SEC 13F Intelligence

South Street Advisors LLC / TJX

South Street Advisors LLC’s Tjx Cos Inc New Position

Does South Street Advisors LLC own Tjx Cos Inc New (TJX)? Yes164.2K shares worth $26M (+3.80% of its 13F portfolio) as of Q1 2026, down from 166.0K shares the prior filed quarter.

Position Value
$26M
Q1 2026
Shares
164.2K
% of Portfolio
+3.80%
Quarters Held
29
currently held

Position History TJX

Reported value by quarter
Q4 ’18: $11MQ4 ’18Q1 ’19: $13MQ2 ’19: $13MQ3 ’19: $14MQ4 ’19: $16MQ4 ’19Q1 ’20: $13MQ2 ’20: $13MQ3 ’20: $15MQ4 ’20: $18MQ4 ’20Q2 ’21: $18MQ3 ’21: $17MQ4 ’21: $20MQ1 ’22: $16MQ1 ’22Q2 ’22: $14MQ3 ’22: $16MQ4 ’22: $20MQ1 ’23: $20MQ1 ’23Q2 ’23: $20MQ3 ’23: $21MQ4 ’23: $22MQ1 ’24: $23MQ1 ’24Q2 ’24: $23MQ3 ’24: $24MQ4 ’24: $23MQ1 ’25: $23MQ1 ’25Q2 ’25: $23MQ3 ’25: $27MQ4 ’25: $25MQ1 ’26: $26MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026164.2K$26M+3.80%
Q4 2025166.0K$25M+3.58%
Q3 2025183.5K$27M+3.48%
Q2 2025183.2K$23M+3.36%
Q1 2025187.6K$23M+3.73%
Q4 2024192.9K$23M+3.57%
Q3 2024200.0K$24M+3.57%
Q2 2024210.1K$23M+3.51%
Q1 2024222.3K$23M+3.60%
Q4 2023239.2K$22M+4.19%
Q3 2023239.8K$21M+4.28%
Q2 2023239.2K$20M+4.02%
Q1 2023254.4K$20M+4.09%
Q4 2022254.2K$20M+4.47%
Q3 2022255.3K$16M+3.91%
Q2 2022258.3K$14M+3.29%
Q1 2022260.7K$16M+2.99%
Q4 2021259.1K$20M+3.44%
Q3 2021259.1K$17M+3.26%
Q2 2021262.9K$18M+3.29%
Q4 2020264.1K$18M+3.82%
Q3 2020265.5K$15M+3.57%
Q2 2020266.4K$13M+3.61%
Q1 2020263.7K$13M+4.15%
Q4 2019269.5K$16M+4.26%
Q3 2019245.8K$14M+3.99%
Q2 2019246.1K$13M+3.88%
Q1 2019246.3K$13M+3.97%
Q4 2018243.6K$11M+3.85%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See South Street Advisors LLC’s full portfolio or all institutional holders of TJX.