13F Portfolios

Duquesne Family Office LLC: BBB FOODS INC (TBBB): Quarterly 13F Position History

As of Q2 2026, Duquesne Family Office LLC reported 2,901,733 shares of BBB FOODS INC (TBBB), worth $120.9M and representing 2.8% of its 13F equity book. Quarter-over-quarter share count change: 207,469 (-6.7%) . The position first appeared in Q2 2025 and has been disclosed across 5 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 5 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q2 2026 2,901,733 207,469 -6.7% $120.9M 2.8% $41.7
Q1 2026 3,109,202 +434,050 +16.2% $110.0M 3.7% $35.4
Q4 2025 2,675,152 +1,492,027 +126.1% $89.3M 2.1% $33.4
Q3 2025 1,183,125 +822,575 +228.1% $31.9M 0.8% $27.0
Q2 2025 360,550 $10.0M 0.3% $27.8

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 Duquesne Family Office LLC first disclose a TBBB position in 13F-HR filings?

Duquesne Family Office LLC first reported BBB FOODS INC (TBBB) on its 13F-HR filing for the period ending 2025-06-30 (Q2 2025). The position has appeared on 5 reported quarters within Pactolio's tracked window.

What was Duquesne Family Office LLC's most recent quarter-over-quarter share-count change in TBBB?

Between Q1 2026 and Q2 2026, Duquesne Family Office LLC reduced its TBBB position by 207,469 shares (-6.7%), leaving 2,901,733 shares at a market value of $120.9M.

Does the implied price-per-share represent Duquesne Family Office LLC'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.