John Overdeck’s BBB Foods TBBB Stock Holding History

John Overdeck’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	$269K	Buy	+6,444	New	+$246K	﹤0.01%	4601
2025 Q3	–	Sell	-16,697	Closed	-$464K	–	3981
2025 Q2	$464K	Sell	16,697 -38,471	-70%	-$1.08M	﹤0.01%	2619
2025 Q1	$1.47M	Sell	55,168 -2,858	-5%	-$79.6K	﹤0.01%	1936
2024 Q4	$1.64M	Sell	58,026 -5,180	-8%	-$161K	﹤0.01%	1854
2024 Q3	$1.9M	Sell	63,206 -44,717	-41%	-$1.25M	﹤0.01%	1716
2024 Q2	$2.58M	Buy	107,923 +68,774	+176%	+$1.61M	0.01%	1383
2024 Q1	$931K	Buy	+39,149	New	+$840K	﹤0.01%	1993

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

John Overdeck's TBBB Position: Q2 2026 in Review

John Overdeck opened a new position in BBB Foods (TBBB) in Q2 2026: 6,444 shares worth $269K. The stake represents ﹤0.01% of the portfolio and ranks #4601 among its holdings. This is a return to the name: John Overdeck previously reported a position in TBBB as recently as Q2 2025.

John Overdeck first reported a position in TBBB in Q1 2024 and has held it in 7 quarters since. The position peaked at $2.58M in Q2 2024. 165 funds tracked by Wall St. Rank hold TBBB as of Q2 2026.

John Overdeck held 6,444 shares of BBB Foods worth $269K as of Q2 2026.
BBB Foods was a new John Overdeck position in Q2 2026.
BBB Foods made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4601 holding.
John Overdeck first reported a position in BBB Foods in Q1 2024 and has held it in 7 quarters since.
John Overdeck's BBB Foods position peaked at $2.58M in Q2 2024.
165 funds tracked by Wall St. Rank held BBB Foods as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.