Which hedge funds own TBBB? BBB FOODS INC, Q2 2026 13F holders
40 tracked hedge funds disclosed a position in TBBB (BBB FOODS INC) in their Q2 2026 13F filings, worth $543.8m in total. The largest holder by portfolio weight is 12 West Capital Management LP at 13.4% of its book. 18 opened a new position this quarter: Bayberry Capital Partners LP, Estuary Capital Management LP, Hound Partners, LLC, Burkehill Global Management, LP. 4 exited: Diametric Capital, LP, Centiva Capital, LP, Entropy Technologies, LP.
- 40
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 18
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 4
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $52.5m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $1.4m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $544m
- Combined value Sum of the holders' reported positions in the security.
- 3.2%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Diametric Capital, LP | 0.06% | $243k |
| Centiva Capital, LP | 0.02% | $509k |
| Entropy Technologies, LP | 0.01% | $315k |
| Verition Fund Management LLC | 0.0% | $351k |
Ownership over time
Who discovered TBBB first? Beta
| 12 West Capital Management LP high conviction | Q1 2025 | +5.1 pts |
| Engle Capital Management, L.P. high conviction | Q2 2024 | +4.8 pts |
| 3G Capital Partners LP high conviction | Q2 2025 | +2.3 pts |
| Crow's Nest Holdings LP | Q4 2025 | +1.0 pts |
| Ghisallo Capital Management LLC | Q1 2024 | +0.4 pts |
| Zweig-DiMenna Associates LLC | Q2 2024 | +0.3 pts |
| TT International Asset Management LTD high conviction | Q1 2024 | +0.1 pts |
| Seven Grand Managers, LLC | Q1 2024 | −0.1 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.