Seven Grand Managers’s BBB Foods TBBB Stock Holding History

Seven Grand Managers’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	$6.25M	Buy	+150,000	New	+$5.72M	0.25%	85
2025 Q4	–	Sell	-125,000	Closed	-$3.37M	–	162
2025 Q3	$3.37M	Sell	125,000 -125,000	-50%	-$3.25M	0.27%	77
2025 Q2	$6.94M	Hold	250,000	–	–	0.83%	39
2025 Q1	$6.67M	Buy	250,000 +125,000	+100%	+$3.48M	1.56%	23
2024 Q4	$3.54M	Buy	+125,000	New	+$3.89M	1.62%	25
2024 Q2	–	Sell	-100,000	Closed	-$2.38M	–	70
2024 Q1	$2.38M	Buy	+100,000	New	+$2.15M	1.16%	27

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

Seven Grand Managers's TBBB Position: Q2 2026 in Review

Seven Grand Managers opened a new position in BBB Foods (TBBB) in Q2 2026: 150,000 shares worth $6.25M. The stake represents 0.25% of the portfolio and ranks #85 among its holdings. This is a return to the name: Seven Grand Managers previously reported a position in TBBB as recently as Q3 2025.

Seven Grand Managers first reported a position in TBBB in Q1 2024 and has held it in 6 quarters since. The position peaked at $6.94M in Q2 2025. 165 funds tracked by Wall St. Rank hold TBBB as of Q2 2026.

Seven Grand Managers held 150,000 shares of BBB Foods worth $6.25M as of Q2 2026.
BBB Foods was a new Seven Grand Managers position in Q2 2026.
BBB Foods made up 0.25% of Seven Grand Managers's portfolio in Q2 2026, its #85 holding.
Seven Grand Managers first reported a position in BBB Foods in Q1 2024 and has held it in 6 quarters since.
Seven Grand Managers's BBB Foods position peaked at $6.94M in Q2 2025.
165 funds tracked by Wall St. Rank held BBB Foods as of Q2 2026.

Based on Seven Grand Managers's 13F filing for Q2 2026, filed 14 Aug 2026.