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

12 West Capital Management’s Portfolio TBBB Stock Details TBBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$71.6M	Sell	1,717,770 -570,000	-25%	-$21.8M	13.39%	2
2026 Q1	$80.9M	Sell	2,287,770 -75,000	-3%	-$2.62M	13.66%	3
2025 Q4	$78.9M	Sell	2,362,770 -1,020,000	-30%	-$30.5M	9.4%	4
2025 Q3	$91.2M	Buy	3,382,770 +963,712	+40%	+$25.1M	9.46%	4
2025 Q2	$67.2M	Buy	2,419,058 +130,000	+6%	+$3.66M	7.1%	5
2025 Q1	$61.1M	Buy	2,289,058 +572,500	+33%	+$16M	9.01%	4
2024 Q4	$48.5M	Buy	+1,716,558	New	+$53.5M	5.09%	7

Other funds holding TBBB

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DFO

Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

12 West Capital Management's TBBB Position: Q2 2026 in Review

12 West Capital Management reduced its BBB Foods (TBBB) stake by 25% in Q2 2026, selling an estimated $21.8M and leaving 1,717,770 shares worth $71.6M. The position accounts for 13.39% of the portfolio, ranked #2.

12 West Capital Management first reported a position in TBBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $91.2M in Q3 2025. 165 funds tracked by Wall St. Rank hold TBBB as of Q2 2026.

12 West Capital Management held 1,717,770 shares of BBB Foods worth $71.6M as of Q2 2026.
12 West Capital Management sold 570,000 BBB Foods shares in Q2 2026, an estimated $21.8M.
BBB Foods made up 13.39% of 12 West Capital Management's portfolio in Q2 2026, its #2 holding.
12 West Capital Management first reported a position in BBB Foods in Q4 2024 and has held it in 7 quarters since.
12 West Capital Management's BBB Foods position peaked at $91.2M in Q3 2025.
165 funds tracked by Wall St. Rank held BBB Foods as of Q2 2026.

Based on 12 West Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.