What smart money is saying about Tractor Supply Co
No fund has written a full thesis on Tractor Supply Co in our archive, but 7 fund letters report a position in it — most recently Tributary Capital Management Small/Mid Cap Equity Strategy in June 2026.
Get an email when a fund buys, sells or pitches it
Fund signal · last 12 months
7 lettersToo few moves on Tractor Supply Co yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Every position in Tractor Supply Co on record in the archive was reported in Q2 2026, across 7 fund letters, with 3 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 7 | 0 | 3 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 7 positions · 3 moves
“Tractor Supply, a rural lifestyle retailer, came under pressure after softness in its companion animal segment drove same-store sales and EPS below expectations.”
Tractor Supply Co- June 2026
“Tractor Supply Company, a rural lifestyle retailer, came under pressure after softness in its companion animal segment drove same-store sales and EPS below expectations.”
Tractor Supply Co - June 2026
“During the quarter, we were unusually busy. We bought Hermès and sold Tractor Supply Company, Zoetis, and CDW.”
Tractor Supply Co - June 2026
“Tractor Supply Co. is a rural lifestyle retailer serving farm and ranch communities. Disappointing first-quarter results caused its shares to tumble by -30%. Management blamed the miss on its companion pet business. We have started to scale back the position.”
Tractor Supply Co - June 2026
“We exited lower- conviction positions in e.l.f. Beauty and Tractor Supply as decelerating growth and questions around long-term return potential weakened our confidence.”
Tractor Supply Co - June 2026
“TSCO is a core portfolio holding due to its solid balance sheet, strong customer service, well-known brand, and seemingly difficult-to-replicate business model.”
Tractor Supply Co - April 2026
“Other detractors included the likes of Tractor Supply (Consumer Discretionary), Veeva Systems (Health Care) and BJ’s Wholesale Club (Consumer Staples).”
Tractor Supply Co
Also mentioned · 1
These funds discuss Tractor Supply Co — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedCovesto Asset ManagementDecember 2024
“HOW WILL THE AUV PUZZLE PLAY OUT? Market participants, evaluating the situation in calendar year 2021, initially assumed that they were dealing with a short-term artificial spike from stimulus checks or pent-up demand. Next, they looked at other retailers focused on the rural lifestyle and saw that these posted strong numbers as well. Taking Tractor Supply (TSCO:US) as an example, the large farm and ranch- focused retailer reported an unprecedented +23% SSS increase in FY20 and another expectation beat in FY21 with +17% SSS.”
Tractor Supply Co
Read the letters behind these Tractor Supply Co positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
View plans→