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TJX · Consumer Cyclical · Apparel - Retail · Market cap $170.25B

1 fund in our archive has pitched The TJX Companies — most recently Fundsmith Equity Fund in June 2026.

Company profile

The TJX Companies, Inc., alongside its various associated businesses, functions as a major discount retailer focusing on clothing and household decor. Its operations are organized into four primary divisions: Marmaxx, HomeGoods, TJX Canada, and TJX International. The enterprise markets an extensive selection of goods, including clothing for all family members (such as shoes and complementary items); a broad array of home furnishings and accessories (ranging from essential household goods, furniture, floor coverings, and lighting fixtures to gift items, soft textiles, decorative pieces, dining wares, and kitchen utensils), alongside growing departments for pet supplies, children's products, and gourmet foodstuffs. Jewelry, additional accessories, and various general merchandise are also available. By the close of February 23, 2022, TJX maintained a considerable retail network across several continents. In the United States, this footprint included 1,284 T.J. Maxx, 1,148 Marshalls, 850 HomeGoods, 59 Sierra, and 39 Homesense physical stores, complemented by online portals like tjmaxx.com, marshalls.com, and sierra.com. Its Canadian presence featured 293 Winners, 147 HomeSense, and 106 Marshalls outlets. European consumers could visit 618 T.K. Maxx and 77 Homesense locations, with an e-commerce option at tkmaxx.com. Furthermore, Australia hosted 68 T.K. Maxx establishments. Established in 1962, the firm's corporate headquarters are located in Framingham, Massachusetts.

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2
Reported positions
1
Bought
0
Sold
3
Letters

Position history

Every position in The TJX Companies on record in the archive was reported in Q2 2026, across 2 fund letters1 opened or added to the position.

Fund letters reporting a position in The TJX Companies, by quarter
QuarterLettersBoughtSoldTheses
Q2 20262101

Fund activity · 2 positions · 1 move

  • June 2026
    We began accumulating stakes in AppLovin, GE Vernova, Legrand, Mastercard, Netflix, Nextpower, Sage, The TJX Companies, TSMC, Uber, Veeva Systems, and Yum! Brands.
    Read the letterThe TJX Companies
  • June 2026

    Listed in Bretton Fund’s reported holdings.

    Read the letterThe TJX Companies

Also mentioned · 1

These funds discuss The TJX Companies — as a competitor, benchmark or comparable — without disclosing a position in it.

Fund coverage · 1 thesis

Read every full thesis on The TJX Companies

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