SC 13G/A ·Filed Oct 9, 2026
Passive stake amendment
Actionable Insight • Neutral
Monitor for any future 13D conversion if Wasatch increases stake or engages with management; currently a passive filer with no activist intent.
Latest settled — T+5d
TBBB ▲ +3.76% at T+5d
NEUTRAL call +3.76% · α vs SPY +5.73% · entry $55.59 → $57.68
Latest observation: T+10 +1.97% FF3 residual α
T+1d
+1.28%
call +1.28% · α +1.34%
$56.30
settled 16d ago
T+5d
+3.76%
call +3.76% · α +5.73%
$57.68
settled 12d ago
T+20d
Pending
in 9d
T+60d
Pending
in 2mo
Price Chart
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Executive Summary
Wasatch Advisors LP filed an amended Schedule 13G disclosing a passive 3.4% stake in BBB Foods Inc as of September 30, 2026. The filing shows 3,909,287 Class A shares held, with sole voting power over 3,301,715 shares. This is a routine passive stake update with no change in investment intent.
Key Financial Metrics
Stake
3.4%
Investor
Wasatch Advisors LP
Investor Type
mutual fund
Key Facts
- Wasatch Advisors LP disclosed beneficial ownership of 3,909,287 Class A shares of BBB Foods Inc.
- The stake represents 3.4% of shares outstanding as of September 30, 2026.
- Sole voting power is held over 3,301,715 shares; sole dispositive power over all 3,909,287 shares.
- The filing is an amendment to a prior Schedule 13G, indicating a passive investment intent under Rule 13d-1(b).
- No prior stake percentage was provided in this filing for comparison, so direction of change cannot be determined.
Financial Impact
3.4% passive stake valued at approximately $[undisclosed] — no transaction details provided.
ownership_percentage
Risk Factors
- No material risk identified — passive filing with no change in control intent.
Investment Themes
Consumer & Retail
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0000814133-26-000114 |
| Document: 0000814133-26-000114-index.html | 0000814133-26-000114 |
| Document: 0000814133-26-000114.txt | 0000814133-26-000114 |
9 reports for TBBB
17% Hit rate @ T+5 Went positive at some point 1 of 6 best @ T+1▲ +4.10%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 9, 2026 18d ago | SC 13G/A | $55.59 $57.68 | ▲ +3.76% | ▲ +5.73% | $57.41 (+3.27%) |
Jun 3, 2026 20w ago | Insider Cluster | $38.20 $41.81 | ▼ −9.45% | ▼ −12.00% | $57.41 (−50.29%) |
Jun 3, 2026 20w ago | Insider Cluster | $38.20 $41.81 | ▼ −9.45% | ▼ −12.00% | $57.41 (−50.29%) |
May 29, 2026 21w ago | 424B5 | $39.56 $39.42 | ▲ +0.35% | ▼ −2.40% | $57.41 (−45.12%) |
May 29, 2026 21w ago | 6-K | $37.82 $39.29 | ▼ −3.89% | ▼ −4.18% | $57.41 (−51.80%) |
May 27, 2026 21w ago | 424B5 | $32.73 $38.20 | ▼ −16.71% | ▼ −16.40% | $57.41 (−75.40%) |
May 27, 2026 21w ago | 6-K | $32.73 $38.20 | ▼ −16.71% | ▼ −16.40% | $57.41 (−75.40%) |
Apr 29, 2026 25w ago | 6-K | $36.50 $38.43 | ▲ +5.29% | ▲ +3.56% | $57.41 (+57.29%) |
Apr 8, 2026 28w ago | 6-K | $37.56 $37.36 | ▼ −0.53% | ▼ −3.72% | $57.41 (+52.85%) |
Showing 9 of 9
US Market Status
Market Closed — Opens Thu (10h 13m)
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