12 West Capital Management LP: BBB FOODS INC (TBBB): Quarterly 13F Position History
As of Q2 2026, 12 West Capital Management LP reported 1,717,770 shares of BBB FOODS INC (TBBB), worth $71.6M and representing 13.4% of its 13F equity book. Quarter-over-quarter share count change: 570,000 (-24.9%) . The position first appeared in Q4 2024 and has been disclosed across 7 13F-HR filings in Pactolio's tracked window.
- 1,717,770Shares Held (Latest Filing)
- $71.6MReported Market Value (Latest Filing)
- 13.4%Portfolio Weight (% of 13F Equity Book)
- 570,000Quarter-over-Quarter Share Change
- -$9.3MQuarter-over-Quarter Value Change
- 3,382,770Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 7 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,717,770 | 570,000 | -24.9% | $71.6M | 13.4% | $41.7 |
| 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 rather than 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 7 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 Q1 2026 and Q2 2026, 12 West Capital Management LP reduced its TBBB position by 570,000 shares (-24.9%), leaving 1,717,770 shares at a market value of $71.6M.
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.