TBBB

Bbb Foods, Inc.

2 super-investor ownerscombined $113Mlargest position 3.7%

2 super-investors hold TBBB worth a combined $113M. The largest position: Stanley Druckenmiller at 3.7% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 36 — ranked #196 of 724 scored stocks.

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Why super-investors own TBBB

Druckenmiller dominates the cohort's exposure here, holding $110M — roughly 97% of the $113M combined position — at a 3.7% portfolio weight, making this a meaningful conviction bet by his standards. Dodge & Cox holds a nominal $3M, effectively a rounding error. The cohort count has held flat at one meaningful owner across the last four quarters for which data is available, and 2026Q1 saw zero new entrants, additions, trims, or exits — the position is static. With only two holders and no movement this quarter, super-investor interest in TBBB is neither building nor retreating; it remains a Druckenmiller-specific thesis with negligible broader cohort endorsement.

AI-synthesized from 13F filings. Not investment advice.