JY
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Jeff Yass’s BBB Foods TBBB Stock Holding History

Jeff Yass’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 		$346K Sell
8,300
-2,900
-26% -$111K ﹤0.01% 10742
2026
Q1 		$396K Sell
11,200
-11,300
-50% -$395K ﹤0.01% 10243
2025
Q4 		$751K Buy
+22,500
New +$673K ﹤0.01% 7862
2025
Q3 		– Sell
-15,700
Closed -$436K – 14113
2025
Q2 		$436K Buy
15,700
+5,700
+57% +$160K ﹤0.01% 9492
2025
Q1 		$267K Buy
+10,000
New +$279K ﹤0.01% 10323

Other funds holding TBBB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
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
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
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
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Jeff Yass's TBBB Position: Q2 2026 in Review

Jeff Yass reduced its BBB Foods (TBBB) stake by 29% in Q2 2026, selling an estimated $253K and leaving 16,137 shares worth $672K. The position accounts for ﹤0.01% of the portfolio, ranked #9208.

Jeff Yass first reported a position in TBBB in Q2 2024 and has held it in 7 quarters since. The position peaked at $805K in Q1 2026. 165 funds tracked by Wall St. Rank hold TBBB as of Q2 2026.

  • Jeff Yass held 16,137 shares of BBB Foods worth $672K as of Q2 2026.
  • Jeff Yass sold 6,617 BBB Foods shares in Q2 2026, an estimated $253K.
  • BBB Foods made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9208 holding.
  • Jeff Yass first reported a position in BBB Foods in Q2 2024 and has held it in 7 quarters since.
  • Jeff Yass's BBB Foods position peaked at $805K in Q1 2026.
  • 165 funds tracked by Wall St. Rank held BBB Foods as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.