Bell Asset Management Ltd TSCO — TRACTOR SUPPLY CO

Ownership history in Bell Asset Management Ltd  ·  30 quarters on record

AI Ownership Summary

Bell Asset Management Ltd reported TRACTOR SUPPLY CO (TSCO) in 30 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.72% in 2024 Q1. The latest visible filing shows TSCO at 1.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TSCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bell Asset Management Ltd's position in TRACTOR SUPPLY CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TSCO was reported at 1.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.72% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TSCO stock page Bell Asset Management Ltd fund profile Bell Asset Management Ltd full holdings
How Bell Asset Management Ltd held TSCO — position size vs. price
% of Fund (quarterly)    TSCO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 92,688 +13,095 +16.5% 1.23% $4.2M 2026-04-29 $34.77
2025 Q4 ADDED — — — 79,593 +28,554 +55.9% 1.07% $4.0M 2026-02-17 $52.46
2025 Q3 REDUCED 43.3% -10.3% ✅ 51,039 -38,945 -43.3% 0.79% $2.9M 2025-11-13 $55.69
2025 Q2 REDUCED 25.2% +7.8% ❌ 89,984 -30,334 -25.2% 1.05% $4.7M 2025-08-13 $58.98
2025 Q1 REDUCED 5.5% -3.8% ✅ 120,318 -7,032 -5.5% 1.22% $6.6M 2025-05-14 $50.51
2024 Q4 ADDED — — — 127,350 +107,353 +536.8% 1.23% $6.8M 2025-02-13 $55.80
2024 Q3 REDUCED 27.6% -9.2% ✅ 19,997 -7,629 -27.6% 1.07% $5.8M 2024-11-13 $54.37
2024 Q2 REDUCED 38.5% +8.2% ❌ 27,626 -17,311 -38.5% 1.05% $7.5M 2024-08-13 $50.57
2024 Q1 REDUCED 12.6% +2.7% ❌ 44,937 -6,469 -12.6% 1.72% $11.8M 2024-05-14 $53.11
2023 Q4 REDUCED — — — 51,406 -114 -0.2% 1.69% $11.1M 2024-02-13 $44.94
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TSCO

As of 2026 Q1 — sorted by position size

Darwins River Capital, LP 5.3% Navera Investment Management Ltd. 3Y 4.89% THOMAS STORY & SON LLC 3Y 7Y 4.58% WEDGEWOOD PARTNERS INC 3Y 7Y 4.27% Riverstone Advisors, LLC 3Y 7Y 3.58% Buckland Partners Management Co LLC 3.43% Select Equity Group, L.P. 3Y 7Y 3.08% McBroom & Associates, LLC 3Y 2.99% SPEECE THORSON CAPITAL GROUP INC 3Y 7Y 2.94% HFR Wealth Management, LLC 3Y 2.89%

FAQ About Bell Asset Management Ltd and TSCO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bell Asset Management Ltd reported owning TSCO?

Bell Asset Management Ltd reported TSCO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TSCO position in Bell Asset Management Ltd's portfolio?

The largest reported portfolio weight for TSCO was 1.72% in 2024 Q1.

What is the latest reported TSCO position on this page?

The most recent filing on this page is 2026 Q1, when Bell Asset Management Ltd reported 92,688 shares, equal to 1.23% of portfolio, with an estimated market value of $4.2M.

What does the chart on this TSCO ownership page compare?

The chart compares Bell Asset Management Ltd's quarterly TSCO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bell Asset Management Ltd time their TSCO position?

Based on 13F filing dates vs. subsequent TSCO price moves, Bell Asset Management Ltd correctly timed 14 out of 29 reported position changes (48%). The annualised alpha on TSCO relative to SPY over the holding period was +8.0%.

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