What smart money is saying about Tractor Supply Co
TSCO
No fund has written a full thesis on Tractor Supply Co in our archive, but 6 fund letters report a position in it — most recently Tributary Capital Management Small/Mid Cap Equity Strategy in June 2026.
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6
Reported positions
0
Bought
3
Sold
6
Letters
Position history
Every position in Tractor Supply Co on record in the archive was reported in Q2 2026, across 6 fund letters — 3 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 6 | 0 | 3 | 0 |
Fund activity · 6 positions · 3 moves
- HoldsTributary Capital Management Small/Mid Cap Equity StrategyJune 2026
“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 - HoldsTributary Capital Management All Cap Equity StrategyJune 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
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