VELA Investment Management’s BBB Foods TBBB Stock Holding History

VELA Investment Management’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	$1.38M	Sell	39,100 -4,000	-9%	-$140K	0.32%	93
2025 Q4	$1.44M	Buy	43,100 +2,600	+6%	+$77.8K	0.34%	90
2025 Q3	$1.09M	Buy	40,500 +6,200	+18%	+$161K	0.27%	110
2025 Q2	$952K	Buy	34,300 +9,300	+37%	+$262K	0.26%	108
2025 Q1	$667K	Buy	25,000 +10,000	+67%	+$279K	0.21%	118
2024 Q4	$424K	Hold	15,000	–	–	0.12%	140
2024 Q3	$450K	Hold	15,000	–	–	0.14%	140
2024 Q2	$358K	Buy	+15,000	New	+$351K	0.11%	144

Other funds holding TBBB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VELA Investment Management's TBBB Position: Q1 2026 in Review

VELA Investment Management reduced its BBB Foods (TBBB) stake by 9.3% in Q1 2026, selling an estimated $140K and leaving 39,100 shares worth $1.38M. The position accounts for 0.32% of the portfolio, ranked #93.

VELA Investment Management first reported a position in TBBB in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.44M in Q4 2025. 127 funds tracked by Wall St. Rank hold TBBB as of Q1 2026.

VELA Investment Management held 39,100 shares of BBB Foods worth $1.38M as of Q1 2026.
VELA Investment Management sold 4,000 BBB Foods shares in Q1 2026, an estimated $140K.
BBB Foods made up 0.32% of VELA Investment Management's portfolio in Q1 2026, its #93 holding.
VELA Investment Management first reported a position in BBB Foods in Q2 2024 and has held it in 8 quarters since.
VELA Investment Management's BBB Foods position peaked at $1.44M in Q4 2025.
127 funds tracked by Wall St. Rank held BBB Foods as of Q1 2026.

Based on VELA Investment Management's 13F filing for Q1 2026, filed 8 May 2026.