TRACTOR SUPPLY COMPANY (TSCO)

Super-investor holdings · 2026 Q2

Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end.

Exited this quarter: Wedgewood Partners.

All institutions · Form 13F

Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).

Insider trading · Form 4

3 insiders bought on the open market in the last 90 days (4 purchases, $652.4K), against 0 sales by 0 insiders ($0). Latest buy: Aug 4, 2026.

Source: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.

Politician trading · U.S. House

0 House members reported buying (0 purchases vs 10 sales).

Source: U.S. House Clerk STOCK Act periodic transaction reports, as of Oct 3, 2026. Reported amounts are ranges, and reports can arrive up to 45 days after the trade. Senate reports are not included yet.

Screens & lenses

Insiders

· Insider Cluster Buying — Last 90 days: 3 or more different insiders bought on the open market

· CEO & CFO Buying — Last 90 days: top executives (CEO/CFO) bought on the open market

· Insider Net Buying — Last 90 days: more insider buy transactions than sell transactions

· Opportunistic Buys (Non-Routine) — Last 90 days: 2 or more insiders with no routine buying pattern bought on the open market

Financial Screens

· Buffett — Companies with high ROE sustained for more than a decade

· Growth — Revenue up every year for 5 straight years

· Piotroski — Financial health improved over the past year

· Gross Profitability (Novy-Marx) — High gross profit relative to total assets

· Earnings Quality (Cash Conversion) — Profits that actually come back as cash

· Shareholder Yield — Cash returned through dividends and buybacks

· Earnings Stability — Small earnings swings and almost no loss years

Key figures

· Buffett — Latest ROE: 42.5% · Years ROE ≥15% (of 10): 10 · 10-yr avg ROE: 41.4% · Latest net income: $1.1B

· Growth — Latest revenue: $7.9B · 5-yr revenue CAGR: 8.9% · Straight growth years: 10

· Piotroski — F-score: 7 · Return on assets: 17.2% · Operating cash flow: $694.4M

· Gross Profitability (Novy-Marx) — Gross profit / assets: 87.6% · Gross margin: 34.2%

· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 1.33 · Operating cash flow: $1.6B · Net income: $1.1B

· Shareholder Yield — Shareholder yield: 5.1% · of which dividends: 2.9% · of which buybacks: 2.2%

· Earnings Stability — Earnings variation (CV): 0.35 · Loss years (of 10): 0 · Latest net income: $1.1B

· Insider Cluster Buying — Insiders buying: 3 · Buy txns: 4 · Buy value: $652.4K · Latest buy: Aug 4, 2026

· CEO & CFO Buying — Buy txns: 4 · Buy value: $652.4K · Insiders buying: 3 · Latest buy: Aug 4, 2026

· Insider Net Buying — Buy txns: 4 · Sell txns: 0 · Buy value: $652.4K · Latest buy: Aug 4, 2026

· Opportunistic Buys (Non-Routine) — Opportunistic buyers: 3 · Buy txns: 4 · Buy value: $652.4K · Latest buy: Aug 4, 2026

Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.

Signal record

· Politician BEST — appeared in 2 of the last 20 quarterly lists; latest 2025 Q2, ranked #33 of 50.