TJX
Tjx Companies Inc
5 super-investors hold TJX worth a combined $68M. The largest position: Jensen Investment Management at 0.1% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 32 — ranked #294 of 724 scored stocks.
Why super-investors own TJX
TJX draws minimal attention from this super-investor cohort, with just 5 owners holding a combined $68M — though the bulk of that is Joel Greenblatt's $62M stake, which itself represents a negligible slice of his portfolio at roughly 0.0%. No manager carries a concentration above 0.1%, with Jensen Investment Management the highest at that threshold. Activity in 2026Q1 was limited to Terry Smith adding to his small existing position. The cohort owner count has been flat at one for two consecutive quarters before expanding to the current five, suggesting a modest, recent broadening of interest rather than any sustained conviction build. Overall, super-investor interest in TJX remains peripheral.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 39q | $62M | 391,134 |
| 2 | Jensen Investment Management | 0.1% | 40q | $4M | 23,160 |
| 3 | Lee Ainslie | <0.1% | 26q | $670K | 4,193 |
| 4 | Mairs & Power Funds | <0.1% | 10q | $529K | 3,315 |
| 5 | Terry Smith | <0.1% | 2q | $513K | 3,213 |
Owners of TJX also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Terry Smith | ADD | <0.1% | +178% | $513K | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 872540109. Not investment advice.