§ RETAIL
USD · RetailTBBB
BBB FOODS INC-CLASS A
USDSector · Retail
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
120 increased/new, 36 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Fidelity Management | 6.2M | 0.0% | +6% |
| Capital Research Global Investors | 5.8M | 0.0% | +0% |
| Orbis Allan Gray Ltd | 5.6M | 0.8% | +72% |
| Capital International Investors | 4.2M | 0.0% | +0% |
| WASATCH ADVISORS LP | 4.1M | 1.0% | +20% |
| Morgan Stanley | 3.0M | 0.0% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for TBBB as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER48.3% · 0 holders
OTHER23.4% · 86 holders
QUALITY / COMPOUNDER17.3% · 10 holders
DEALER / BANK4.6% · 17 holders
TACTICAL / MACRO3.0% · 5 holders
INCOME / DEFENSIVE2.7% · 3 holders
SYSTEMATIC / QUANT0.3% · 4 holders
GROWTH / MOMENTUM0.2% · 1 holder
DEEP VALUE0.1% · 1 holder
PASSIVE / INDEX0.1% · 3 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for TBBB in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention TBBB yet.