Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  The TJX Companies, Inc. (TJX)
← All TJX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2017   Q4 0 0.00 Sell 100.00% <0.01 $36.41–42.40 · VW $40.05i SEC
2017   Q3 7,290 <0.01 Reduce 98.33% 0.14 $33.22–38.11 · VW $36.37i $269,000 SEC
2017   Q2 436,706 0.14 Reduce 96.73% 4.76 $33.33–38.03 · VW $35.84i $15,759,000 SEC
2017   Q1 13,374,430 4.92 Add 8.04% 0.37 $36.51–40.46 · VW $38.19i $528,825,000 SEC
2016   Q4 12,379,622 5.12 Add 7.68% 0.37 $36.63–39.44 · VW $38.43i $465,041,000 SEC
2016   Q3 11,496,734 5.12 Add 3.04% 0.15 $35.75–39.90 · VW $38.27i $429,863,000 SEC
2016   Q2 11,157,062 5.47 Add 11.65% 0.57 $36.22–41.82 · VW $38.92i $430,830,000 SEC
2016   Q1 9,992,980 5.37 Add 11.67% 0.56 $36.29–39.60 · VW $37.98i $391,475,000 SEC
2015   Q4 8,948,496 4.91 Add 10.39% 0.46 $32.82–37.92 · VW $35.93i $317,269,000 SEC
2015   Q3 8,106,224 5.30 Add 3.06% 0.16 $31.76–37.33 · VW $34.80i $289,473,000 SEC
2015   Q2 7,865,314 5.04 Reduce 2.03% 0.11 $32.15–38.47 · VW $35.26i $260,224,000 SEC
2015   Q1 8,028,692 5.48 Add 4.80% 0.25 $31.83–35.51 · VW $33.18i $281,205,000 SEC
2014   Q4 7,660,904 5.41 Reduce 1.41% 0.07 $32.13–34.94 · VW $33.79i $262,692,000 SEC
2014   Q3 7,770,258 5.17 Add 30.32% 1.20 $29.29–33.24 · VW $31.87i $229,883,000 SEC
2014   Q2 5,962,264 3.46 Reduce 5.16% 0.21 $25.95–30.02 · VW $28.59i $158,447,000 SEC
2014   Q1 6,286,636 4.12 Add 117.26% 2.22 $26.93–31.18 · VW $28.45i $190,642,000 SEC
2013   Q4 2,893,578 2.04 Buy 2.04 $27.91–32.19 · VW $30.28i $92,204,000 SEC
Price snapshot:
Current price$150.53
52-week low$118.39
52-week high$170.00