Cliff Asness's TSCO Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 209,566 shares of Tractor Supply Company (TSCO) worth $10.48 M, representing 0.01% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 53 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in TSCO, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2019, adding 4.68 M shares. Largest reduction occurred in Q1 2020, reducing 3.23 M shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Tractor Supply Company (TSCO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Tractor Supply Company (TSCO) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +69,805 | Add 49.95% | 209,566 | $50.01 |
| Q3 2025 | +2,055 | Add 1.49% | 139,761 | $56.41 |
| Q2 2025 | -7,573 | Reduce 5.21% | 137,706 | $52.05 |
| Q1 2025 | +4,305 | Add 3.05% | 145,279 | $54.70 |
| Q4 2024 | +5,674 | Add 4.19% | 140,974 | $53.06 |
| Q3 2024 | +28,740 | Add 26.97% | 135,300 | $57.77 |
| Q2 2024 | +7,860 | Add 7.96% | 106,560 | $54.00 |
| Q1 2024 | -13,140 | Reduce 11.75% | 98,700 | $52.25 |
| Q4 2023 | -13,970 | Reduce 11.10% | 111,840 | $43.01 |
| Q3 2023 | +16,255 | Add 14.84% | 125,810 | $40.61 |
| Q2 2023 | +7,880 | Add 7.75% | 109,555 | $43.53 |
| Q1 2023 | +9,640 | Add 10.47% | 101,675 | $46.59 |
| Q4 2022 | -103,510 | Reduce 52.93% | 92,035 | $44.89 |
| Q3 2022 | -615,250 | Reduce 75.88% | 195,545 | $37.17 |
| Q2 2022 | -377,065 | Reduce 31.74% | 810,795 | $38.69 |
| Q1 2022 | -713,280 | Reduce 37.52% | 1.19 M | $46.67 |
| Q4 2021 | +420,405 | Add 28.39% | 1.9 M | $47.09 |
| Q3 2021 | -286,560 | Reduce 16.21% | 1.48 M | $40.52 |
| Q2 2021 | -1.55 M | Reduce 46.78% | 1.77 M | $37.21 |
| Q1 2021 | -658,845 | Reduce 16.56% | 3.32 M | $35.19 |
| Q4 2020 | -1.16 M | Reduce 22.61% | 3.98 M | $28.12 |
| Q3 2020 | +2.52 M | Add 95.76% | 5.14 M | $28.58 |
| Q2 2020 | -1.77 M | Reduce 40.26% | 2.63 M | $26.36 |
| Q1 2020 | -3.23 M | Reduce 42.38% | 4.4 M | $16.91 |
| Q4 2019 | +1.51 M | Add 24.75% | 7.63 M | $18.69 |
| Q3 2019 | -65,645 | Reduce 1.06% | 6.12 M | $18.09 |
| Q2 2019 | +107,450 | Add 1.77% | 6.18 M | $21.76 |
| Q1 2019 | +4.68 M | Add 333.87% | 6.08 M | $19.55 |
| Q4 2018 | -469,015 | Reduce 25.09% | 1.4 M | $16.69 |
| Q3 2018 | +463,725 | Add 32.99% | 1.87 M | $18.18 |
| Q2 2018 | -282,335 | Reduce 16.73% | 1.41 M | $15.55 |
| Q1 2018 | +550,595 | Add 48.41% | 1.69 M | $12.60 |
| Q4 2017 | +885,470 | Add 351.64% | 1.14 M | $14.95 |
| Q3 2017 | -32,065 | Reduce 11.30% | 251,815 | $12.66 |
| Q2 2017 | -220,980 | Reduce 43.77% | 283,880 | $10.84 |
| Q1 2017 | -37,190 | Reduce 6.86% | 504,860 | $13.79 |
| Q4 2016 | +34,540 | Add 6.81% | 542,050 | $15.16 |
| Q3 2016 | -20,240 | Reduce 3.84% | 507,510 | $13.47 |
| Q2 2016 | -77,565 | Reduce 12.81% | 527,750 | $18.24 |
| Q1 2016 | -24,935 | Reduce 3.96% | 605,315 | $18.09 |
| Q4 2015 | +82,235 | Add 15.01% | 630,250 | $17.10 |
| Q3 2015 | +329,625 | Add 150.93% | 548,015 | $16.86 |
| Q2 2015 | +10,760 | Add 5.18% | 218,390 | $17.99 |
| Q1 2015 | -1,255 | Reduce 0.60% | 207,630 | $17.01 |
| Q4 2014 | -132,025 | Reduce 38.73% | 208,885 | $15.76 |
| Q3 2014 | -667,595 | Reduce 66.20% | 340,910 | $12.30 |
| Q2 2014 | +152,440 | Add 17.81% | 1.01 M | $12.08 |
| Q1 2014 | +146,000 | Add 20.56% | 856,065 | $14.13 |
| Q4 2013 | +3,070 | Add 0.43% | 710,065 | $15.52 |
| Q3 2013 | -108,525 | Reduce 13.31% | 706,995 | $13.43 |
| Q2 2013 | +815,520 | Add 0.00% | 815,520 | $11.76 |
| Q4 2012 | +790,540 | Add 0.00% | 790,540 | $8.84 |
Cliff Asness's Tractor Supply Company Investment FAQs
Cliff Asness first purchased Tractor Supply Company (TSCO) in Q4 2012, acquiring 790,540 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Tractor Supply Company (TSCO) for 53 quarters since Q4 2012.
Cliff Asness's largest addition to Tractor Supply Company (TSCO) was in Q1 2019, adding 6,075,255 shares worth $118.78 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 209,566 shares of Tractor Supply Company (TSCO), valued at approximately $10.48 M.
As of the Q4 2025 filing, Tractor Supply Company (TSCO) represents approximately 0.01% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Tractor Supply Company (TSCO) was 7,631,275 shares, as reported at the end of Q4 2019.