Bbb Foods Inc (TBBB) Hedge Fund Ownership (Q2 2026)

Bbb Foods Inc (TBBB)

167 + Investors. Track Smart Money conviction in TBBB. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — TBBB

Based on 168 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added TBBB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

168 hedge funds hold TBBB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +62% more funds vs a year ago

fund count last 6Q

+64 new funds entered over the past year (+62% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 70% buying

121 buying52 selling

Last quarter: 121 funds were net buyers (56 opened a brand new position + 65 added to an existing one). Only 52 were sellers (34 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+24 vs last Q)

new funds entering per quarter

Funds opening a new TBBB position: 21 → 43 → 32 → 56. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 42% entered in last year

■ 23% conviction (2yr+) ■ 35% medium ■ 42% new

Only 39 funds (23%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💰

Value +38% but shares only +19% — price-driven

Value

+37%

+19%

Last quarter: the total dollar value of institutional holdings rose +38%, but actual share count only changed +19%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

22 → 21 → 43 → 32 → 56 new funds/Q

New funds entering each quarter: 21 → 43 → 32 → 56. A growing number of institutions are discovering TBBB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 27% veterans, 49% new entrants

■ 27% veterans ■ 24% 1-2yr ■ 49% new

Of 173 current holders: 47 (27%) held 2+ years, 42 held 1–2 years, 84 (49%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds

35 of 167 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in TBBB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.8

out of 10

Moderate Exit Risk

Exit risk score 4.8/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	167	130	28.46%
13F Shares	71M	59M	19.31%
Total Value	$2.73B	$1.98B	37.87%
New Positions	56	32	+24
Increased Positions	64	50	+14
Closed Positions	18	31	-13
Reduced Positions	33	31	+2
Total Calls	4	4	-
Total Puts	2	1	100.0%
PUT/CALL Ratio	0.5	0.25	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

167

130

28.46%

13F Shares

71M

59M

19.31%

Total Value

$2.73B

$1.98B

37.87%

New Positions

+24

Increased Positions

+14

Closed Positions

-13

Reduced Positions

Total Calls

Total Puts

100.0%

PUT/CALL Ratio

0.5

0.25

Bullish

Institutional Holders (2026 Q2)

167 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TBBB. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 TBBB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	12 West Capital Management LP	13.39%	1,717,770	$71.6M
2	Engle Capital Management, L.P.	8.88%	775,574	$32.3M
3	Crow's Nest Holdings LP	4.79%	380,000	$15.8M
4	Ancient Art, L.P.	3.84%	451,497	$18.8M
5	Route One Investment Company, L.P.	3.72%	2,224,201	$92.7M
6	Ashoka WhiteOak Capital Pte Ltd	2.56%	262,488	$10.9M
7	Bayberry Capital Partners LP	2.42%	168,500	$7.0M
8	Bronte Capital Management Pty Ltd.	2.39%	533,151	$22.2M
9	Wasatch Advisors LP	1.16%	4,239,474	$176.7M
10	Gilder Gagnon Howe & Co LLC	1.08%	2,517,615	$104.9M
11	LB Partners LLC	0.99%	35,000	$1.5M
12	Estuary Capital Management LP	0.98%	139,128	$5.8M
13	Orbis Allan Gray Ltd	0.96%	6,735,036	$280.6M
14	Hound Partners, LLC	0.84%	174,242	$7.3M
15	Atika Capital Management LLC	0.68%	250,000	$10.4M
16	Mirabella Financial Services LLP	0.50%	126,640	$5.3M
17	Burkehill Global Management, LP	0.41%	275,000	$11.5M
18	VELA Investment Management, LLC	0.37%	41,600	$1.7M
19	Carmignac Gestion	0.36%	670,106	$27.9M
20	Hodges Capital Management Inc.	0.35%	126,075	$5.3M
21	Deltec Asset Management LLC	0.34%	54,500	$2.3M
22	Capital International, Inc./CA/	0.33%	1,114,281	$46.4M
23	Fieldview Capital Management, LLC	0.29%	24,548	$1.0M
24	Seven Grand Managers, LLC	0.25%	150,000	$6.3M
25	Ghisallo Capital Management LLC	0.25%	307,618	$12.8M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Bbb Foods Inc (TBBB)

What does the Smart Money Trend signal show for TBBB?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added TBBB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TBBB?

More buyers than sellers — 70% buying: Last quarter: 121 funds were net buyers (56 opened a brand new position + 65 added to an existing one). Only 52 were sellers (34 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TBBB holders?

Elite ownership — 47% AUM from top-100 funds: 35 of 167 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in TBBB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TBBB?

Mostly new holders — 42% entered in last year: Only 39 funds (23%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Bbb Foods Inc (TBBB)

Smart Money Signals — TBBB

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +62% more funds vs a year ago

More buyers than sellers — 70% buying

More new buyers each quarter (+24 vs last Q)

Mostly new holders — 42% entered in last year

Value +38% but shares only +19% — price-driven

Growing discovery — still being found

Mixed cohorts — 27% veterans, 49% new entrants

Elite ownership — 47% AUM from top-100 funds

Institutional Sentiment Summary — TBBB

Hedge Fund Ownership: TBBB

Market Analysis: TBBB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TBBB

Hedge Fund Positioning: TBBB

Statistics: TBBB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Bbb Foods Inc (TBBB)

Welcome to 13Foresight!