TSCO
Tractor Supply Company
3 super-investors hold TSCO worth a combined $61M. The largest position: David Rolfe at 4.3% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 30 — ranked #402 of 724 scored stocks.
Why super-investors own TSCO
TSCO sits in just three super-investor portfolios with a combined $61M in disclosed holdings, and the cohort has been essentially static for eight consecutive quarters — owner count held at one for seven of those periods before recently reaching three, with zero additions, trims, or exits recorded in 2026Q1. David Rolfe is the highest-conviction holder, carrying TSCO at 4.3% of his portfolio (~$21M), making it a meaningful position for him even if the broader cohort shows limited enthusiasm. Joel Greenblatt holds the largest dollar value at $36M but at a negligible portfolio weight. Interest in this name among tracked super-investors is neither rising nor fading — it is simply flat, with no momentum in either direction across the cohort.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 39q | $36M | 790,466 |
| 2 | David Rolfe | 4.3% | 38q | $21M | 456,094 |
| 3 | Jensen Investment Management | 0.1% | 35q | $4M | 97,780 |
Owners of TSCO also hold
Long US equity 13F-HR filings only. CUSIP 892356106. Not investment advice.