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Islay Capital Management’s Tractor Supply TSCO Stock Holding History

Islay Capital Management’s Portfolio TSCO Stock Details TSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-25,063
Closed -$1.25M – 237
2025
Q4 		$1.25M Sell
25,063
-562
-2% -$30.3K 0.74% 45
2025
Q3 		$1.46M Buy
25,625
+6,451
+34% +$380K 0.83% 37
2025
Q2 		$1.01M Buy
19,174
+475
+3% +$24.3K 0.65% 59
2025
Q1 		$1.03M Sell
18,699
-401
-2% -$22K 0.7% 56
2024
Q4 		$1.01M Buy
19,100
+270
+1% +$15.3K 0.7% 40
2024
Q3 		$1.1M Hold
18,830
– – 0.73% 45
2024
Q2 		$1.02M Sell
18,830
-435
-2% -$23.4K 0.73% 49
2024
Q1 		$1.01M Sell
19,265
-75
-0.4% -$3.58K 0.75% 48
2023
Q4 		$832K Sell
19,340
-4,440
-19% -$181K 0.64% 55
2023
Q3 		$966K Buy
23,780
+8,425
+55% +$365K 0.81% 33
2023
Q2 		$679K Hold
15,355
– – 0.6% 60
2023
Q1 		$722K Buy
15,355
+6,130
+66% +$279K 0.71% 41
2022
Q4 		$415K Hold
9,225
– – 0.48% 60
2022
Q3 		$343K Hold
9,225
– – 0.41% 54
2022
Q2 		$358K Sell
9,225
-770
-8% -$31.3K 0.37% 51
2022
Q1 		$467K Buy
9,995
+1,420
+17% +$62.8K 0.39% 54
2021
Q4 		$409K Sell
8,575
-580
-6% -$25.4K 0.31% 56
2021
Q3 		$371K Buy
9,155
+240
+3% +$9.3K 0.29% 58
2021
Q2 		$332K Sell
8,915
-2,080
-19% -$76.2K 0.27% 63
2021
Q1 		$389K Buy
10,995
+7,245
+193% +$231K 0.32% 55
2020
Q4 		$105K Hold
3,750
– – 0.09% 119
2020
Q3 		$108K Hold
3,750
– – 0.11% 95
2020
Q2 		$99K Hold
3,750
– – 0.12% 115
2020
Q1 		$63K Buy
+3,750
New +$67.3K 0.08% 138

Other funds holding TSCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Islay Capital Management's TSCO Position: Q1 2026 in Review

Islay Capital Management sold out of Tractor Supply (TSCO) in Q1 2026, closing a stake of 25,063 shares — an estimated $1.25M sold.

Islay Capital Management first reported a position in TSCO in Q1 2020 and held it in 24 quarters. The position peaked at $1.46M in Q3 2025. 1,160 funds tracked by Wall St. Rank hold TSCO as of Q1 2026.

  • Islay Capital Management reported no remaining Tractor Supply position as of Q1 2026 after selling out during the quarter.
  • Islay Capital Management sold 25,063 Tractor Supply shares in Q1 2026, an estimated $1.25M.
  • Islay Capital Management first reported a position in Tractor Supply in Q1 2020 and held it in 24 quarters.
  • Islay Capital Management's Tractor Supply position peaked at $1.46M in Q3 2025.
  • 1,160 funds tracked by Wall St. Rank held Tractor Supply as of Q1 2026.

Based on Islay Capital Management's 13F filing for Q1 2026, filed 14 May 2026.