Ancient Art, L.P.: BBB FOODS INC (TBBB): Quarterly 13F Position History
As of Q1 2026, Ancient Art, L.P. reported 451,497 shares of BBB FOODS INC (TBBB), worth $16.0M and representing 3.5% of its 13F equity book. Quarter-over-quarter share count change: + 59,860 (+15.3%) . The position first appeared in Q3 2024 and has been disclosed across 7 13F-HR filings in Pactolio's tracked window.
- 451,497Shares Held (Latest Filing)
- $16.0MReported Market Value (Latest Filing)
- 3.5%Portfolio Weight (% of 13F Equity Book)
- +59,860Quarter-over-Quarter Share Change
- +$2.9MQuarter-over-Quarter Value Change
- 451,497Peak 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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 451,497 | +59,860 | +15.3% | $16.0M | 3.5% | $35.4 |
| Q4 2025 | 391,637 | +253,320 | +183.1% | $13.1M | 3.0% | $33.4 |
| Q3 2025 | 138,317 | +138,317 | — | $3.7M | 0.9% | $27.0 |
| Q2 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2024 | 0 | 53,222 | -100.0% | $0 | 0.0% | — |
| Q3 2024 | 53,222 | — | — | $1.6M | 0.4% | $30.0 |
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 Ancient Art, L.P. first disclose a TBBB position in 13F-HR filings?
Ancient Art, L.P. first reported BBB FOODS INC (TBBB) on its 13F-HR filing for the period ending 2024-09-30 (Q3 2024). The position has appeared on 7 reported quarters within Pactolio's tracked window.
What was Ancient Art, L.P.'s most recent quarter-over-quarter share-count change in TBBB?
Between Q4 2025 and Q1 2026, Ancient Art, L.P. added 59,860 shares of TBBB (+15.3%), bringing the total reported position to 451,497 shares at a market value of $16.0M.
Does the implied price-per-share represent Ancient Art, L.P.'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.