Stephen Mandel - Lone Pine Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    36
Portfolio value:    $12,543,849,391
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
2012   Q4 0 0.00 Sell 100.00% 1.84 $8.24–10.37 · VW $9.11i SEC
2012   Q3 29,184,870 1.84 Reduce 1.29% 0.02 $7.55–10.13 · VW $9.09i $288,609,000 SEC
2012   Q2 29,566,060 1.53 Add 1145.80% 1.41 $8.06–10.12 · VW $9.14i $245,576,000 SEC
2012   Q1 2,373,260 0.15 Buy 0.15 $6.85–9.27 · VW $8.32i $21,492,000 SEC
2006   Q1 0 0.00 Sell 100.00% 0.63 $2.42–3.38 · VW $2.93i SEC
2005   Q4 15,693,740 0.63 $2.65 $41,541,000 SEC
2005   Q3 15,693,740 0.70 Add 3.16% 0.02 $2.26–2.93 · VW $2.57i $35,821,000 SEC
2005   Q2 15,213,740 0.67 Reduce 10.35% 0.07 $1.96–2.51 · VW $2.19i $37,350,000 SEC
2005   Q1 16,970,740 0.72 Reduce 9.86% 0.06 $1.66–2.27 · VW $2.00i $37,039,000 SEC
2004   Q4 18,827,400 0.62 $1.86 $35,028,000 SEC
Price snapshot:
Current price$30.24
52-week low$28.36
52-week high$62.68