Joel Greenblatt's TSCO Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 331,035 shares of Tractor Supply Company (TSCO) worth $16.56 M, representing 0.06% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 40 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in TSCO, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2014, adding 2.83 M shares. Largest reduction occurred in Q4 2014, reducing 2.89 M shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Tractor Supply Company (TSCO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Tractor Supply Company (TSCO) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +157,207 | Add 90.44% | 331,035 | $50.01 |
| Q3 2025 | +46,689 | Add 36.72% | 173,828 | $56.87 |
| Q2 2025 | +31,226 | Add 32.56% | 127,139 | $52.77 |
| Q1 2025 | -108,346 | Reduce 53.04% | 95,913 | $55.10 |
| Q4 2024 | +69,434 | Add 51.50% | 204,259 | $53.06 |
| Q3 2024 | +12,250 | Add 9.99% | 134,825 | $58.19 |
| Q2 2024 | +32,925 | Add 36.73% | 122,575 | $54.00 |
| Q1 2024 | -66,460 | Reduce 42.57% | 89,650 | $52.34 |
| Q4 2023 | +29,390 | Add 23.19% | 156,110 | $43.01 |
| Q3 2023 | +93,275 | Add 278.89% | 126,720 | $40.61 |
| Q2 2023 | -4,670 | Reduce 12.25% | 33,445 | $44.22 |
| Q1 2023 | +7,020 | Add 22.58% | 38,115 | $47.01 |
| Q4 2022 | -2,340 | Reduce 7.00% | 31,095 | $44.99 |
| Q3 2022 | +17,705 | Add 112.56% | 33,435 | $37.18 |
| Q2 2022 | +2,135 | Add 15.70% | 15,730 | $38.78 |
| Q1 2022 | +2,760 | Add 25.47% | 13,595 | $46.71 |
| Q4 2021 | +4,280 | Add 65.29% | 10,835 | $47.72 |
| Q3 2021 | -4,440 | Reduce 40.38% | 6,555 | $40.58 |
| Q2 2021 | -36,110 | Reduce 76.66% | 10,995 | $37.20 |
| Q1 2021 | -132,665 | Reduce 73.80% | 47,105 | $35.41 |
| Q4 2020 | -322,925 | Reduce 64.24% | 179,770 | $28.11 |
| Q3 2020 | +305,115 | Add 154.43% | 502,695 | $28.67 |
| Q2 2020 | -47,615 | Reduce 19.42% | 197,580 | $26.36 |
| Q1 2020 | -274,490 | Reduce 52.82% | 245,195 | $16.91 |
| Q4 2019 | +23,895 | Add 4.82% | 519,685 | $18.69 |
| Q3 2019 | +480,765 | Add 3199.77% | 495,790 | $18.09 |
| Q2 2019 | -486,515 | Reduce 97.00% | 15,025 | $21.76 |
| Q1 2019 | -131,910 | Reduce 20.82% | 501,540 | $19.55 |
| Q4 2018 | +633,450 | New Buy | 633,450 | $16.69 |
| Q2 2018 | -1.02 M | Sold Out | 0 | $0.00 |
| Q1 2018 | -343,000 | Reduce 25.20% | 1.02 M | $12.60 |
| Q4 2017 | +1.06 M | Add 354.78% | 1.36 M | $14.95 |
| Q3 2017 | +299,335 | New Buy | 299,335 | $12.66 |
| Q2 2017 | -1.01 M | Sold Out | 0 | $0.00 |
| Q1 2017 | +1.01 M | New Buy | 1.01 M | $13.79 |
| Q4 2016 | -1.03 M | Sold Out | 0 | $0.00 |
| Q3 2016 | +1.03 M | New Buy | 1.03 M | $13.47 |
| Q4 2014 | -2.89 M | Sold Out | 0 | $0.00 |
| Q3 2014 | +2.83 M | Add 4845.36% | 2.89 M | $12.30 |
| Q2 2014 | +58,420 | New Buy | 58,420 | $12.08 |
Joel Greenblatt's Tractor Supply Company Investment FAQs
Joel Greenblatt first purchased Tractor Supply Company (TSCO) in Q2 2014, acquiring 58,420 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Tractor Supply Company (TSCO) for 40 quarters since Q2 2014.
Joel Greenblatt's largest addition to Tractor Supply Company (TSCO) was in Q3 2014, adding 2,889,080 shares worth $35.54 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 331,035 shares of Tractor Supply Company (TSCO), valued at approximately $16.56 M.
As of the Q4 2025 filing, Tractor Supply Company (TSCO) represents approximately 0.06% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Tractor Supply Company (TSCO) was 2,889,080 shares, as reported at the end of Q3 2014.