New Positions
43 managers initiated
Top five by reported value
- Orbis Allan Gray Ltd$109.8M
- Crow's Nest Holdings LP$16.7M
- Nuveen, LLC$14.6M
- Bronte Capital Management Pty Ltd.$13.2M
- GREENOAKS CAPITAL PARTNERS LLC$9.3M
Bbb Foods Inc NEW YORK STOCK EXCHANGE, INC.:TBBB
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
43 new39 added47 reduced11 exited
Total Institutional Holders
129
as of 2025-12-31
Top Holder
Capital Research Global Investors
$195.1M
Largest QoQ Increase
Orbis Allan Gray Ltd
+3,288,723 sh
Largest QoQ Decrease
Capital International Investors
-2,271,974 sh
New Positions(43)
Added To(39)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Route One Investment Company, L.P. | 1,385,196 | +1,307,079 | $46.3M | +$44.1M | 1673.2% |
| WASATCH ADVISORS INC | 3,409,281 | +696,365 | $113.8M | +$40.7M | 25.7% |
| MILLENNIUM MANAGEMENT LLC | 778,613 | +582,262 | $26.0M | +$20.7M | 296.5% |
| Ancient Art, L.P. | 391,637 | +253,320 | $13.1M | +$9.3M | 183.1% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 645,741 | +181,375 | $21.6M | +$9.0M | 39.0% |
| SEI INVESTMENTS CO | 675,981 | +141,531 | $22.6M | +$8.2M | 26.5% |
| MARSHALL WACE, LLP | 467,464 | +185,747 | $15.6M | +$8.0M | 65.9% |
| Capital International, Inc./CA/ | 1,022,314 | +12,962 | $34.1M | +$6.9M | 1.3% |
| CITIGROUP INC | 393,039 | +112,016 | $13.1M | +$5.5M | 39.9% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 179,971 | +154,132 | $6.0M | +$5.3M | 596.5% |
| Engle Capital Management, L.P. | 750,000 | +13,231 | $25.0M | +$5.2M | 1.8% |
| BNP PARIBAS ARBITRAGE, SNC | 156,026 | +136,185 | $5.2M | +$4.7M | 686.4% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 226,230 | +115,602 | $7.6M | +$4.6M | 104.5% |
| GOLDMAN SACHS GROUP INC | 359,405 | +73,566 | $12.0M | +$4.3M | 25.7% |
| UBS Group AG | 365,441 | +64,511 | $12.2M | +$4.1M | 21.4% |
| CITADEL ADVISORS LLC | 149,762 | +111,784 | $5.0M | +$4.0M | 294.3% |
| JANE STREET GROUP, LLC | 130,407 | +91,708 | $4.4M | +$3.3M | 237.0% |
| Ashoka WhiteOak Capital Pte Ltd | 143,200 | +85,400 | $4.8M | +$3.2M | 147.8% |
| Verition Fund Management LLC | 85,423 | +49,277 | $2.9M | +$1.9M | 136.3% |
| DELTEC ASSET MANAGEMENT LLC | 44,500 | +31,400 | $1.5M | +$1.1M | 239.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32,334 | +20,078 | $1.1M | +$749.2K | 163.8% |
| Abdiel Capital Advisors, LP | 48,420 | +8,000 | $1.6M | +$527.0K | 19.8% |
| Neuberger Berman Group LLC | 49,636 | +1,370 | $1.7M | +$361.6K | 2.8% |
| VELA Investment Management, LLC | 43,100 | +2,600 | $1.4M | +$347.2K | 6.4% |
| Harbour Capital Advisors, LLC | 18,550 | +3,200 | $637.6K | +$261.8K | 20.8% |
| SIMPLEX TRADING, LLC | 6,964 | +5,210 | $232.5K | +$232.5K | 297.0% |
| Balyasny Asset Management LLC | 20,439 | +3,113 | $682.5K | +$215.3K | 18.0% |
| Savant Capital, LLC | 12,540 | +792 | $418.7K | +$102.0K | 6.7% |
| JONES FINANCIAL COMPANIES LLLP | 4,064 | +1,195 | $135.7K | +$60.4K | 41.6% |
| Duquesne Family Office LLC | 2,675,152 | +1,492,027 | $89.3K | +$57.4K | 126.1% |
| AdvisorNet Financial, Inc | 6,179 | +369 | $206.3K | +$49.7K | 6.3% |
| TOTH FINANCIAL ADVISORY CORP | 1,600 | +360 | $53.4K | +$20.0K | 29.0% |
| Farther Finance Advisors, LLC | 824 | +396 | $27.5K | +$16.0K | 92.5% |
