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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
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

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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WA
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
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
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Route One Investment Company's TBBB Position: Q1 2026 in Review

Route One Investment Company increased its BBB Foods (TBBB) stake by 10% in Q1 2026, buying an estimated $5.04M and bringing the position to 1,529,296 shares worth $54.1M. The position accounts for 2.3% of the portfolio, ranked #15.

Route One Investment Company first reported a position in TBBB in Q2 2024 and has held it in 4 quarters since. 127 funds tracked by Wall St. Rank hold TBBB as of Q1 2026.

  • Route One Investment Company held 1,529,296 shares of BBB Foods worth $54.1M as of Q1 2026.
  • Route One Investment Company bought 144,100 BBB Foods shares in Q1 2026, an estimated $5.04M.
  • BBB Foods made up 2.3% of Route One Investment Company's portfolio in Q1 2026, its #15 holding.
  • Route One Investment Company first reported a position in BBB Foods in Q2 2024 and has held it in 4 quarters since.
  • 127 funds tracked by Wall St. Rank held BBB Foods as of Q1 2026.

Based on Route One Investment Company's 13F filing for Q1 2026, filed 15 May 2026.