David Rolfe - Wedgewood Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
Holdings Activity Buys Sells    History
Holding/activity history for  Tractor Supply Co. (TSCO)
← All TSCO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 456,094 4.27 Reduce 5.18% 0.23 $44.44–56.28 · VW $50.90i $20,661,063 SEC
2025   Q4 481,023 4.49 Reduce 1.81% 0.09 $49.85–58.21 · VW $53.82i $24,055,944 SEC
2025   Q3 489,910 5.09 Add 3.63% 0.18 $52.25–63.99 · VW $58.55i $27,861,167 SEC
2025   Q2 472,766 5.46 Reduce 1.52% 0.08 $46.85–56.19 · VW $50.84i $28,129,559 SEC
2025   Q1 480,065 4.97 Add 0.10% <0.01 $51.11–59.73 · VW $55.15i $24,665,742 SEC
2024   Q4 479,596 5.01 Reduce 4.04% 0.20 $52.45–61.53 · VW $55.56i $25,447,390 SEC
2024   Q3 499,785 5.06 Reduce 1.61% 0.09 $49.50–58.30 · VW $54.05i $27,863,011 SEC
2024   Q2 507,940 5.44 Reduce 2.02% 0.12 $48.30–58.08 · VW $54.54i $26,639,491 SEC
2024   Q1 518,420 5.72 Reduce 1.54% 0.08 $42.35–53.60 · VW $47.79i $28,612,655 SEC
2023   Q4 526,525 5.17 Reduce 2.07% 0.11 $37.00–45.17 · VW $40.64i $24,569,669 SEC
2023   Q3 537,635 5.22 Reduce 33.40% 1.92 $40.18–46.16 · VW $43.25i $21,833,312 SEC
2023   Q2 807,275 5.75 Reduce 5.03% 0.34 $41.08–50.23 · VW $44.94i $35,697,000 SEC
2023   Q1 849,995 6.78 Reduce 3.12% 0.23 $41.25–47.93 · VW $45.74i $39,956,000 SEC
2022   Q4 877,325 7.25 Reduce 0.45% 0.03 $37.27–45.96 · VW $43.15i $39,474,000 SEC
2022   Q3 881,280 6.16 Reduce 2.04% 0.12 $36.28–41.67 · VW $38.49i $32,761,000 SEC
2022   Q2 899,600 6.02 Reduce 13.33% 0.91 $33.30–48.28 · VW $39.82i $34,877,000 SEC
2022   Q1 1,037,945 6.83 Add 0.43% 0.03 $37.33–48.31 · VW $43.63i $48,444,000 SEC
2021   Q4 1,033,500 6.55 Reduce 1.80% 0.11 $38.48–47.91 · VW $44.10i $49,318,000 SEC
2021   Q3 1,052,470 6.01 Reduce 1.05% 0.06 $34.20–42.74 · VW $38.14i $42,647,000 SEC
2021   Q2 1,063,655 5.74 Reduce 5.14% 0.31 $34.16–40.15 · VW $36.89i $39,580,000 SEC
2021   Q1 1,121,250 6.11 Reduce 12.86% 0.69 $27.63–35.85 · VW $31.54i $39,710,000 SEC
2020   Q4 1,286,655 5.38 Reduce 23.69% 1.81 $25.56–31.41 · VW $27.89i $36,175,000 SEC
2020   Q3 1,685,980 7.64 Reduce 5.64% 0.45 $26.14–31.11 · VW $29.03i $48,333,000 SEC
2020   Q2 1,786,815 7.98 Reduce 8.41% 0.53 $15.84–26.56 · VW $22.15i $47,096,000 SEC
2020   Q1 1,950,890 6.25 Reduce 35.34% 2.02 $12.78–20.03 · VW $17.54i $32,988,000 SEC
2019   Q4 3,017,145 5.72 Reduce 13.22% 0.74 $17.81–19.87 · VW $18.97i $56,383,000 SEC
2019   Q3 3,476,775 5.57 Reduce 6.89% 0.47 $17.68–22.85 · VW $20.36i $62,887,000 SEC
2019   Q2 3,734,185 6.88 Reduce 16.11% 1.02 $19.32–21.93 · VW $20.63i $81,255,000 SEC
2019   Q1 4,451,310 6.35 Reduce 20.94% 1.31 $16.06–19.72 · VW $18.07i $87,031,000 SEC
2018   Q4 5,630,260 6.24 Reduce 11.91% 0.69 $15.73–19.53 · VW $18.03i $93,957,000 SEC
2018   Q3 6,391,710 5.82 Reduce 21.90% 1.38 $14.99–18.49 · VW $16.86i $116,175,000 SEC
2018   Q2 8,184,475 6.32 Reduce 10.76% 0.57 $11.65–15.81 · VW $14.06i $125,205,000 SEC
2018   Q1 9,171,740 5.32 Reduce 11.91% 0.75 $11.76–16.54 · VW $13.80i $115,600,000 SEC
2017   Q4 10,412,370 6.30 Reduce 24.76% 1.48 $10.95–15.13 · VW $13.05i $155,664,000 SEC
2017   Q3 13,837,965 5.97 Add 8.25% 0.46 $9.97–12.68 · VW $11.48i $175,160,000 SEC
2017   Q2 12,783,255 4.24 Add 16.21% 0.59 $10.42–14.31 · VW $11.83i $138,594,000 SEC
2017   Q1 11,000,090 3.91 Add 41.37% 1.14 $13.54–15.65 · VW $14.41i $151,733,000 SEC
2016   Q4 7,780,870 2.88 Buy 2.88 $12.30–15.63 · VW $13.97i $117,972,000 SEC
Price snapshot:
Current price$30.24
Avg. buy price$15.76
+/- since buy91.85%
52-week low$28.36
52-week high$62.68