TBBB
BBB Foods Inc
Research: Finviz ↗·Perplexity ↗
No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.
News Summary
PositiveBBB Foods delivered a strong Q2 2026 earnings beat with $1.5B revenue (+55.5% YoY) and robust same-store sales growth, prompting a UBS upgrade to Buy with $51 price target. The company continues aggressive expansion (123 net new stores in Q1, on track for 590-630 net new stores in 2026) while maintaining double-digit same-store sales growth, with analyst consensus suggesting potential for full-year guidance raises.
Fund 13D/13G Filings (2)
Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).
| Fund | Form | ∆ Shares | % of Class | Since Filing | Filed | Src |
|---|---|---|---|---|---|---|
| Duquesne Family Office | SC 13G | NEW | 3.7% | +21.5% vs SPY +26.1% abs | 2026-07-29 | ↗ |
| Duquesne Family Office | SC 13G | NEW | 5.0% | — | 2026-01-28 | ↗ |
Tracked Funds Holding (2)
| Fund | Manager | Shares Held | Position Value |
|---|---|---|---|
| Duquesne Family Office | Stanley Druckenmiller | 2.9M | $121M |
| Point72 | Steve Cohen | 698K | $29M |
Quarter-end 13F positions for the tracked funds holding this stock.