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Tractor Supply Company

TSCO Consumer Discretionary
$33.03 $-0.8 (-2.36%)
Market Cap: $17.21 B
Gurus Holding
7
Popularity Rank
#1019
% of Shares Held
0.55%
Net Activity (Q2 2026)
+$29.03 M

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 Q2 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $94.5 M.

Top institutional holders include Cliff Asness and Steven Cohen.

Institutional sentiment is currently Bullish. This is evidenced by a $29.03 M net inflow during the quarter.

Recent activity highlights Steven Cohen who dramatically increased their stake.

Key Holders

Top 5 by Value

$31.24 M
$26.61 M
$18.14 M
$7.49 M
$3.52 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$58.65 M
Total Buy Value
New Buys 2
Additions 4
-$29.62 M
Total Sell Value
Reductions 0
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
2
Net Buyers
6

FAQs for Tractor Supply Company (TSCO)

Major holders include Cliff Asness ($31.24 M), Steven Cohen ($26.61 M), Joel Greenblatt ($18.14 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 2.86 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $29.03 M, with 6 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 0 managers trimmed their positions, while 2 fully exited TSCO. The total reported sell value was $29.62 M.

Yes, 2 managers opened new positions in TSCO, and 4 increased their existing holdings. The total reported buy value was $58.65 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.01% Add 89.6% 998,703 $31.24 M Q2 2026
0.03% Add 1005.2% 841,741 $26.61 M Q2 2026
0.04% Add 404.3% 573,755 $18.14 M Q2 2026
0.07% 237,000 $7.49 M Q2 2026
0.31% Add 136.7% 111,240 $3.52 M Q2 2026
0.01% New Buy 65,609 $2.07 M Q2 2026
0.00% New Buy 32,944 $1.04 M Q2 2026
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