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 Q2	$15.8M	Sell	380,000 -170,000	-31%	-$6.49M	4.79%	11
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

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

Crow's Nest Holdings's TBBB Position: Q2 2026 in Review

Crow's Nest Holdings reduced its BBB Foods (TBBB) stake by 31% in Q2 2026, selling an estimated $6.49M and leaving 380,000 shares worth $15.8M. The position accounts for 4.79% of the portfolio, ranked #11.

Crow's Nest Holdings first reported a position in TBBB in Q1 2024 and has held it in 4 quarters since. The position peaked at $19.5M in Q1 2026. 165 funds tracked by Wall St. Rank hold TBBB as of Q2 2026.

Crow's Nest Holdings held 380,000 shares of BBB Foods worth $15.8M as of Q2 2026.
Crow's Nest Holdings sold 170,000 BBB Foods shares in Q2 2026, an estimated $6.49M.
BBB Foods made up 4.79% of Crow's Nest Holdings's portfolio in Q2 2026, its #11 holding.
Crow's Nest Holdings first reported a position in BBB Foods in Q1 2024 and has held it in 4 quarters since.
Crow's Nest Holdings's BBB Foods position peaked at $19.5M in Q1 2026.
165 funds tracked by Wall St. Rank held BBB Foods as of Q2 2026.

Based on Crow's Nest Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.