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 Q4 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $90 M.
Top institutional holders include Renaissance Technologies (RenTech) and David Rolfe.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $73.07 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies (RenTech) who opened a new position. Conversely, David Rolfe reduced exposure by 1.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Tractor Supply Company (TSCO)
Major holders include Renaissance Technologies (RenTech) ($61.64 M), David Rolfe ($24.06 M), Joel Greenblatt ($16.56 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 2.6 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $73.07 M, with 7 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited TSCO. The total reported sell value was $2.58 M.
Yes, 3 managers opened new positions in TSCO, and 4 increased their existing holdings. The total reported buy value was $75.65 M.
