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Fourth Sail Capital’s BBB Foods TBBB Stock Holding History

Fourth Sail Capital’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
2025
Q4 		– Sell
-625,532
Closed -$16.9M – 37
2025
Q3 		$16.9M Buy
+625,532
New +$16.3M 4.08% 12

Other funds holding TBBB

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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
1WCM
12 West Capital Management New York $535M AUM 25.99% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

Fourth Sail Capital's TBBB Position: Q4 2025 in Review

Fourth Sail Capital sold out of BBB Foods (TBBB) in Q4 2025, closing a stake of 625,532 shares — an estimated $16.9M sold.

Fourth Sail Capital first reported a position in TBBB in Q3 2025 and held it in 1 quarter. The position peaked at $16.9M in Q3 2025. 128 funds tracked by Wall St. Rank hold TBBB as of Q4 2025.

  • Fourth Sail Capital reported no remaining BBB Foods position as of Q4 2025 after selling out during the quarter.
  • Fourth Sail Capital sold 625,532 BBB Foods shares in Q4 2025, an estimated $16.9M.
  • Fourth Sail Capital first reported a position in BBB Foods in Q3 2025 and held it in 1 quarter.
  • Fourth Sail Capital's BBB Foods position peaked at $16.9M in Q3 2025.
  • 128 funds tracked by Wall St. Rank held BBB Foods as of Q4 2025.

Based on Fourth Sail Capital's 13F filing for Q4 2025, filed 13 Feb 2026.