Ownership history in S.A. Mason LLC Β· 25 quarters on record
This page tracks every 13F SEC filing in which S.A. Mason LLC reported a position in TJX Cos Inc/The (TJX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π S.A. Mason LLC outperformed the S&P 500 by +3.6% annually on this TJX position. Timing score: 36% (8/22 decisions correct). Average cost basis: $56.52. Maximum drawdown during holding period: β25.8%.
β
Outperformed SPY on this position by 3.6% ann.
24 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
8 of 22 add/trim decisions correct
Best entry: $56.33 (2019 Q4) Β· Worst: $122.40 (2025 Q2)
πͺ Held through 2 major drawdowns (>20%).
10 adds Β· 13 trims. Bought during 2 of 6 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.03% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size