5
TJX
TJX COS INC NEW · Consumer Discretionary
Consensus score 5/100 · #104 this quarter · tier-weighted across tracked managers
Holders
2
tracked managers
New this Q
1
opened a position
Avg weight
2.8%
of their portfolios
Combined value
$477M
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Marshfield Associates Concentrated | 3.1% | $132M | TRIM |
| Fundsmith Concentrated | 2.5% | $344M | NEW |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.