BBB Foods
TBBB on NYSE. Grocery stores. Market value $6.2bn.
This company reports once a year (it is based outside the US), so every figure comes from its annual report for the year to December 2025.
We can't read total debt from the filing, so debt is left out.
Cash flow or capital spending isn't reported, so free cash flow is unknown.
Should I look at this?
Not a fit for our list right now
Why it could be worth it
See Everyday goods stocks that passed both tests
This is not advice. Check the numbers below.
We could not compute this from the filings.
The filings do not give us enough to work this out.
The filings do not give us enough to work this out.
Quality score: not known. Price score: not known. Our list needs 70 on quality and 60 on price.
$54.24 a share, 128% above its 1-year low
Over the past year the price has ranged from $23.81 to $54.74.
Prices from Tuesday’s close (6 October).
Five years of cash, in billions
| Revenue | ||
| Revenue | n/a | n/a |
| Operating margin | ||
| Operating margin | n/a | n/a |
| Debt to equity | ||
| Debt to equity | n/a | n/a |
| Shares outstanding | ||
| Shares outstanding | n/a | n/a |
Health checks
- Free cash flow positiveNot enough data
- Accounting looks honest (Beneish)Not enough data
- Financial strength (Piotroski)Not enough data
- Profit backed by cash (accruals)Not enough data
- DebtUnknown
- Revenue growth, five yearsUnknown
Dates
- Next results (estimated)
- n/a
- Last annual report (10-K)
- 2 April 2026
- Next quarterly (estimated, 10-Q)
- n/a
Who owns it
3 long-term investors we follow own it, up from 2 last quarter. 166 funds in all.
- Dodge & CoxDodge & Cox investment committee
- Value
- $4m
- Share of fund
- <0.1%
| Fund | Value | Share of that fund | Change |
|---|---|---|---|
| Orbis Investment ManagementOrbis team (Allan Gray lineage) | $281m | 1.0% | Added |
| Mawer Investment ManagementMawer team | $9m | <0.1% | New |
| Dodge & CoxDodge & Cox investment committee | $4m | <0.1% |
Largest holders overall
- Capital International Investors$314mAdded
- FMR$307mAdded
- Orbis Investment Management$281mAdded
- Capital Research Global Investors$226mCut
- Wasatch Advisors LP$177mAdded
- Morgan Stanley$166mAdded
- Duquesne Family Office$121mCut
- Gilder Gagnon Howe$105m
- Route One Investment Company, L.P.$93mAdded
- Principal Financial Group$86mAdded
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
11 investors own more than 5%.
- Kamal Anthony HatoumInsider or founderat least 17.6%(filed with 1 related holder)Since 6 June 2026
What they said
The information set forth in Items 3 and 6 of this Schedule 13D is incorporated by reference in its entirety into this Item 4. The Reporting Persons own the securities reported herein for investment purposes. The Reporting Persons intend to review on a continuing basis their…
Read the filing - Capital International InvestorsPassive investor11.3%+2.6 ptsSince 30 June 2026
- FMR LLCPassive investorat least 9.0%(filed with 1 related holder)Since 31 December 2024
- ORBIS INVESTMENT MANAGEMENT LTDPassive investorat least 8.6%−2.1 pts(filed with 1 related holder)Since 30 June 2026
- Capital Research Global InvestorsPassive investor7.0%−1.6 ptsSince 30 June 2026
- GIC Private LimitedPassive investor6.2%−3.1 ptsSince 31 March 2026
- Wasatch Advisors LPPassive investor5.4%−1.2 ptsSince 30 June 2026
- Stanley F. DruckenmillerPassive investor5.0%Since 23 January 2026
- 12 West Capital Management LPPassive investorat least 3.8%−1.7 pts(filed with 1 related holder)Since 31 December 2025
- Duquesne Family Office LLCPassive investorat least 3.7%−1.3 pts(filed with 1 related holder)Since 30 June 2026
- QS 3B Aggregator Inc.Passive investorat least 3.5%−12.1 pts(filed with 5 related holders)Since 30 June 2026
- GILDER GAGNON HOWE & CO LLCPassive investorSold down below 5%Since 31 March 2025
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCPassive investorSold down below 5%Since 30 June 2025
- Morgan Stanley Capital Services LLCPassive investorSold down below 5%Since 31 December 2024
- Morgan StanleyPassive investorSold down below 5%Since 30 June 2026
- QS 3B, Inc.Passive investorSold down below 5%Since 31 December 2024
| Holder | Stake | Since | |
|---|---|---|---|
Kamal Anthony Hatoum Insider or founder | at least 17.6% (filed with 1 related holder) | 6 June 2026 | What they saidThe information set forth in Items 3 and 6 of this Schedule 13D is incorporated by reference in its entirety into this Item 4. The Reporting Persons own the securities reported herein for investment purposes. The Reporting Persons intend to review on a continuing basis their… Read the filing |
Capital International Investors Passive investor | 11.3%+2.6 pts | 30 June 2026 | |
FMR LLC Passive investor | at least 9.0% (filed with 1 related holder) | 31 December 2024 | |
ORBIS INVESTMENT MANAGEMENT LTD Passive investor | at least 8.6%−2.1 pts (filed with 1 related holder) | 30 June 2026 | |
Capital Research Global Investors Passive investor | 7.0%−1.6 pts | 30 June 2026 | |
GIC Private Limited Passive investor | 6.2%−3.1 pts | 31 March 2026 | |
Wasatch Advisors LP Passive investor | 5.4%−1.2 pts | 30 June 2026 | |
Stanley F. Druckenmiller Passive investor | 5.0% | 23 January 2026 | |
12 West Capital Management LP Passive investor | at least 3.8%−1.7 pts (filed with 1 related holder) | 31 December 2025 | |
Duquesne Family Office LLC Passive investor | at least 3.7%−1.3 pts (filed with 1 related holder) | 30 June 2026 | |
QS 3B Aggregator Inc. Passive investor | at least 3.5%−12.1 pts (filed with 5 related holders) | 30 June 2026 | |
GILDER GAGNON HOWE & CO LLC Passive investor | Sold down below 5% | 31 March 2025 | |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Passive investor | Sold down below 5% | 30 June 2025 | |
Morgan Stanley Capital Services LLC Passive investor | Sold down below 5% | 31 December 2024 | |
Morgan Stanley Passive investor | Sold down below 5% | 30 June 2026 | |
QS 3B, Inc. Passive investor | Sold down below 5% | 31 December 2024 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought shares on the open market in the last 12 months. 1 sold $773,735.
- Reich Sapire Rose Nicole DominiqueDirectorSold
- Date
- 9 September 2026
- Shares
- 7,623
- Price
- $51.00
- Value
- $388,773
- Reich Sapire Rose Nicole DominiqueDirectorSold
- Date
- 2 September 2026
- Shares
- 7,623
- Price
- $50.50
- Value
- $384,962
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 9 September 2026 | Reich Sapire Rose Nicole Dominique Director | Sold | 7,623 | $51.00 | $388,773 |
| 2 September 2026 | Reich Sapire Rose Nicole Dominique Director | Sold | 7,623 | $50.50 | $384,962 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
What could go wrong
Cheap for a reason is the question the numbers cannot answer.
Whether the price already reflects the risks is what the deep dive is for.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.