12 West Capital Management LP

Holdings History for BBB FOODS INC - Common Stock (TBBB)

Symbol: TBBB on NYSE
Investment type: Equity / Common Stock
Latest Disclosed Shares Owned: 2,362,770 shares
Security Ownership %: 3.8%

Shares, Excluding Options vs Price

Value, Excluding Options

12 West Capital Management LP ownership in BBB FOODS INC Common Stock (TBBB)

17 Feb 2026 - 12 West Capital Management LP has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 2,362,770 shares of BBB FOODS INC Common Stock (TBBB). This represents 3.8% ownership of the company. In their previous filing dated 14 Nov 2025, 12 West Capital Management LP had reported owning 3,382,770 shares, indicating a decrease of +30%. .

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filing time
12 West Capital Management LP	3.8%	-28%	$78,963,773	2,362,770	-1,020,000	-30%	$33.42	13G/A	31 Dec 2025	17 Feb 2026, 10:31
12 West Capital Management LP	5.5%		$91,199,479	3,382,770			$26.96	13G	30 Sep 2025	14 Nov 2025, 07:29

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
31 Dec 2025	9.4%	-4.1%	$78,892,890	2,362,770	-1,020,000	-30%	$33.39	Q4 2025
30 Sep 2025	9.5%	+2.7%	$91,199,479	3,382,770	+963,712	+40%	$26.96	Q3 2025
30 Jun 2025	7.1%	+0.38%	$67,153,050	2,419,058	+130,000	+5.7%	$27.76	Q2 2025
31 Mar 2025	9%	+2.3%	$61,072,067	2,289,058	+572,500		$26.68	Q1 2025
31 Dec 2024	5.1%	+5.1%	$48,544,260	1,716,558	+1,716,558	NEW	$28.28	Q4 2024

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.