← Top Holdings

TSCOTRACTOR SUPPLY CO

CUSIP: 892356106

3

Guru Owners

$32.1M

Total Value Held

642,532

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
David Rolfe	Wedgewood Partners	481023	$24.1M	4.49%	$50.01	Q4 2025
Jensen Investment Management	Jensen Investment Management	97780	$4.9M	0.08%	$50.01	Q4 2025
Ray Dalio	Bridgewater Associates	63729	$3.2M	0.01%	$50.01	Q4 2025

$24.1M

4.49%

Jensen Investment Management

$4.9M

0.08%

$3.2M

0.01%

📊 Fundamentals

Market Cap$20.8B

P/E Ratio19.2x

Near market avg

Forward P/E16.5x

P/FCF40.4x

EPS (TTM)$2.06

Revenue (TTM)$15.5B

Profit Margin7.06%

Div Yield2.14%

Beta0.75

52-Week Range

$38.91

$63.99

Current: $39.57

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 19.2x trailing earnings → 16.5x forward · 7.1% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '253 owners · $32.1M

REDUCEDDavid Rolfe$24.1M

INCREASEDRay Dalio$3.2M

SOLDLee Ainslie

Q3 '254 owners · $37.2M

INCREASEDDavid Rolfe$27.9M

INCREASEDJensen Investment Management$5.6M

INCREASEDLee Ainslie$1.9M

NEWRay Dalio$1.9M

Q2 '253 owners · $39.2M

REDUCEDDavid Rolfe$28.1M

INCREASEDJensen Investment Management$5.8M

NEWLee Ainslie$5.3M

Q1 '252 owners · $30.5M

INCREASEDDavid Rolfe$24.7M

NEWJensen Investment Management$5.9M

Q4 '242 owners · $34.5M

REDUCEDDavid Rolfe$25.4M

NEWRay Dalio$9.0M

Q3 '241 owners · $27.9M

INCREASEDDavid Rolfe$27.9M

SOLDLee Ainslie

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

6%analyst est. 6.0%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

3.3%current: 3.3%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

TSCO: Held by 3 superinvestors · 21 congress member trades

BUYApril McClain DelaneyD

$1,001 - $15,0002025-12-12

BUYApril McClain DelaneyD

$1,001 - $15,0002025-12-02

BUYApril McClain DelaneyD

$1,001 - $15,0002025-10-31

BUYMarjorie Taylor GreeneR

$1,001 - $15,0002025-06-17

BUYApril McClain DelaneyD

$1,001 - $15,0002025-06-06

BUYApril McClain DelaneyD

$1,001 - $15,0002025-05-27

BUYApril McClain DelaneyD

$1,001 - $15,0002025-05-13

BUYApril McClain DelaneyD

$1,001 - $15,0002025-05-05

BUYChuck FleischmannR

$1,001 - $15,0002025-04-16

$1,001 - $15,0002025-04-09

SELLRob BresnahanR

$1,001 - $15,0002025-04-08

BUYJared MoskowitzD

$1,001 - $15,0002025-04-07

$1,001 - $15,0002025-03-12

$50,001 - $100,0002025-02-28

$50,001 - $100,0002025-02-24

BUYJohn DelaneyD

$1,001 - $15,0002025-02-09

SELLTommy TubervilleR

$15,001 - $50,0002025-01-10

$1,001 - $15,0002024-11-15

$1,001 - $15,0002024-11-12

BUYJared MoskowitzD

$1,001 - $15,0002024-11-08

TSCO Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker