Bayberry Capital Partners’s BBB Foods TBBB Stock Holding History

Bayberry Capital Partners’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	$7.02M	Buy	+168,500	New	+$6.43M	2.42%	21

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

Bayberry Capital Partners's TBBB Position: Q2 2026 in Review

Bayberry Capital Partners opened a new position in BBB Foods (TBBB) in Q2 2026: 168,500 shares worth $7.02M. The stake represents 2.42% of the portfolio and ranks #21 among its holdings.

165 funds tracked by Wall St. Rank hold TBBB as of Q2 2026.

Bayberry Capital Partners held 168,500 shares of BBB Foods worth $7.02M as of Q2 2026.
BBB Foods was a new Bayberry Capital Partners position in Q2 2026.
BBB Foods made up 2.42% of Bayberry Capital Partners's portfolio in Q2 2026, its #21 holding.
165 funds tracked by Wall St. Rank held BBB Foods as of Q2 2026.

Based on Bayberry Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.