investors (Aug 12, 2026) ↗13G/A by FMR (Feb 12, 2025) ↗13G/A by Orbis Investment Management (Aug 14, 2026) ↗13G/A by Capital Research Global Investors (Aug 12, 2026) ↗All of the company's proxy statements on EDGAR ↗

We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.

Well-known investors holding it

Stanley Druckenmiller 13F (Q2 2026)

Concentrated managers
12
All 13F: 164
Consensus
41/100
across 12 concentrated managersRanks by accumulation, portfolio weight and number of managers; it does not say more are buying than selling.
Price at Jun 30, 2026 (per 13F)
$41.67
+17.8% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

Change in managers (9 → 12): 3 opened · 0 exited = +3

Net flow in the quarter: +$11.6M (+279 K shares) · bought $71.4M and sold $59.8MShares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.

The set of concentrated managers changed between quarters: with the set as it was then, 8 held it last quarter (the chart point); with today's set, 9 (the base for the change).

Concentrated managers holding it

Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.

Largest holders of TBBB (all 13F filers)

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Insiders (Form 4)

Officers and directors who bought (6 m)
1
Amount (6 m)
$325K
CEO/CFO bought (12 m)
Yes

10% owners who bought (6 m): 0

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.

This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.

  • Wasatch Advisors3.4%(fell below 5%)13G · amendmentfiling ↗Event: Sep 30, 2026 · filed: Oct 9, 2026
  • Quilvest Capital Partners3.5%(fell below 5%)13G · amendmentfiling ↗Event: Jun 30, 2026 · filed: Aug 14, 2026
  • Orbis Investment Management8.6%13G · amendmentfiling ↗Event: Jun 30, 2026 · filed: Aug 14, 2026

Above 5% over time (13D/13G)

Each holder with its filings in order. History since December 2024.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗

Other Consumer Staples stocks in managers' portfolios

Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.

All of Consumer Staples →

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