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Picton Mahoney Asset Management’s BBB Foods TBBB Stock Holding History

Picton Mahoney Asset 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
2025
Q2 		– Sell
-39,900
Closed -$1.06M – 1201
2025
Q1 		$1.06M Buy
39,900
+10,500
+36% +$293K 0.02% 335
2024
Q4 		$831K Buy
29,400
+3,500
+14% +$109K 0.02% 259
2024
Q3 		$777K Sell
25,900
-42,700
-62% -$1.2M 0.03% 241
2024
Q2 		$1.64M Buy
68,600
+20,900
+44% +$489K 0.06% 227
2024
Q1 		$1.13M Buy
+47,700
New +$1.02M 0.03% 224

Other funds holding TBBB

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
3CP
3G Capital Partners New York $282M AUM 22.21% 1-Year Est. Return

Picton Mahoney Asset Management's TBBB Position: Q2 2025 in Review

Picton Mahoney Asset Management sold out of BBB Foods (TBBB) in Q2 2025, closing a stake of 39,900 shares — an estimated $1.06M sold.

Picton Mahoney Asset Management first reported a position in TBBB in Q1 2024 and held it in 5 quarters. The position peaked at $1.64M in Q2 2024. 102 funds tracked by Wall St. Rank hold TBBB as of Q2 2025.

  • Picton Mahoney Asset Management reported no remaining BBB Foods position as of Q2 2025 after selling out during the quarter.
  • Picton Mahoney Asset Management sold 39,900 BBB Foods shares in Q2 2025, an estimated $1.06M.
  • Picton Mahoney Asset Management first reported a position in BBB Foods in Q1 2024 and held it in 5 quarters.
  • Picton Mahoney Asset Management's BBB Foods position peaked at $1.64M in Q2 2024.
  • 102 funds tracked by Wall St. Rank held BBB Foods as of Q2 2025.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.