Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
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 97,780 0.09 $45.30 $4,429,434 SEC
2025   Q4 97,780 0.08 $50.01 $4,889,978 SEC
2025   Q3 97,780 0.07 Reduce 10.70% <0.01 $52.25–63.99 · VW $58.55i $5,560,749 SEC
2025   Q2 109,490 0.07 Add 2.91% <0.01 $46.85–56.19 · VW $50.84i $5,777,787 SEC
2025   Q1 106,390 0.06 Reduce 15.66% <0.01 $51.11–59.73 · VW $55.15i $5,862,089 SEC
2024   Q4 126,150 0.06 $53.06 $6,693,519 SEC
2024   Q3 126,150 0.06 Add 3.15% <0.01 $49.50–58.30 · VW $54.05i $7,340,164 SEC
2024   Q2 122,300 0.05 Reduce 6.64% <0.01 $48.30–58.08 · VW $54.54i $6,604,200 SEC
2024   Q1 131,000 0.05 $52.34 $6,857,064 SEC
2023   Q4 131,000 0.04 Add 8.94% <0.01 $37.00–45.17 · VW $40.64i $5,633,786 SEC
2023   Q3 120,250 0.04 Add 18.88% <0.01 $40.18–46.16 · VW $43.25i $4,883,353 SEC
2023   Q2 101,150 0.03 Add 250.61% 0.02 $41.08–50.23 · VW $44.94i $4,472,853 SEC
2023   Q1 28,850 0.01 $46.08 $1,329,350 SEC
2022   Q4 28,850 0.01 $44.99 $1,298,077 SEC
2022   Q3 28,850 0.01 $37.19 $1,073,000 SEC
2022   Q2 28,850 0.01 Reduce 52.16% 0.01 $33.30–48.28 · VW $39.82i $1,119,000 SEC
2022   Q1 60,300 0.02 Reduce 11.13% <0.01 $37.33–48.31 · VW $43.63i $2,814,000 SEC
2021   Q4 67,850 0.02 $47.72 $3,238,000 SEC
2021   Q3 67,850 0.02 Add 23.36% <0.01 $34.20–42.74 · VW $38.14i $2,749,000 SEC
2021   Q2 55,000 0.02 $37.22 $2,047,000 SEC
2021   Q1 55,000 0.02 Add 9.02% <0.01 $27.63–35.85 · VW $31.54i $1,948,000 SEC
2020   Q4 50,450 0.01 Add 6.21% <0.01 $25.56–31.41 · VW $27.89i $1,418,000 SEC
2020   Q3 47,500 0.01 Reduce 6.59% <0.01 $26.14–31.11 · VW $29.03i $1,362,000 SEC
2020   Q2 50,850 0.01 Reduce 30.63% <0.01 $15.84–26.56 · VW $22.15i $1,340,000 SEC
2020   Q1 73,300 0.01 $16.92 $1,240,000 SEC
2019   Q4 73,300 0.01 Add 29.16% <0.01 $17.81–19.87 · VW $18.97i $1,370,000 SEC
2019   Q3 56,750 0.01 Add 20.49% <0.01 $17.68–22.85 · VW $20.36i $1,026,000 SEC
2019   Q2 47,100 0.01 $21.76 $1,025,000 SEC
2019   Q1 47,100 0.01 Add 40.18% <0.01 $16.06–19.72 · VW $18.07i $921,000 SEC
2018   Q4 33,600 0.01 Add 15.66% <0.01 $15.73–19.53 · VW $18.03i $561,000 SEC
2018   Q3 29,050 0.01 Add 22.06% <0.01 $14.99–18.49 · VW $16.86i $528,000 SEC
2018   Q2 23,800 <0.01 $15.29 $364,000 SEC
2018   Q1 23,800 <0.01 Reduce 19.46% <0.01 $11.76–16.54 · VW $13.80i $300,000 SEC
2017   Q4 29,550 0.01 $14.96 $442,000 SEC
2017   Q3 29,550 0.01 Buy 0.01 $9.97–12.68 · VW $11.48i $374,000 SEC
Price snapshot:
Current price$30.24
Avg. buy price$39.87
+/- since buy-24.15%
52-week low$28.36
52-week high$62.68