Dmitry Balyasny’s BBB Foods TBBB Stock Holding History

Dmitry Balyasny’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	$455K	Sell	10,926 -1,607	-13%	-$61.3K	﹤0.01%	2563
2026 Q1	$443K	Sell	12,533 -7,906	-39%	-$277K	﹤0.01%	2416
2025 Q4	$682K	Buy	20,439 +3,113	+18%	+$93.1K	﹤0.01%	2372
2025 Q3	$467K	Sell	17,326 -46,997	-73%	-$1.22M	﹤0.01%	2422
2025 Q2	$1.79M	Sell	64,323 -185,405	-74%	-$5.22M	﹤0.01%	1797
2025 Q1	$6.66M	Buy	+249,728	New	+$6.96M	0.01%	1118
2024 Q2	–	Sell	-137,592	Closed	-$3.27M	–	3200
2024 Q1	$3.27M	Buy	+137,592	New	+$2.95M	0.01%	1379

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

Dmitry Balyasny's TBBB Position: Q2 2026 in Review

Dmitry Balyasny reduced its BBB Foods (TBBB) stake by 13% in Q2 2026, selling an estimated $61.3K and leaving 10,926 shares worth $455K. The position accounts for ﹤0.01% of the portfolio, ranked #2563.

Dmitry Balyasny first reported a position in TBBB in Q1 2024 and has held it in 7 quarters since. The position peaked at $6.66M in Q1 2025. 165 funds tracked by Wall St. Rank hold TBBB as of Q2 2026.

Dmitry Balyasny held 10,926 shares of BBB Foods worth $455K as of Q2 2026.
Dmitry Balyasny sold 1,607 BBB Foods shares in Q2 2026, an estimated $61.3K.
BBB Foods made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #2563 holding.
Dmitry Balyasny first reported a position in BBB Foods in Q1 2024 and has held it in 7 quarters since.
Dmitry Balyasny's BBB Foods position peaked at $6.66M in Q1 2025.
165 funds tracked by Wall St. Rank held BBB Foods as of Q2 2026.

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