Y-Intercept (HK)’s BBB Foods TBBB Stock Holding History

Y-Intercept (HK)’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	$733K	Buy	+17,581	New	+$671K	0.01%	1174
2025 Q3	–	Sell	-96,402	Closed	-$2.68M	–	2130
2025 Q2	$2.68M	Buy	+96,402	New	+$2.71M	0.07%	473
2024 Q3	–	Sell	-29,273	Closed	-$698K	–	1888
2024 Q2	$698K	Buy	29,273 +20,162	+221%	+$472K	0.04%	670
2024 Q1	$217K	Buy	+9,111	New	+$195K	0.02%	1115

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

Y-Intercept (HK)'s TBBB Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in BBB Foods (TBBB) in Q2 2026: 17,581 shares worth $733K. The stake represents 0.01% of the portfolio and ranks #1174 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in TBBB as recently as Q2 2025.

Y-Intercept (HK) first reported a position in TBBB in Q1 2024 and has held it in 4 quarters since. The position peaked at $2.68M in Q2 2025. 165 funds tracked by Wall St. Rank hold TBBB as of Q2 2026.

Y-Intercept (HK) held 17,581 shares of BBB Foods worth $733K as of Q2 2026.
BBB Foods was a new Y-Intercept (HK) position in Q2 2026.
BBB Foods made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1174 holding.
Y-Intercept (HK) first reported a position in BBB Foods in Q1 2024 and has held it in 4 quarters since.
Y-Intercept (HK)'s BBB Foods position peaked at $2.68M in Q2 2025.
165 funds tracked by Wall St. Rank held BBB Foods as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.