Jensen Investment Management
Jensen Quality Mid Cap Composite
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 11 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Jensen Investment Management for every strategy.
What it bought and sold
- ExitedBest Buy Co. Inc.Jun 2026
During the quarter, the Quality Mid-Cap Investment Team initiated a position in Cintas Corporation (CTAS) and liquidated Best Buy Co., Inc. (BBY).
During the quarter, the Quality Mid-Cap Investment Team initiated a position in Cintas Corporation (CTAS) and liquidated Best Buy Co., Inc. (BBY).
During the quarter, we reduced the Portfolio’s position in Keysight Technologies, Inc. (KEYS), a manufacturer of instruments used in the design, simulation, manufacture, and testing of electronic systems.