BBB Foods
TBBB
127 hedge funds and large institutions have $2.06B invested in BBB Foods in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 31 closing their positions.
1,493% more call options, than puts
Call options by funds: $4.56M | Put options by funds: $286K
67% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 30
10% more capital invested
Capital invested by funds: $1.87B → $2.06B (+$188M)
3.52% more ownership
Funds ownership: 90.27% → 93.79% (+3.5%)
3% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 31
1% less funds holding
Funds holding: 128 → 127 (-1)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$82.5M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$65.3M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$35.8M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$30.7M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$24.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IUHSA
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
-$35.6M |
| 2 |
BlackRock
New York
|
-$31.8M |
| 3 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
-$27.4M |
| 4 |
Millennium Management
New York
|
-$21.2M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
-$20.8M |
TBBB Hedge Fund Activity: Q1 2026 in Review
127 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in BBB Foods (TBBB) for Q1 2026, worth a combined $2.06B — up 10% from $1.87B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new TBBB positions and 31 closed out — a net gain of 1 holder — while 50 added to existing stakes and 30 trimmed.
The largest buyer was Orbis Allan Gray, adding an estimated $82.5M. The largest seller was Itau Unibanco Holding S.A., exiting entirely with an estimated $35.6M sold.
- 127 institutional investors held BBB Foods (TBBB) as of Q1 2026, down from 128 in Q4 2025.
- Funds reported $2.06B of BBB Foods stock for Q1 2026, up 10% quarter-over-quarter.
- 32 funds opened new BBB Foods positions in Q1 2026 and 31 closed out, a net change of +1 holder.
- The largest BBB Foods buyer in Q1 2026 was Orbis Allan Gray, an estimated $82.5M added.
- The largest BBB Foods seller in Q1 2026 was Itau Unibanco Holding S.A., an estimated $35.6M sold.
Based on aggregated 13F filings for Q1 2026.