Tractor Supply Company (TSCO) is gone from David Rolfe's Wedgewood Partners portfolio as of June 30, 2026, according to the 13F-HR filed with the SEC on August 14, 2026. A quarter earlier the position was 456K shares worth about $20.7M, or 4.27% of the reported book. TSCO had been in the portfolio for 9.5 years, since the quarter ended December 31, 2016.
What did the 2026 Q2 filing report for TSCO?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 456K | 0 |
| Reported value | $20.7M | $0 |
| Portfolio weight | 4.27% | 0% |
| Held since | 2016 Q4 | sold out in 2026 Q2 |
| Quarters held | 38 |
What did David Rolfe sell?
David Rolfe sold 456K shares of TSCO between the quarter ended March 31, 2026 and June 30, 2026. The TSCO exit was the largest of the quarter's 22 position changes by percent change to portfolio.
Where does TSCO sit in the David Rolfe portfolio?
Before the sale, TSCO carried 4.27% of the David Rolfe portfolio, below the fund's average stock position of 6%. The largest stock position is TSM at 10.4%. Next come GOOGL at 9.39% and META at 8.89%. The three largest stocks together are 28.68% of the book. Across the 2026 Q2 portfolio, David Rolfe reported 18 stock positions, with none opened and 4 closed. The total portfolio value is about $484.4M, little changed from the prior quarter.
How long has David Rolfe held TSCO?
David Rolfe held TSCO for 9.5 years, from the quarter ended December 31, 2016 to March 31, 2026. The weight peaked at 7.98% in 2020 Q2. Last quarter the fund had trimmed the position by 5%. Every reported trade is on the David Rolfe TSCO trade history page.
FAQ
How many TSCO shares did David Rolfe sell?
David Rolfe sold all 456K shares of TSCO it reported a quarter earlier, worth about $20.7M.
When did David Rolfe first buy TSCO?
David Rolfe first reported TSCO in the quarter ended December 31, 2016.
How much of the David Rolfe portfolio was TSCO?
TSCO was 4.27% of the David Rolfe portfolio at the prior quarter-end, and 0% after the sale.