What smart money is saying about Tractor Supply
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No fund has written a full thesis on Tractor Supply in our archive, but 2 fund letters report a position in it — most recently ClearBridge Investments Growth Strategy in June 2026.
2
Reported positions
0
Bought
2
Sold
2
Letters
Position history
Every position in Tractor Supply on record in the archive was reported in Q2 2026, across 2 fund letters — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 2 | 0 |
Fund activity · 2 positions · 2 moves
- ExitedClearBridge Investments Growth StrategyJune 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.”
Read the letterTractor Supply - ExitedWedgewood Partners Large Cap Focused StrategyJune 2026
“During the quarter, we were unusually busy. We bought Hermès and sold Tractor Supply Company, Zoetis, and CDW.”
Read the letterTractor Supply
Read the letters behind these Tractor Supply positions
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