TSCO (TRACTOR SUPPLY CO) is held by 2 tracked superinvestors with an aggregate position value of $25M based on the most recent SEC 13F filings. Top institutional holders include: David Rolfe, Jensen Investment Management.

How much TSCO do superinvestors hold in aggregate?

Across 2 tracked managers, superinvestors collectively report $25M in TSCO positions worth 553,874 shares.

What is the largest holder of TSCO?

The largest tracked holder of TSCO is David Rolfe (Wedgewood Partners) with 456,094 shares worth $21M, representing 4.27% of their portfolio.

← Top Holdings

TSCOTRACTOR SUPPLY CO

CUSIP: 892356106

Guru Owners

$25.1M

Total Value Held

553,874

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
David Rolfe	Wedgewood Partners	456094	$20.7M	4.27%	$45.30	Q1 2026
Jensen Investment Management	Jensen Investment Management	97780	$4.4M	0.09%	$45.30	Q1 2026

David Rolfe

$20.7M

4.27%

Jensen Investment Management

$4.4M

0.09%

📊 Fundamentals

Market Cap$16.0B

P/E Ratio15.0x

Below market avg

Forward P/E13.2x

P/FCF45.5x

EPS (TTM)$2.03

Revenue (TTM)$15.6B

Profit Margin6.91%

Div Yield3.15%

Beta0.46

52-Week Range

$28.36

$63.99

Current: $30.43

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 15.0x trailing earnings → 13.2x forward · 6.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '262 owners · $25.1M

REDUCEDDavid Rolfe$20.7M

SOLDRay Dalio

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

SOLDRay Dalio

Q4 '242 owners · $34.5M

REDUCEDDavid Rolfe$25.4M

NEWRay Dalio$9.0M

💰 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. 5.5%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

2.2%current: 2.2%

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 2 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

BUYRo KhannaD

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

SELLRob BresnahanR

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

BUYJared MoskowitzD

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

SELLRo KhannaD

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

SELLTony WiedR

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

SELLTony WiedR

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

BUYJohn DelaneyD

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

SELLTommy TubervilleR

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

SELLRo KhannaD

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

SELLRo KhannaD

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

BUYJared MoskowitzD

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