Steven Cohen’s BBB Foods TBBB Stock Holding History

Steven Cohen’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	$29.1M	Sell	698,172 -178,026	-20%	-$6.79M	0.03%	676
2026 Q1	$31M	Buy	+876,198	New	+$30.7M	0.04%	589
2025 Q3	–	Sell	-27,000	Closed	-$750K	–	2756
2025 Q2	$750K	Buy	27,000 +13,732	+103%	+$386K	﹤0.01%	1652
2025 Q1	$354K	Buy	+13,268	New	+$370K	﹤0.01%	1713
2024 Q2	–	Sell	-25,098	Closed	-$597K	–	2547
2024 Q1	$597K	Buy	+25,098	New	+$539K	﹤0.01%	1599

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

Steven Cohen's TBBB Position: Q2 2026 in Review

Steven Cohen reduced its BBB Foods (TBBB) stake by 20% in Q2 2026, selling an estimated $6.79M and leaving 698,172 shares worth $29.1M. The position accounts for 0.03% of the portfolio, ranked #676.

Steven Cohen first reported a position in TBBB in Q1 2024 and has held it in 5 quarters since. The position peaked at $31M in Q1 2026. 165 funds tracked by Wall St. Rank hold TBBB as of Q2 2026.

Steven Cohen held 698,172 shares of BBB Foods worth $29.1M as of Q2 2026.
Steven Cohen sold 178,026 BBB Foods shares in Q2 2026, an estimated $6.79M.
BBB Foods made up 0.03% of Steven Cohen's portfolio in Q2 2026, its #676 holding.
Steven Cohen first reported a position in BBB Foods in Q1 2024 and has held it in 5 quarters since.
Steven Cohen's BBB Foods position peaked at $31M in Q1 2026.
165 funds tracked by Wall St. Rank held BBB Foods as of Q2 2026.

Based on Point72 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.