SIB LLC TBBB β€” BBB FOODS INC.

Ownership history in SIB LLC  Β·  4 quarters on record

AI Ownership Summary

SIB LLC reported BBB FOODS INC. (TBBB) in 4 quarterly 13F filings from 2024 Q1 through 2024 Q4. Peak portfolio weight reached 4.47% in 2024 Q4. The latest visible filing shows TBBB at 4.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TBBB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SIB LLC's position in BBB FOODS INC., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q4

TBBB was reported at 4.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.47% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2024 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SIB LLC held TBBB β€” position size vs. price
% of Fund (quarterly)    TBBB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 UNCHANGED β€” β€” β€” 300,000 β€” 0% 4.47% $8.5M 2025-02-14 (Est.) $28.02
2024 Q3 UNCHANGED β€” β€” β€” 300,000 β€” 0% 4.40% $9.0M 2024-11-14 $31.91
2024 Q2 ADDED β€” β€” β€” 300,000 +100,000 +50.0% 3.81% $7.2M 2024-08-14 $28.00
2024 Q1 INITIATED β€” β€” β€” 200,000 β€” β€” 2.24% $4.8M 2024-04-26 $23.11

FAQ About SIB LLC and TBBB

These are the practical questions this page is built to answer before you even open the full history table.

How long has SIB LLC reported owning TBBB?

SIB LLC reported TBBB across 4 quarterly 13F filings, from 2024 Q1 through 2024 Q4.

What was the largest reported TBBB position in SIB LLC's portfolio?

The largest reported portfolio weight for TBBB was 4.47% in 2024 Q4.

What is the latest reported TBBB position on this page?

The most recent filing on this page is 2024 Q4, when SIB LLC reported 300,000 shares, equal to 4.47% of portfolio, with an estimated market value of $8.5M.

What does the chart on this TBBB ownership page compare?

The chart compares SIB LLC's quarterly TBBB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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