Microsoft retired 0.1% of its shares in twelve months, so this stake grew 0.1% without buying a share.
Shares held, 8 quarters
Superinvestors › Jensen Investment
Jensen Investment’s cannibal stocks
Jensen Investment Management · 13F for Q2 2026
35cannibals held
$2.4Bin these positions
Q2 2026latest 13F filing
Apple retired 1.2% of its shares in twelve months, so this stake grew 1.2% without buying a share.
Shares held, 8 quarters
KLA retired 0.6% of its shares in twelve months, so this stake grew 0.6% without buying a share.
Shares held, 8 quarters
Sherwin-Williams retired 2.1% of its shares in twelve months, so this stake grew 2.1% without buying a share.
Shares held, 8 quarters
Eli Lilly retired 0.4% of its shares in twelve months, so this stake grew 0.4% without buying a share.
Shares held, 8 quarters
Mastercard retired 3.9% of its shares in twelve months, so this stake grew 4.1% without buying a share.
Shares held, 8 quarters
Marsh & Mclennan Companies retired 2.9% of its shares in twelve months, so this stake grew 3.0% without buying a share.
Shares held, 8 quarters
Waste Management retired 0.8% of its shares in twelve months, so this stake grew 0.8% without buying a share.
Shares held, 8 quarters
Motorola Solutions retired 0.6% of its shares in twelve months, so this stake grew 0.6% without buying a share.
Shares held, 8 quarters
Amphenol has retired 15.3% of its shares since its peak.
Shares held, 8 quarters
TJX Companies retired 0.9% of its shares in twelve months, so this stake grew 1.0% without buying a share.
Shares held, 8 quarters
Verisk Analytics retired 6.6% of its shares in twelve months, so this stake grew 7.1% without buying a share.
Shares held, 8 quarters
Meta Platforms has retired 12.2% of its shares since its peak.
Shares held, 8 quarters
McDonald's retired 0.6% of its shares in twelve months, so this stake grew 0.6% without buying a share.
Shares held, 8 quarters
Cintas retired 1.2% of its shares in twelve months, so this stake grew 1.2% without buying a share.
Shares held, 8 quarters
IDEXX Laboratories retired 1.3% of its shares in twelve months, so this stake grew 1.4% without buying a share.
Shares held, 8 quarters
Copart retired 4.3% of its shares in twelve months, so this stake grew 4.5% without buying a share.
Shares held, 8 quarters
ADP retired 1.8% of its shares in twelve months, so this stake grew 1.8% without buying a share.
Shares held, 8 quarters
Oracle has retired 42.3% of its shares since its peak.
Shares held, 8 quarters
PepsiCo retired 0.3% of its shares in twelve months, so this stake grew 0.3% without buying a share.
Shares held, 8 quarters
Colgate-Palmolive retired 1.1% of its shares in twelve months, so this stake grew 1.1% without buying a share.
Shares held, 8 quarters
Aon retired 1.3% of its shares in twelve months, so this stake grew 1.3% without buying a share.
Shares held, 8 quarters
Adobe retired 7.0% of its shares in twelve months, so this stake grew 7.6% without buying a share.
Shares held, 8 quarters
Labcorp retired 2.2% of its shares in twelve months, so this stake grew 2.2% without buying a share.
Shares held, 8 quarters
Cognizant retired 6.7% of its shares in twelve months, so this stake grew 7.1% without buying a share.
Shares held, 8 quarters
MSCI retired 3.2% of its shares in twelve months, so this stake grew 3.4% without buying a share.
Shares held, 8 quarters
Kroger retired 10.9% of its shares in twelve months, so this stake grew 12.2% without buying a share.
Shares held, 8 quarters
RTX has retired 11.3% of its shares since its peak.
Shares held, 8 quarters
Church & Dwight retired 1.2% of its shares in twelve months, so this stake grew 1.2% without buying a share.
Shares held, 8 quarters
Johnson & Johnson has retired 20.9% of its shares since its peak.
Shares held, 8 quarters
United Rentals retired 2.2% of its shares in twelve months, so this stake grew 2.2% without buying a share.
Shares held, 8 quarters
Texas Instruments has retired 47.4% of its shares since its peak.
Shares held, 8 quarters
UnitedHealth retired 0.9% of its shares in twelve months, so this stake grew 0.9% without buying a share.
Shares held, 8 quarters
Genuine Parts retired 0.9% of its shares in twelve months, so this stake grew 0.9% without buying a share.
Shares held, 8 quarters
Home Depot has retired 57.5% of its shares since its peak.
Shares held, 8 quarters
Values as reported in the 13F at quarter end. See the Q2 2026 filing on EDGAR.
Questions
Which cannibal stocks does Jensen Investment own?
In the Q2 2026 13F, Jensen Investment Management held MSFT, AAPL, KLAC, SHW, LLY, MA, MRSH, WM, MSI, APH, TJX, VRSK, META, MCD, CTAS, IDXX, CPRT, ADP, ORCL, PEP, CL, AON, ADBE, LH, CTSH, MSCI, KR, RTX, CHD, JNJ, URI, TXN, UNH, GPC, HD. 35 of them are on the Buyback Radar leaderboard.
Where does this data come from?
From Jensen Investment Management's 13F filings with the SEC, the last eight quarters, amendments applied, options excluded. A 13F shows US-listed stock positions at quarter end and is filed up to 45 days later, so it is a record, not a live portfolio.
How do buybacks help Jensen Investment?
Kroger retired 10.9% of its shares in the last twelve months. That alone made every remaining share, including Jensen Investment's 62,390, 12.2% bigger as a slice of the company, without buying anything.
Jensen Investment’s moves in companies like these are covered on Cannibal Stocks.
Read Cannibal Stocks All superinvestors →