← Holdings
TJX

TJX Companies Inc

2 managers · $360M total
Data: SEC EDGAR 13F · 2026Q2
Manager holders · last 5 qtrsⓘ
2
2025Q2 – 2026Q2 · +1 QoQ
Total position
$360M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
FundsmithⓘNew$344M2.52%Quality growth / Long-term concentrated
MarathonTrim-20.8%$16M0.63%Capital cycle / Contrarian value
What managers sayⓘ
2021-06-15Colossus (Invest Like the Best / Business Breakdowns)BullJohn Harris - Resilience and Imagination - [Invest Like the Best, EP. 230]Detail →
2021-05-26GMOBullAn Expensive Market Need Not Mean Expensive StocksDetail →
2021-04-14Colossus (Invest Like the Best / Business Breakdowns)NeutralCostco: Relentless Focus on the One Thing - [Business Breakdowns, EP. 04]Detail →
2018-07-17Colossus (Invest Like the Best / Business Breakdowns)BullModest Proposal – Value is Dead, Long Live Value - [Invest Like the Best, EP.95]Detail →
Earnings Callsⓘ

No earnings call data yet

FinancialsⓘFY2026 · Source: SEC EDGAR 10-K

5y revenue CAGR 6% · latest net margin 9.1% · FCF consistently positive

Revenue$60.4B
Rev. YoY+7.1%
Gross margin31%
Net margin9.1%
Net income$5.49B
Free cash flow$4.92B
Operating cash flow$6.87B
ROE53.9%

Source: SEC EDGAR company filings (10-K). Foreign issuers (20-F/IFRS) not yet covered.