Billionaire Stan Druckenmiller’s 10 Small and Mid-Cap Stock Picks with Huge Upside Potential

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6. BBB Foods Inc. (NYSE:TBBB)

Duquesne Capital’s Stake: $89 Million 

BBB Foods Inc. (NYSE:TBBB) is a recent addition to the 13F portfolio of Duquesne Capital. The fund first disclosed a stake in the company in the second quarter of 2025. This position comprised over 360,000 shares. In the third quarter of 2025, the fund upped this holding by more than 220% and share ownership rose to nearly 1.2 million shares. Filings for the fourth quarter of 2025 show that the fund has added to the holding by over 125% and now owns nearly 2.7 million shares in the company.

Hedge funds are bullish on the long-term prospects of BBB Foods Inc. (NYSE:TBBB) despite short-term share price fluctuation. The core thesis is that the company is perfectly positioned to capture market share from traditional mom-and-pop stores in Mexico. In 2025, the company opened 574 net new stores, a 21% increase over the previous year. Hedge funds are betting that this aggressive footprint expansion will lead to massive operating leverage by 2027. Over 50% of sales for the company come from private-label brands. This allows BBB Foods to maintain high margins even while offering prices lower than major competitors like Walmart de México. Large-scale institutional investors have treated the March price dip as a buying opportunity, focusing on the 34% year-over-year revenue growth rather than the EPS miss.

While we acknowledge the potential of TBBB to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than TBBB and that has 100x upside potential, check out our report about the cheapest AI stock.

Click to continue reading and see Billionaire Stan Druckenmiller’s 5 Small and Mid-Cap Stock Picks with Huge Upside Potential.

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