Immersion Capital’s BBB Foods TBBB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$777K	Buy	28,000 +11,500	+70%	+$319K	0.78%	10
2025 Q1	$440K	Buy	+16,500	New	+$440K	0.3%	10