Orbis Investment Management and Allan Gray Australia Acquire 9% Stake in BBB Foods Inc (TBBB)

On May 15, 2026, Orbis Investment Management Ltd and Allan Gray Australia Pty Ltd filed a joint Schedule 13G/A with the SEC, reporting a significant combined stake in BBB Foods Inc (TBBB). The filing reveals that the reporting persons collectively beneficially own 5,646,435 shares of Common Stock, representing 9.0% of the class. Individually, Orbis Investment Management Ltd holds 5,630,319 shares (9.0%), while Allan Gray Australia Pty Ltd holds 16,116 shares (0.0%). This filing marks an increase from a previously reported 0.0% ownership position, indicating a new substantial holding. Both entities are classified as non-U.S. institutions equivalent to investment advisers and have certified that the shares were acquired in the ordinary course of business without the intent to influence or change the control of the issuer. The shares are held with sole voting and dispositive power by the respective entities. The event triggering this amendment occurred on March 31, 2026.