Position in TSCO
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$258,637,449
-$27,702,655 QoQ
Shares Held
5,709,436
-0.3% QoQ
Ownership
1.09%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.7821802363666.ToString("F0")%
Shared 0.ToString("F0")%
None 2.2178197636333956.ToString("F0")%
Common Shares in TSCO Over Time
Shares Held
Position Value (USD)
Derivatives in TSCO
reported options exposure · as of Dec 31, 2024CallValue
$0
CallShares
0
PutValue
$1,565,270
PutShares
29,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $634,291,037 across 36 Specialty Retail names. TSCO ranks #1 (40.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSCO |
Tractor Supply Co /De/
This page
|
5,709,436 | $258,637,449 | |
| 2 | ULTA |
Ulta Beauty, Inc.
|
222,172 | $116,131,524 | |
| 3 | WSM |
Williams Sonoma Inc
|
373,856 | $68,165,161 | |
| 4 | CASY |
Caseys General Stores Inc
|
79,226 | $57,665,434 | |
| 5 | DKS |
Dick's Sporting Goods, Inc.
|
212,260 | $42,089,033 | |
| 6 | MUSA |
Murphy USA Inc.
|
43,612 | $21,543,018 | |
| 7 | RH |
Rh
|
108,990 | $15,238,979 | |
| 8 | BBY |
Best Buy Co Inc
|
220,357 | $14,146,917 |
All Filings in TSCO
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $258,637,449 | 5,709,436 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $286,340,104 | 5,725,657 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $335,174,603 | 5,893,698 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $318,508,899 | 6,035,795 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $330,105,586 | 5,991,027 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,565,270 | 29,500 | Put | Defined | 2025-02-13 | |
| 2024-12-31 | $318,287,941 | 5,998,642 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $70,856,465 | 1,217,758 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $65,793,546 | 1,218,399 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $64,259,376 | 1,227,636 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $53,392,721 | 1,241,518 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $1,161,162 | 27,000 | Put | Defined | 2024-02-09 | |
| 2023-09-30 | $51,078,931 | 1,257,792 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $56,494,496 | 1,277,578 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $73,757,570 | 1,569,043 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $66,832,465 | 1,485,364 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $53,527,266 | 1,439,834 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $53,803,763 | 1,387,768 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $53,830,756 | 1,153,335 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $55,450,303 | 1,161,993 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $50,102,046 | 1,236,416 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $48,321,230 | 1,298,539 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $51,208,628 | 1,445,918 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $40,203,319 | 1,429,909 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $40,405,249 | 1,409,420 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $29,147,411 | 1,105,828 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $22,268,302 | 1,316,872 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||