| WELLS FARGO & COMPANY/MN | 1,285 | +195 | $42.9K | +$13.5K | 17.9% |
| Larson Financial Group LLC | 1,163 | +107 | $38.8K | +$10.4K | 10.1% |
| ORG Partners LLC | 145 | +70 | $4.8K | +$2.8K | 93.3% |
| GSA CAPITAL PARTNERS LLP | 63,840 | +44,115 | $2.1K | +$1.6K | 223.7% |
| Stone House Investment Management, LLC | 98 | +8 | $3.3K | +$846 | 8.9% |
| SG Americas Securities, LLC | 26,675 | +13,092 | $891 | +$525 | 96.4% |
Reduced(47)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Capital Research Global Investors | 5,844,413 | -37,637 | $195.1M | +$36.6M | -0.6% |
| FMR LLC | 5,827,541 | -68,352 | $194.6M | +$35.6M | -1.1% |
| Capital International Investors | 4,233,214 | -2,271,974 | $141.3M | -$34.0M | -34.9% |
| 3G Capital Partners LP | 550,000 | -1,050,000 | $18.4M | -$24.8M | -65.6% |
| MORGAN STANLEY | 3,534,884 | -34,189 | $118.0M | +$21.8M | -0.9% |
| GILDER GAGNON HOWE & CO LLC | 2,511,410 | -37,285 | $83.9M | +$15.1M | -1.5% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 270,395 | -593,346 | $9.0M | -$14.3M | -68.7% |
| 12 West Capital Management LP | 2,362,770 | -1,020,000 | $78.9M | -$12.3M | -30.1% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 1,100,495 | 0 | $36.7M | +$7.1M | 0.0% |
| JPMORGAN CHASE & CO | 65,609 | -275,120 | $2.2M | -$7.0M | -80.7% |
| THORNBURG INVESTMENT MANAGEMENT INC | 187,102 | -208,843 | $6.2M | -$4.4M | -52.7% |
| Grandeur Peak Global Advisors, LLC | 1,308,727 | -185,477 | $43.7M | +$3.4M | -12.4% |
| Ghisallo Capital Management LLC | 100,000 | -150,000 | $3.3M | -$3.4M | -60.0% |
| USS Investment Management Ltd | 511,932 | 0 | $17.1M | +$3.3M | 0.0% |
| Itau Unibanco Holding S.A. | 1,059,893 | -141,348 | $35.6M | +$3.2M | -11.8% |
| BANK OF AMERICA CORP /DE/ | 743,284 | -119,733 | $24.8M | +$1.6M | -13.9% |
| DNB Asset Management AS | 346,153 | -28,122 | $11.6M | +$1.5M | -7.5% |
| Zweig-DiMenna Associates LLC | 262,638 | -13,612 | $8.8M | +$1.3M | -4.9% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 742,649 | -129,103 | $24.8M | +$1.3M | -14.8% |
| BAILLIE GIFFORD & CO | 194,851 | 0 | $6.5M | +$1.3M | 0.0% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 168,124 | -2,060 | $5.6M | +$1.0M | -1.2% |
| CAPITAL INTERNATIONAL SARL | 128,473 | 0 | $4.3M | +$826.1K | 0.0% |
| Polar Capital Holdings Plc | 819,901 | -165,606 | $27.4M | +$807.2K | -16.8% |
| AMERIPRISE FINANCIAL INC | 1,205,925 | -263,216 | $40.3M | +$657.8K | -17.9% |
| Atika Capital Management LLC | 142,282 | -16,718 | $4.8M | +$464.2K | -10.5% |
| Northwest & Ethical Investments L.P. | 62,449 | 0 | $2.1M | +$401.5K | 0.0% |
| GABELLI FUNDS LLC | 59,000 | 0 | $2.0M | +$379.4K | 0.0% |
| Royal Bank of Canada | 9,541 | -11,663 | $319.0K | -$253.0K | -55.0% |
| Inspire Advisors, LLC | 12,116 | -11,384 | $404.6K | -$229.0K | -48.4% |
| J.Safra Asset Management Corp | 21,971 | -13,413 | $733.6K | -$226.9K | -37.9% |
| Immersion Capital LLP | 51,700 | -20,100 | $1.7M | -$209.5K | -28.0% |
| Mariner, LLC | 28,797 | -2,326 | $961.5K | +$122.5K | -7.5% |
| Brinker Capital Investments, LLC | 25,354 | -1,809 | $846.6K | +$114.3K | -6.7% |
| NATIONAL BANK OF CANADA /FI/ | 400 | -4,053 | $13.4K | -$106.7K | -91.0% |
