BGM
TBBB icon

Burkehill Global Management’s BBB Foods TBBB Stock Holding History

Burkehill Global 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 		$11.5M Buy
+275,000
New +$10.5M 0.41% 41
2025
Q4 		– Sell
-250,000
Closed -$6.74M – 197
2025
Q3 		$6.74M Hold
250,000
– – 0.38% 72
2025
Q2 		$6.94M Sell
250,000
-100,000
-29% -$2.81M 0.51% 58
2025
Q1 		$9.34M Buy
+350,000
New +$9.75M 0.69% 38

Other funds holding TBBB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
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
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
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
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Burkehill Global Management's TBBB Position: Q2 2026 in Review

Burkehill Global Management opened a new position in BBB Foods (TBBB) in Q2 2026: 275,000 shares worth $11.5M. The stake represents 0.41% of the portfolio and ranks #41 among its holdings. This is a return to the name: Burkehill Global Management previously reported a position in TBBB as recently as Q3 2025.

Burkehill Global Management first reported a position in TBBB in Q1 2025 and has held it in 4 quarters since. 165 funds tracked by Wall St. Rank hold TBBB as of Q2 2026.

  • Burkehill Global Management held 275,000 shares of BBB Foods worth $11.5M as of Q2 2026.
  • BBB Foods was a new Burkehill Global Management position in Q2 2026.
  • BBB Foods made up 0.41% of Burkehill Global Management's portfolio in Q2 2026, its #41 holding.
  • Burkehill Global Management first reported a position in BBB Foods in Q1 2025 and has held it in 4 quarters since.
  • 165 funds tracked by Wall St. Rank held BBB Foods as of Q2 2026.

Based on Burkehill Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.