
What smart money is saying about The TJX Companies
1 fund in our archive has pitched The TJX Companies — most recently Fundsmith Equity Fund in June 2026.
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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Position history
Every position in The TJX Companies on record in the archive was reported in Q2 2026, across 2 fund letters — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 1 | 0 | 1 |
Fund activity · 2 positions · 1 move
- New positionFundsmith Equity FundJune 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 - HoldsBretton FundJune 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.
- June 2026
“On an individual stock basis, the biggest detractors from returns included L3Harris Technologies, Autodesk and TJX Companies as well as not owning Astera Labs and Datadog.”
Read the letterThe TJX Companies
Fund coverage · 1 thesis
- Fundsmith Equity FundJune 2026
TJX runs an off-price retail model with supply-chain agility, vendor relationships, and a hard-to-replicate shopping experience.
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