ECM
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Engle Capital Management’s BBB Foods TBBB Stock Holding History

Engle Capital 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
Q1 		$25.3M Sell
715,000
-35,000
-5% -$1.22M 8.62% 3
2025
Q4 		$25M Buy
750,000
+13,231
+2% +$396K 9.66% 2
2025
Q3 		$19.9M Buy
736,769
+9,769
+1% +$254K 7.01% 2
2025
Q2 		$20.2M Buy
727,000
+37,000
+5% +$1.04M 6.09% 5
2025
Q1 		$18.4M Buy
690,000
+90,000
+15% +$2.51M 7.66% 7
2024
Q4 		$17M Sell
600,000
-17,000
-3% -$530K 5.08% 10
2024
Q3 		$18.5M Sell
617,000
-103,000
-14% -$2.89M 5.44% 5
2024
Q2 		$17.2M Buy
720,000
+5,000
+0.7% +$117K 5.81% 6
2024
Q1 		$17M Buy
+715,000
New +$15.3M 4.74% 5

Other funds holding TBBB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DFO
Duquesne Family Office New York $2.94B AUM 61.92% 1-Year Est. Return
Morgan Stanley
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return