Route One Investment Company’s BBB Foods TBBB Stock Holding History

Route One Investment Company’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	$92.7M	Buy	2,224,201 +694,905	+45%	+$26.5M	3.72%	12
2026 Q1	$54.1M	Buy	1,529,296 +144,100	+10%	+$5.04M	2.3%	15
2025 Q4	$46.3M	Buy	1,385,196 +1,307,079	+1,673%	+$39.1M	1.72%	15
2025 Q3	$2.11M	Buy	+78,117	New	+$2.03M	0.08%	18
2024 Q3	–	Sell	-25,000	Closed	-$597K	–	19
2024 Q2	$597K	Buy	+25,000	New	+$585K	0.02%	17

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Route One Investment Company's TBBB Position: Q2 2026 in Review

Route One Investment Company increased its BBB Foods (TBBB) stake by 45% in Q2 2026, buying an estimated $26.5M and bringing the position to 2,224,201 shares worth $92.7M. The position accounts for 3.72% of the portfolio, ranked #12.

Route One Investment Company first reported a position in TBBB in Q2 2024 and has held it in 5 quarters since. 164 funds tracked by Wall St. Rank hold TBBB as of Q2 2026.

Route One Investment Company held 2,224,201 shares of BBB Foods worth $92.7M as of Q2 2026.
Route One Investment Company bought 694,905 BBB Foods shares in Q2 2026, an estimated $26.5M.
BBB Foods made up 3.72% of Route One Investment Company's portfolio in Q2 2026, its #12 holding.
Route One Investment Company first reported a position in BBB Foods in Q2 2024 and has held it in 5 quarters since.
164 funds tracked by Wall St. Rank held BBB Foods as of Q2 2026.

Based on Route One Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.