LB Partners’s BBB Foods TBBB Stock Holding History

LB Partners’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	$1.46M	Hold	35,000	–	–	0.99%	20
2026 Q1	$1.24M	Buy	+35,000	New	+$1.22M	1.11%	19

Other funds holding TBBB

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

LB Partners's TBBB Position: Q2 2026 in Review

LB Partners held its BBB Foods (TBBB) position steady in Q2 2026 at 35,000 shares worth $1.46M. The position accounts for 0.99% of the portfolio, ranked #20.

LB Partners first reported a position in TBBB in Q1 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold TBBB as of Q2 2026.

LB Partners held 35,000 shares of BBB Foods worth $1.46M as of Q2 2026.
LB Partners left its BBB Foods share count unchanged in Q2 2026.
BBB Foods made up 0.99% of LB Partners's portfolio in Q2 2026, its #20 holding.
LB Partners first reported a position in BBB Foods in Q1 2026 and has held it in 2 quarters since.
28 funds tracked by Wall St. Rank held BBB Foods as of Q2 2026.

Based on LB Partners's 13F filing for Q2 2026, filed 30 Jul 2026.