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 Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $51.06 M.
Top institutional holders include Cliff Asness and David Rolfe.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $43.05 M net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 151.4%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 84.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Tractor Supply Company (TSCO)
Major holders include Cliff Asness ($23.86 M), David Rolfe ($20.66 M), Mario Gabelli ($10.74 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 1.65 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $43.05 M, with 3 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 3 fully exited TSCO. The total reported sell value was $61.55 M.
Yes, 1 managers opened new positions in TSCO, and 2 increased their existing holdings. The total reported buy value was $18.5 M.
