Francois Rochon - Giverny Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
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
2024   Q2 0 0.00 Sell 100.00% <0.01 $103.70–121.13 · VW $114.03i SEC
2024   Q1 1,085 <0.01 Reduce 87.47% 0.04 $92.35–104.98 · VW $100.14i $110,041 SEC
2023   Q4 8,657 0.04 Reduce 0.46% <0.01 $87.44–102.84 · VW $96.47i $812,113 SEC
2023   Q3 8,697 0.04 $88.88 $772,989 SEC
2023   Q2 8,697 0.04 $84.79 $737,419 SEC
2023   Q1 8,697 0.04 Reduce 5.44% <0.01 $72.92–81.32 · VW $77.01i $681,497 SEC
2022   Q4 9,197 0.05 $79.60 $732,081 SEC
2022   Q3 9,197 0.04 $62.09 $571,000 SEC
2022   Q2 9,197 0.03 $55.89 $514,000 SEC
2022   Q1 9,197 0.03 $60.56 $557,000 SEC
2021   Q4 9,197 0.04 Reduce 3.59% <0.01 $59.85–77.35 · VW $67.77i $698,000 SEC
2021   Q3 9,539 0.04 Add 15.43% <0.01 $62.72–76.94 · VW $69.69i $629,000 SEC
2021   Q2 8,264 0.03 Reduce 1.67% <0.01 $63.25–76.16 · VW $70.71i $557,000 SEC
2021   Q1 8,404 0.04 Reduce 79.00% 0.17 $61.15–74.65 · VW $67.78i $556,000 SEC
2020   Q4 40,027 0.21 Add 13.10% 0.02 $62.24–71.06 · VW $66.43i $2,733,000 SEC
2020   Q3 35,392 0.18 Add 18.45% 0.03 $50.06–65.14 · VW $59.57i $1,970,000 SEC
2020   Q2 29,880 0.15 Add 236.03% 0.11 $48.73–59.54 · VW $54.35i $1,511,000 SEC
2020   Q1 8,892 0.05 Reduce 0.89% <0.01 $32.72–63.59 · VW $49.69i $425,000 SEC
2019   Q4 8,972 0.05 Reduce 1.21% <0.01 $58.14–64.95 · VW $60.96i $548,000 SEC
2019   Q3 9,082 0.05 Reduce 2.77% <0.01 $53.07–61.69 · VW $58.63i $506,000 SEC
2019   Q2 9,341 0.05 $52.89 $494,000 SEC
2019   Q1 9,341 0.06 Reduce 14.57% <0.01 $49.05–55.78 · VW $51.71i $497,000 SEC
2018   Q4 10,934 0.06 $44.72 $489,000 SEC
2018   Q3 10,934 0.07 $55.97 $612,000 SEC
2018   Q2 10,934 0.07 $47.56 $520,000 SEC
2018   Q1 10,934 0.06 Add 155.35% 0.04 $39.86–45.42 · VW $43.48i $446,000 SEC
2017   Q4 4,282 0.02 Reduce 48.99% 0.02 $36.41–42.40 · VW $40.05i $164,000 SEC
2017   Q3 8,394 0.05 Buy 0.05 $33.22–38.11 · VW $36.37i $309,000 SEC
Price snapshot:
Current price$150.53
52-week low$118.39
52-week high$170.00