TBBB
BBB FOODS INC, CL-A
BBB FOODS INC, CL-A historical holders
total: 1
Ancient Art (Teton Capital) BBB FOODS INC, CL-A transactions over time
- Total transactions:
- 5
- New positions:
- 2
- Sold out:
- 1
- Added:
- 2
- Held since:
- 2025 Q3
- Held for:
- 3 quarters
- Latest activity:
- 2026 Q1
Quincy Lee has been an institutional investor in BBB FOODS INC, CL-A (TBBB) since 2024 Q3. According to 2026 Q1 report, Quincy Lee holds 451,497 shares with a market value of roughly $15.97M representing 3.48% of their equity portfolio. The fund/company first acquired TBBB in 2024 Q3, initially purchasing 53,222 shares. Quincy Lee later completely sold out the position and reinvested in TBBB again in 2025 Q3. Since the initial investment, Ancient Art (Teton Capital) has made 4 more transactions in this position.
Does Quincy Lee still hold TBBB?
Yes, Quincy Lee continues to hold BBB FOODS INC, CL-A (TBBB). According to their 2026 Q1 report, they maintain a position of 451,497 shares valued at approximately $15.97M, representing 3.48% of their equity portfolio.
When did Quincy Lee first invest in TBBB?
Quincy Lee first invested in BBB FOODS INC, CL-A (TBBB) in 2024 Q3 at the reported quarter-end price of $30.00 per share, acquiring 53,222 shares in their initial purchase.
What is Quincy Lee's average cost basis for TBBB?
Based on historical transaction data, Quincy Lee's estimated cost basis for BBB FOODS INC, CL-A (TBBB) is approximately $31.68 per share. This represents their average reported price* across all buy transactions.
Has Quincy Lee reinvested in TBBB after selling?
Yes, Quincy Lee has shown renewed interest in BBB FOODS INC, CL-A (TBBB). After completely selling their position, they reinitiated an investment in 2025 Q3, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $31.68
TBBB transactions history by Ancient Art (Teton Capital)
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
3.48%
|
451,497
|
$35.37
|
$15,969,449
|
+15.28% (+59,860)
|
+0.46%
|
|
2025 Q4
|
2.96%
|
391,637
|
$33.39
|
$13,076,759
|
+183.14% (+253,320)
|
+1.91%
|
|
2025 Q3
|
0.90%
|
138,317
|
$26.96
|
$3,729,026
|
new
|
+0.9%
|
|
2024 Q4
|
0.00%
|
0
|
$30.00
|
|
-100% (-53,222)
|
-0.37%
|
|
2024 Q3
|
0.37%
|
53,222
|
$30.00
|
$1,596,660
|
new
|
+0.37%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.