TwinBeech Capital’s Tractor Supply TSCO Stock Holding History

TwinBeech Capital’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	$10.7M	Buy	+235,532	New	+$12M	1.11%	1
2025 Q3	–	Sell	-193,810	Closed	-$10.2M	–	848
2025 Q2	$10.2M	Buy	+193,810	New	+$9.91M	0.23%	119
2025 Q1	–	Sell	-29,610	Closed	-$1.57M	–	971
2024 Q4	$1.57M	Buy	29,610 +19,295	+187%	+$1.09M	0.03%	348
2024 Q3	$600K	Sell	10,315 -29,510	-74%	-$1.59M	0.01%	570
2024 Q2	$2.15M	Buy	+39,825	New	+$2.14M	0.04%	326
2023 Q3	–	Sell	-369,220	Closed	-$16.3M	–	902
2023 Q2	$16.3M	Buy	+369,220	New	+$16.9M	0.32%	99
2023 Q1	–	Sell	-1,745,390	Closed	-$78.5M	–	892
2022 Q4	$78.5M	Buy	+1,745,390	New	+$74.1M	1.49%	1
2021 Q1	–	Sell	-69,085	Closed	-$1.94M	–	675
2020 Q4	$1.94M	Sell	69,085 -26,190	-27%	-$733K	0.32%	100
2020 Q3	$2.73M	Buy	+95,275	New	+$2.74M	0.59%	43
2020 Q2	–	Sell	-131,355	Closed	-$2.22M	–	493
2020 Q1	$2.22M	Buy	131,355 +41,235	+46%	+$740K	0.89%	32
2019 Q4	$1.68M	Buy	+90,120	New	+$1.71M	0.49%	50

Other funds holding TSCO

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TwinBeech Capital's TSCO Position: Q1 2026 in Review

TwinBeech Capital opened a new position in Tractor Supply (TSCO) in Q1 2026: 235,532 shares worth $10.7M. The stake represents 1.11% of the portfolio and ranks #1 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in TSCO as recently as Q2 2025.

TwinBeech Capital first reported a position in TSCO in Q4 2019 and has held it in 11 quarters since. The position peaked at $78.5M in Q4 2022. 1,160 funds tracked by Wall St. Rank hold TSCO as of Q1 2026.

TwinBeech Capital held 235,532 shares of Tractor Supply worth $10.7M as of Q1 2026.
Tractor Supply was a new TwinBeech Capital position in Q1 2026.
Tractor Supply made up 1.11% of TwinBeech Capital's portfolio in Q1 2026, its #1 holding.
TwinBeech Capital first reported a position in Tractor Supply in Q4 2019 and has held it in 11 quarters since.
TwinBeech Capital's Tractor Supply position peaked at $78.5M in Q4 2022.
1,160 funds tracked by Wall St. Rank held Tractor Supply as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.