Guru Ownership Trend
Guru Analysis for BBB Foods Inc. (TBBB)
BBB Foods Inc. (TBBB), a key player in the Consumer Staples sector, continues to attract institutional attention.
As of Q2 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $196.24 M.
Top institutional holders include Stanley Druckenmiller and Steven Cohen.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $7 M net outflow during the quarter.
Recent activity highlights Paul Tudor Jones who increased their stake by 168.4%. Conversely, Steven Cohen reduced exposure by 20.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for BBB Foods Inc. (TBBB)
Major holders include Stanley Druckenmiller ($120.92 M), Steven Cohen ($29.09 M), Paul Tudor Jones ($14.03 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 3.94 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $7 M, with 2 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited TBBB. The total reported sell value was $16.06 M.
Yes, 1 managers opened new positions in TBBB, and 1 increased their existing holdings. The total reported buy value was $9.07 M.