| BlackRock, Inc. | 912,644 | -214,395 | $30.5M | +$88.2K | -19.0% |
| Ronald Blue Trust, Inc. | 10,646 | -524 | $355.5K | +$54.3K | -4.7% |
| TORONTO DOMINION BANK | 5,000 | 0 | $167.0K | +$33.0K | 0.0% |
| MAI Capital Management | 19 | -400 | $635 | -$10.7K | -95.5% |
| SIGNATUREFD, LLC | 1,000 | 0 | $33.4K | +$6.4K | 0.0% |
| Schonfeld Strategic Advisors LLC | 17,963 | -4,055 | $599.8K | +$6.2K | -18.4% |
| ADVISOR GROUP HOLDINGS, INC. | 1,067 | -216 | $35.6K | +$1.1K | -16.8% |
| Bell Investment Advisors, Inc | 101 | 0 | $3.4K | +$650 | 0.0% |
| DEUTSCHE BANK AG\ | 100 | 0 | $3.3K | +$643 | 0.0% |
| SBI Securities Co., Ltd. | 35 | 0 | $1.2K | +$225 | 0.0% |
| GAMMA Investing LLC | 28 | 0 | $935 | +$180 | 0.0% |
| VAN ECK ASSOCIATES CORP | 75,545 | -15,631 | $2.5K | +$64 | -17.1% |
| CWM, LLC | 450 | 0 | $15 | +$3 | 0.0% |
Sold Out(11)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Fourth Sail Capital LP | 0 | -625,532 | $0 | -$16.9M | — |
| Burkehill Global Management, LP | 0 | -250,000 | $0 | -$6.7M | — |
| SEVEN GRAND MANAGERS, LLC | 0 | -125,000 | $0 | -$3.4M | — |
| BARINGS LLC | 0 | -72,659 | $0 | -$2.0M | — |
| Graham Capital Management, L.P. | 0 | -22,498 | $0 | -$606.5K | — |
| Centiva Capital, LP | 0 | -15,956 | $0 | -$430.2K | — |
| Jump Financial, LLC | 0 | -11,471 | $0 | -$309.3K | — |
| D. E. Shaw & Co., Inc. | 0 | -10,700 | $0 | -$288.5K | — |
| Verdence Capital Advisors LLC | 0 | -9,579 | $0 | -$279.2K | — |
| Binnacle Investments Inc | 0 | -251 | $0 | -$6.8K | — |
| GROUP ONE TRADING, L.P. | 0 | -100 | $0 | -$2.7K | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| Capital Research Global Investors | 5,844,413 | $195.1M | -37,637 | -0.6% |
| FMR LLC | 5,827,541 | $194.6M | -68,352 | -1.1% |
| Capital International Investors | 4,233,214 | $141.3M | -2,271,974 | -34.9% |
| MORGAN STANLEY | 3,534,884 | $118.0M | -34,189 | -0.9% |
| WASATCH ADVISORS INC | 3,409,281 | $113.8M | +696,365 | 25.7% |
| Orbis Allan Gray Ltd | 3,288,723 | $109.8M | +3,288,723 | — |
| GILDER GAGNON HOWE & CO LLC | 2,511,410 | $83.9M | -37,285 | -1.5% |
| 12 West Capital Management LP | 2,362,770 | $78.9M | -1,020,000 | -30.1% |
| Route One Investment Company, L.P. | 1,385,196 | $46.3M | +1,307,079 | 1673.2% |
| Grandeur Peak Global Advisors, LLC | 1,308,727 | $43.7M | -185,477 | -12.4% |
| AMERIPRISE FINANCIAL INC | 1,205,925 | $40.3M | -263,216 | -17.9% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 1,100,495 | $36.7M | 0 | 0.0% |
| Itau Unibanco Holding S.A. | 1,059,893 | $35.6M | -141,348 | -11.8% |
| Capital International, Inc./CA/ | 1,022,314 | $34.1M | +12,962 | 1.3% |
| BlackRock, Inc. | 912,644 | $30.5M | -214,395 | -19.0% |
| Polar Capital Holdings Plc | 819,901 | $27.4M | -165,606 | -16.8% |
| MILLENNIUM MANAGEMENT LLC | 778,613 | $26.0M | +582,262 | 296.5% |
| Engle Capital Management, L.P. | 750,000 | $25.0M | +13,231 | 1.8% |
| BANK OF AMERICA CORP /DE/ | 743,284 | $24.8M | -119,733 | -13.9% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 742,649 | $24.8M | -129,103 | -14.8% |
New & Closed Positions this quarter
Closed Positions
11 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for TBBB against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.