LongTBBBJun 2026
BBB Foods
BBB Foods operates the Tiendas 3B Mexican hard-discount chain and has grown its store count by roughly 20% annually for more than a decade. Orbis sees the heart of its moat in…
TBBB
1 published idea on BBB Foods across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on BBB Foods: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
BBB Foods operates the Tiendas 3B Mexican hard-discount chain and has grown its store count by roughly 20% annually for more than a decade. Orbis sees the heart of its moat in…