Kayne Anderson Rudnick Investment Management’s BBB Foods TBBB Stock Holding History

Kayne Anderson Rudnick Investment 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 Q2	$77.3M	Buy	1,854,584 +185,689	+11%	+$7.09M	0.24%	105
2026 Q1	$59M	Buy	1,668,895 +1,023,154	+158%	+$35.8M	0.17%	115
2025 Q4	$21.6M	Buy	645,741 +181,375	+39%	+$5.42M	0.06%	187
2025 Q3	$12.5M	Buy	464,366 +97,412	+27%	+$2.53M	0.03%	221
2025 Q2	$10.2M	Buy	366,954 +446	+0.1%	+$12.6K	0.02%	231
2025 Q1	$9.78M	Buy	366,508 +108,005	+42%	+$3.01M	0.02%	238
2024 Q4	$7.31M	Sell	258,503 -43,181	-14%	-$1.35M	0.02%	255
2024 Q3	$9.05M	Sell	301,684 -215,238	-42%	-$6.03M	0.02%	243
2024 Q2	$12.3M	Buy	+516,922	New	+$12.1M	0.03%	230

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

Kayne Anderson Rudnick Investment Management's TBBB Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management increased its BBB Foods (TBBB) stake by 11% in Q2 2026, buying an estimated $7.09M and bringing the position to 1,854,584 shares worth $77.3M. The position accounts for 0.24% of the portfolio, ranked #105.

Kayne Anderson Rudnick Investment Management first reported a position in TBBB in Q2 2024 and has held it in 9 quarters since. 165 funds tracked by Wall St. Rank hold TBBB as of Q2 2026.

Kayne Anderson Rudnick Investment Management held 1,854,584 shares of BBB Foods worth $77.3M as of Q2 2026.
Kayne Anderson Rudnick Investment Management bought 185,689 BBB Foods shares in Q2 2026, an estimated $7.09M.
BBB Foods made up 0.24% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #105 holding.
Kayne Anderson Rudnick Investment Management first reported a position in BBB Foods in Q2 2024 and has held it in 9 quarters since.
165 funds tracked by Wall St. Rank held BBB Foods as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.