Millennium Management’s BBB Foods TBBB Stock Holding History

Millennium 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 Q1	$6.11M	Sell	172,657 -605,956	-78%	-$21.2M	﹤0.01%	2718
2025 Q4	$26M	Buy	778,613 +582,262	+297%	+$17.4M	0.01%	1321
2025 Q3	$5.29M	Sell	196,351 -551,255	-74%	-$14.3M	﹤0.01%	3093
2025 Q2	$20.8M	Sell	747,606 -493,360	-40%	-$13.9M	0.01%	1535
2025 Q1	$33.1M	Buy	1,240,966 +1,121,959	+943%	+$31.3M	0.02%	1078
2024 Q4	$3.37M	Sell	119,007 -127,972	-52%	-$3.99M	﹤0.01%	3189
2024 Q3	$7.41M	Sell	246,979 -509,759	-67%	-$14.3M	﹤0.01%	2480
2024 Q2	$18.1M	Sell	756,738 -638,525	-46%	-$14.9M	0.01%	1597
2024 Q1	$33.2M	Buy	+1,395,263	New	+$29.9M	0.01%	1120

Other funds holding TBBB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

DFO

Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

1WCM

12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Millennium Management's TBBB Position: Q1 2026 in Review

Millennium Management reduced its BBB Foods (TBBB) stake by 78% in Q1 2026, selling an estimated $21.2M and leaving 172,657 shares worth $6.11M. The position accounts for ﹤0.01% of the portfolio, ranked #2718.

Millennium Management first reported a position in TBBB in Q1 2024 and has held it in 9 quarters since. The position peaked at $33.2M in Q1 2024. 127 funds tracked by Wall St. Rank hold TBBB as of Q1 2026.

Millennium Management held 172,657 shares of BBB Foods worth $6.11M as of Q1 2026.
Millennium Management sold 605,956 BBB Foods shares in Q1 2026, an estimated $21.2M.
BBB Foods made up ﹤0.01% of Millennium Management's portfolio in Q1 2026, its #2718 holding.
Millennium Management first reported a position in BBB Foods in Q1 2024 and has held it in 9 quarters since.
Millennium Management's BBB Foods position peaked at $33.2M in Q1 2024.
127 funds tracked by Wall St. Rank held BBB Foods as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.