Marriott International retired 2.8% of its shares in twelve months, so this stake grew 2.9% without buying a share.
Shares held, 8 quarters
Superinvestors › Terry Smith
Terry Smith’s cannibal stocks
Fundsmith · 13F for Q2 2026
16cannibals held
$6.2Bin these positions
Q2 2026latest 13F filing
Mastercard retired 3.9% of its shares in twelve months, so this stake grew 4.1% without buying a share.
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
Microsoft retired 0.1% of its shares in twelve months, so this stake grew 0.1% without buying a share.
Shares held, 8 quarters
Meta Platforms has retired 12.2% of its shares since its peak.
Shares held, 8 quarters
ADP retired 1.8% of its shares in twelve months, so this stake grew 1.8% without buying a share.
Shares held, 8 quarters
Fortinet retired 1.3% of its shares in twelve months, so this stake grew 1.4% 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
Texas Instruments has retired 47.4% 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
Yum! Brands retired 1.7% of its shares in twelve months, so this stake grew 1.7% 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
Medpace retired 0.9% of its shares in twelve months, so this stake grew 0.9% without buying a share.
Shares held, 8 quarters
InterDigital has retired 43.1% of its shares since its peak.
Shares held, 8 quarters
O'Reilly Automotive retired 4.2% of its shares in twelve months, so this stake grew 4.3% without buying a share.
Shares held, 8 quarters
VeriSign retired 2.6% of its shares in twelve months, so this stake grew 2.7% without buying a share.
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 Terry Smith own?
In the Q2 2026 13F, Fundsmith held MAR, MA, CHD, MSFT, META, ADP, FTNT, IDXX, TXN, TJX, YUM, MSCI, MEDP, IDCC, ORLY, VRSN. 16 of them are on the Buyback Radar leaderboard.
Where does this data come from?
From Fundsmith'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 Terry Smith?
O'Reilly Automotive retired 4.2% of its shares in the last twelve months. That alone made every remaining share, including Terry Smith's 162,691, 4.3% bigger as a slice of the company, without buying anything.
Terry Smith’s moves in companies like these are covered on Cannibal Stocks.
Read Cannibal Stocks All superinvestors →