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BBB Foods Inc.

TBBB Consumer Staples
$38.2 $-1.09 (-2.77%)
Market Cap: $4.5 B
Gurus Holding
3
Popularity Rank
#2980
% of Shares Held
3.49%
Net Activity (Q1 2026)
+$47.66 M

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 Q1 2026, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $157.04 M.

Top institutional holders include Stanley Druckenmiller and Steven Cohen.

Institutional sentiment is currently Bullish. This is evidenced by a $47.66 M net inflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$47.66 M
Total Buy Value
New Buys 1
Additions 2
-$0
Total Sell Value
Reductions 0
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
0
Net Buyers
3

FAQs for BBB Foods Inc. (TBBB)

Major holders include Stanley Druckenmiller ($109.97 M), Steven Cohen ($30.99 M), Paul Tudor Jones ($4.44 M). According to the latest reported data, 3 tracked investment managers collectively hold approximately 4.11 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $47.66 M, with 3 managers increasing positions and 0 managers reducing holdings.

No tracked managers reduced or fully exited their positions in TBBB during the most recent reporting period.

Yes, 1 managers opened new positions in TBBB, and 2 increased their existing holdings. The total reported buy value was $47.66 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
3.26% Add 16.2% 3,109,202 $109.97 M Q1 2026
0.04% New Buy 876,198 $30.99 M Q1 2026
0.01% Add 42.0% 125,489 $4.44 M Q1 2026
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