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Route One Investment Company, L.P.

Position in TBBB — Bbb Foods Inc

CIK 1512171 San Francisco, CA

Position in TBBB

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$92,682,455
+$38,591,256 QoQ
Shares Held
2,224,201
+45.4% QoQ
Ownership
1.84%
of shares outstanding
% of Portfolio
3.84%
of 13F equity value
Holder Rank
#9
of 165 holders
Holding Since
Jun 2024
5 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in TBBB Over Time

Shares Held

Position Value (USD)

Position in Discount Stores

Consumer Defensive · as of Jun 30, 2026

Route One Investment Company, L.P. holds $92,682,455 across 1 Discount Stores name. TBBB ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TBBB
Bbb Foods Inc
This page
2,224,201 $92,682,455

All Filings in TBBB

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5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $92,682,455 2,224,201
2026-03-31 $54,091,199 1,529,296
2025-12-31 $46,251,694 1,385,196
2025-09-30 $2,106,034 78,117
2024-06-30 $596,500 25,000