What Jensen Investment Management bought and sold in Q1 2025
In Q1 2025, Jensen Investment Management (Jensen Investment Management) opened 1 new position — including URI (<0.1%), added to 2, trimmed 15, exited 2 (MMS, BALL). The book stood at $9.04B across 84 positions, filed May 9, 2025.
1New2Added15Trimmed2Exited
New positions (1)
Added to (2)
Trimmed (15)
- ADPAutomatic Data Processing-23% shares · 4.3% · $392M
- MAMastercard Inc - A-27% shares · 4.2% · $378M
- TXNTexas Instruments Inc-36% shares · 2.3% · $211M
- PEPPepsico Inc-58% shares · 1.8% · $161M
- NKENike Inc -cl B-32% shares · 1.6% · $146M
- HDHome Depot Inc-38% shares · 1.2% · $111M
- JNJJohnson & Johnson-60% shares · 1.1% · $102M
- VRSKVerisk Analytics Inc-34% shares · 1.1% · $98M
- LHLabcorp Holdings Inc-22% shares · 0.1% · $7M
- KRKroger CO-30% shares · 0.1% · $6M
- FFIVF5 Inc-33% shares · <0.1% · $4M
- BAHBooz Allen Hamilton Holdings-22% shares · <0.1% · $4M
- MCHPMicrochip Technology Inc-27% shares · <0.1% · $1M
- LIILennox International Inc-63% shares · <0.1% · $1M
- SBUXStarbucks Corp-81% shares · <0.1% · $571K
Exited (2)
Jensen Investment Management's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.