Shay Capital’s BBB Foods TBBB Stock Holding History

Shay Capital’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	-10,860	Closed	-$384K	–	664
2026 Q1	$384K	Sell	10,860 -4,390	-29%	-$154K	0.03%	306
2025 Q4	$509K	Buy	+15,250	New	+$456K	0.05%	277

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

Shay Capital's TBBB Position: Q2 2026 in Review

Shay Capital sold out of BBB Foods (TBBB) in Q2 2026, closing a stake of 10,860 shares — an estimated $384K sold.

Shay Capital first reported a position in TBBB in Q4 2025 and held it in 2 quarters. The position peaked at $509K in Q4 2025. 165 funds tracked by Wall St. Rank hold TBBB as of Q2 2026.

Shay Capital reported no remaining BBB Foods position as of Q2 2026 after selling out during the quarter.
Shay Capital sold 10,860 BBB Foods shares in Q2 2026, an estimated $384K.
Shay Capital first reported a position in BBB Foods in Q4 2025 and held it in 2 quarters.
Shay Capital's BBB Foods position peaked at $509K in Q4 2025.
165 funds tracked by Wall St. Rank held BBB Foods as of Q2 2026.

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