Guru Ownership Trend
Guru Analysis for Tractor Supply Company (TSCO)
Tractor Supply Company (TSCO), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q3 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $57.66 M.
Top institutional holders include David Rolfe and Mario Gabelli.
Notably, David Rolfe has expressed high conviction in this stock, allocating 5.09% of their equity portfolio to it.
Institutional sentiment is currently Bullish. This is evidenced by a $1.74 M net inflow during the quarter.
Recent activity highlights Ray Dalio who opened a new position. Conversely, Lee Ainslie reduced exposure by 66.0%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 5.09% | Add 3.6% | 489,910 | $27.86 M | Q3 2025 | |
| 0.13% | Reduce -0.8% | 242,400 | $13.79 M | Q3 2025 | |
| 0.04% | Add 36.7% | 173,828 | $9.89 M | Q3 2025 | |
| 0.01% | Add 1.5% | 139,761 | $7.88 M | Q3 2025 | |
| 0.03% | Reduce -66.0% | 34,060 | $1.94 M | Q3 2025 | |
| 0.01% | New Buy | 32,818 | $1.87 M | Q3 2025 | |
| 0.09% | 18,700 | $1.06 M | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Tractor Supply Company (TSCO)
Major holders include David Rolfe ($27.86 M), Mario Gabelli ($13.79 M), Joel Greenblatt ($9.89 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 1.13 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.74 M, with 4 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited TSCO. The total reported sell value was $3.87 M.
Yes, 1 managers opened new positions in TSCO, and 3 increased their existing holdings. The total reported buy value was $5.61 M.