White Oak Capital Partners’s BBB Foods TBBB Stock Holding History

White Oak Capital Partners’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	$10.9M	Buy	262,488 +60,960	+30%	+$2.33M	2.56%	9
2026 Q1	$6.92M	Buy	201,528 +58,328	+41%	+$2.04M	2.63%	10
2025 Q4	$4.79M	Buy	143,200 +85,400	+148%	+$2.55M	1.82%	8
2025 Q3	$1.58M	Hold	57,800	–	–	0.62%	11
2025 Q2	$1.59M	Buy	57,800 +29,000	+101%	+$816K	0.54%	9
2025 Q1	$715K	Buy	28,800 +20,900	+265%	+$582K	0.29%	10
2024 Q4	$226K	Buy	+7,900	New	+$246K	0.12%	13

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

White Oak Capital Partners's TBBB Position: Q2 2026 in Review

White Oak Capital Partners increased its BBB Foods (TBBB) stake by 30% in Q2 2026, buying an estimated $2.33M and bringing the position to 262,488 shares worth $10.9M. The position accounts for 2.56% of the portfolio, ranked #9.

White Oak Capital Partners first reported a position in TBBB in Q4 2024 and has held it in 7 quarters since. 165 funds tracked by Wall St. Rank hold TBBB as of Q2 2026.

White Oak Capital Partners held 262,488 shares of BBB Foods worth $10.9M as of Q2 2026.
White Oak Capital Partners bought 60,960 BBB Foods shares in Q2 2026, an estimated $2.33M.
BBB Foods made up 2.56% of White Oak Capital Partners's portfolio in Q2 2026, its #9 holding.
White Oak Capital Partners first reported a position in BBB Foods in Q4 2024 and has held it in 7 quarters since.
165 funds tracked by Wall St. Rank held BBB Foods as of Q2 2026.

Based on White Oak Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.