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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
Q2 		$1.73M Buy
41,600
+2,500
+6% +$95.4K 0.38% 81
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

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
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
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
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
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

VELA Investment Management's TBBB Position: Q2 2026 in Review

VELA Investment Management increased its BBB Foods (TBBB) stake by 6.4% in Q2 2026, buying an estimated $95.4K and bringing the position to 41,600 shares worth $1.73M. The position accounts for 0.38% of the portfolio, ranked #81.

VELA Investment Management first reported a position in TBBB in Q2 2024 and has held it in 9 quarters since. 164 funds tracked by Wall St. Rank hold TBBB as of Q2 2026.

  • VELA Investment Management held 41,600 shares of BBB Foods worth $1.73M as of Q2 2026.
  • VELA Investment Management bought 2,500 BBB Foods shares in Q2 2026, an estimated $95.4K.
  • BBB Foods made up 0.38% of VELA Investment Management's portfolio in Q2 2026, its #81 holding.
  • VELA Investment Management first reported a position in BBB Foods in Q2 2024 and has held it in 9 quarters since.
  • 164 funds tracked by Wall St. Rank held BBB Foods as of Q2 2026.

Based on VELA Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.