David Rolfe's TSCO Position Overview
David Rolfe (via Wedgewood Partners INC) currently holds 481,023 shares of Tractor Supply Company (TSCO) worth $24.06 M, representing 4.49% of the portfolio. First purchased in 2016-Q4, this long-term strategic position has been held for 37 quarters.
Based on 13F filings, David Rolfe has maintained a strategic position in TSCO, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2017, adding 3.22 M shares. Largest reduction occurred in Q4 2017, reducing 3.43 M shares.
Analysis based on 13F filings available since 2013 Q2
David Rolfe's Tractor Supply Company (TSCO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Tractor Supply Company (TSCO) Trades by David Rolfe
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -8,887 | Reduce 1.81% | 481,023 | $50.01 |
| Q3 2025 | +17,144 | Add 3.63% | 489,910 | $56.87 |
| Q2 2025 | -7,299 | Reduce 1.52% | 472,766 | $59.50 |
| Q1 2025 | +469 | Add 0.10% | 480,065 | $51.38 |
| Q4 2024 | -20,189 | Reduce 4.04% | 479,596 | $53.06 |
| Q3 2024 | -8,155 | Reduce 1.61% | 499,785 | $55.75 |
| Q2 2024 | -10,480 | Reduce 2.02% | 507,940 | $52.45 |
| Q1 2024 | -8,105 | Reduce 1.54% | 518,420 | $55.19 |
| Q4 2023 | -11,110 | Reduce 2.07% | 526,525 | $46.66 |
| Q3 2023 | -269,640 | Reduce 33.40% | 537,635 | $40.61 |
| Q2 2023 | -42,720 | Reduce 5.03% | 807,275 | $44.22 |
| Q1 2023 | -27,330 | Reduce 3.12% | 849,995 | $0.05 |
| Q4 2022 | -3,955 | Reduce 0.45% | 877,325 | $0.04 |
| Q3 2022 | -18,320 | Reduce 2.04% | 881,280 | $37.17 |
| Q2 2022 | -138,345 | Reduce 13.33% | 899,600 | $38.77 |
| Q1 2022 | +4,445 | Add 0.43% | 1.04 M | $46.67 |
| Q4 2021 | -18,970 | Reduce 1.80% | 1.03 M | $47.72 |
| Q3 2021 | -11,185 | Reduce 1.05% | 1.05 M | $40.52 |
| Q2 2021 | -57,595 | Reduce 5.14% | 1.06 M | $37.21 |
| Q1 2021 | -165,405 | Reduce 12.86% | 1.12 M | $35.42 |
| Q4 2020 | -399,325 | Reduce 23.69% | 1.29 M | $28.12 |
| Q3 2020 | -100,835 | Reduce 5.64% | 1.69 M | $28.67 |
| Q2 2020 | -164,075 | Reduce 8.41% | 1.79 M | $26.36 |
| Q1 2020 | -1.07 M | Reduce 35.34% | 1.95 M | $16.91 |
| Q4 2019 | -459,630 | Reduce 13.22% | 3.02 M | $18.69 |
| Q3 2019 | -257,410 | Reduce 6.89% | 3.48 M | $18.09 |
| Q2 2019 | -717,125 | Reduce 16.11% | 3.73 M | $21.76 |
| Q1 2019 | -1.18 M | Reduce 20.94% | 4.45 M | $19.55 |
| Q4 2018 | -761,450 | Reduce 11.91% | 5.63 M | $16.69 |
| Q3 2018 | -1.79 M | Reduce 21.90% | 6.39 M | $18.18 |
| Q2 2018 | -987,265 | Reduce 10.76% | 8.18 M | $15.30 |
| Q1 2018 | -1.24 M | Reduce 11.91% | 9.17 M | $12.60 |
| Q4 2017 | -3.43 M | Reduce 24.76% | 10.41 M | $14.95 |
| Q3 2017 | +1.05 M | Add 8.25% | 13.84 M | $12.66 |
| Q2 2017 | +1.78 M | Add 16.21% | 12.78 M | $10.84 |
| Q1 2017 | +3.22 M | Add 41.37% | 11 M | $13.79 |
| Q4 2016 | +7.78 M | New Buy | 7.78 M | $15.16 |
David Rolfe's Tractor Supply Company Investment FAQs
David Rolfe first purchased Tractor Supply Company (TSCO) in Q4 2016, acquiring 7,780,870 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Rolfe has held Tractor Supply Company (TSCO) for 37 quarters since Q4 2016.
David Rolfe's largest addition to Tractor Supply Company (TSCO) was in Q4 2016, adding 7,780,870 shares worth $117.97 M.
According to the latest 13F filing for Q4 2025, David Rolfe's firm, Wedgewood Partners INC, owns 481,023 shares of Tractor Supply Company (TSCO), valued at approximately $24.06 M.
As of the Q4 2025 filing, Tractor Supply Company (TSCO) represents approximately 4.49% of David Rolfe's publicly disclosed stock portfolio, making it one of their key holdings.
David Rolfe's peak holding in Tractor Supply Company (TSCO) was 13,837,965 shares, as reported at the end of Q3 2017.