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12 West Capital Management LP

Position in TBBB — Bbb Foods Inc

CIK 1540531 NEW YORK, NY

Position in TBBB

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$71,579,475
-$9,338,949 QoQ
Shares Held
1,717,770
-24.9% QoQ
Ownership
1.42%
of shares outstanding
% of Portfolio
13.39%
of 13F equity value
Holder Rank
#13
of 165 holders
Holding Since
Dec 2024
7 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

12 West Capital Management LP holds $71,579,475 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
1,717,770 $71,579,475

All Filings in TBBB

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $71,579,475 1,717,770
2026-03-31 $80,918,424 2,287,770
2025-12-31 $78,892,890 2,362,770
2025-09-30 $91,199,479 3,382,770
2025-06-30 $67,153,050 2,419,058
2025-03-31 $61,072,067 2,289,058
2024-12-31 $48,544,260 1,716,558