Jensen Investment Management significantly increased its position in off-price retailer TJX Companies (TJX) during the second quarter of 2026. According to its quarterly 13F filing with the SEC, which reflects holdings as of June 30, 2026, the firm boosted its stake by over 2,000%, from 23,160 shares to 503,180. This raised the reported value of its holding from $3.70 million to $76.23 million.
In a June 2026 announcement, Jensen's investment team stated they added TJX to their Quality Growth Strategy. They cited the retailer's strong competitive advantages, including its scale and vendor relationships, along with its history of earnings stability across different economic cycles as key reasons for the investment. Investors are reminded that 13F filings are delayed disclosures and do not represent current trading activity.