Neil Mehta’s BBB Foods TBBB Stock Holding History

Neil Mehta’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	–	Sell	-279,720	Closed	-$9.89M	–	12
2026 Q1	$9.89M	Hold	279,720	–	–	0.43%	10
2025 Q4	$9.34M	Buy	+279,720	New	+$8.36M	0.31%	10

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

Neil Mehta's TBBB Position: Q2 2026 in Review

Neil Mehta sold out of BBB Foods (TBBB) in Q2 2026, closing a stake of 279,720 shares — an estimated $9.89M sold.

Neil Mehta first reported a position in TBBB in Q4 2025 and held it in 2 quarters. The position peaked at $9.89M in Q1 2026. 165 funds tracked by Wall St. Rank hold TBBB as of Q2 2026.

Neil Mehta reported no remaining BBB Foods position as of Q2 2026 after selling out during the quarter.
Neil Mehta sold 279,720 BBB Foods shares in Q2 2026, an estimated $9.89M.
Neil Mehta first reported a position in BBB Foods in Q4 2025 and held it in 2 quarters.
Neil Mehta's BBB Foods position peaked at $9.89M in Q1 2026.
165 funds tracked by Wall St. Rank held BBB Foods as of Q2 2026.

Based on Greenoaks Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.