12 West Capital Management’s BBB Foods TBBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$67.2M Buy
2,419,058
+130,000
+6% +$3.61M 7.1% 5
2025
Q1
$61.1M Buy
2,289,058
+572,500
+33% +$15.3M 9.01% 4
2024
Q4
$48.5M Buy
+1,716,558
New +$48.5M 5.09% 7