Crow's Nest Holdings’s BBB Foods TBBB Stock Holding History

Crow's Nest Holdings’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 Q1	$19.5M	Buy	550,000 +50,000	+10%	+$1.75M	4.55%	10
2025 Q4	$16.7M	Buy	+500,000	New	+$15M	3.8%	9
2024 Q2	–	Sell	-40,000	Closed	-$951K	–	10
2024 Q1	$951K	Buy	+40,000	New	+$858K	0.18%	10

Other funds holding TBBB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

DFO

Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

1WCM

12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Crow's Nest Holdings's TBBB Position: Q1 2026 in Review

Crow's Nest Holdings increased its BBB Foods (TBBB) stake by 10% in Q1 2026, buying an estimated $1.75M and bringing the position to 550,000 shares worth $19.5M. The position accounts for 4.55% of the portfolio, ranked #10.

Crow's Nest Holdings first reported a position in TBBB in Q1 2024 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold TBBB as of Q1 2026.

Crow's Nest Holdings held 550,000 shares of BBB Foods worth $19.5M as of Q1 2026.
Crow's Nest Holdings bought 50,000 BBB Foods shares in Q1 2026, an estimated $1.75M.
BBB Foods made up 4.55% of Crow's Nest Holdings's portfolio in Q1 2026, its #10 holding.
Crow's Nest Holdings first reported a position in BBB Foods in Q1 2024 and has held it in 3 quarters since.
127 funds tracked by Wall St. Rank held BBB Foods as of Q1 2026.

Based on Crow's Nest Holdings's 13F filing for Q1 2026, filed 15 May 2026.