12 West Capital Management LP: BBB FOODS INC (TBBB): Quarterly 13F Position History
As of Q1 2026, 12 West Capital Management LP reported 2,287,770 shares of BBB FOODS INC (TBBB), worth $80.9M and representing 13.7% of its 13F equity book. Quarter-over-quarter share count change: 75,000 (-3.2%) . The position first appeared in Q4 2024 and has been disclosed across 6 13F-HR filings in Pactolio's tracked window.
- 2,287,770Shares Held (Latest Filing)
- $80.9MReported Market Value (Latest Filing)
- 13.7%Portfolio Weight (% of 13F Equity Book)
- 75,000Quarter-over-Quarter Share Change
- +$2.0MQuarter-over-Quarter Value Change
- 3,382,770Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 6 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,287,770 | 75,000 | -3.2% | $80.9M | 13.7% | $35.4 |
| Q4 2025 | 2,362,770 | 1,020,000 | -30.2% | $78.9M | 9.4% | $33.4 |
| Q3 2025 | 3,382,770 | +963,712 | +39.8% | $91.2M | 9.5% | $27.0 |
| Q2 2025 | 2,419,058 | +130,000 | +5.7% | $67.2M | 7.1% | $27.8 |
| Q1 2025 | 2,289,058 | +572,500 | +33.4% | $61.1M | 9.0% | $26.7 |
| Q4 2024 | 1,716,558 | — | — | $48.5M | 5.1% | $28.3 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did 12 West Capital Management LP first disclose a TBBB position in 13F-HR filings?
12 West Capital Management LP first reported BBB FOODS INC (TBBB) on its 13F-HR filing for the period ending 2024-12-31 (Q4 2024). The position has appeared on 6 reported quarters within Pactolio's tracked window.
What was 12 West Capital Management LP's most recent quarter-over-quarter share-count change in TBBB?
Between Q4 2025 and Q1 2026, 12 West Capital Management LP reduced its TBBB position by 75,000 shares (-3.2%), leaving 2,287,770 shares at a market value of $80.9M.
Does the implied price-per-share represent 12 West Capital Management LP's cost basis in TBBB?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.