THOMAS STORY & SON LLC TSCO — Tractor Supply Co cs

Ownership history in THOMAS STORY & SON LLC  ·  61 quarters on record

AI Ownership Summary

THOMAS STORY & SON LLC reported Tractor Supply Co cs (TSCO) in 61 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.38% in 2024 Q3. The latest visible filing shows TSCO at 4.90% 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 THOMAS STORY & SON LLC's position in Tractor Supply Co cs, 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
2025 Q4

TSCO was reported at 4.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.38% in 2024 Q3

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 2025 Q4

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 THOMAS STORY & SON LLC fund profile THOMAS STORY & SON LLC full holdings
How THOMAS STORY & SON LLC 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 263,692 -3,142 -1.2% 4.90% $13.2M 2026-02-14 (Est.) $54.78
2025 Q3 REDUCED — — — 266,834 -6,491 -2.4% 5.58% $15.2M 2025-10-14 $54.99
2025 Q2 REDUCED — — — 273,325 -999 -0.4% 5.54% $14.4M 2025-08-11 $58.79
2025 Q1 ADDED — — — 274,324 +6,934 +2.6% 5.88% $15.1M 2025-05-13 $51.42
2024 Q4 ADDED — — — 267,390 +213,632 +397.4% 5.94% $14.2M 2025-01-29 $55.96
2024 Q3 REDUCED — — — 53,758 -35 -0.1% 6.38% $15.6M 2024-11-01 $51.99
2024 Q2 REDUCED — — — 53,793 -30 -0.1% 6.27% $14.5M 2024-08-02 $49.10
2024 Q1 REDUCED 9.5% +2.7% ❌ 53,823 -5,625 -9.5% 5.95% $14.1M 2024-04-30 $52.84
2023 Q4 REDUCED — — — 59,448 -10 -0.0% 6.00% $12.8M 2024-03-01 $48.84
52 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

Riverstone Advisors, LLC 3Y 7Y 3.58% McBroom & Associates, LLC 3Y 2.99% GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3Y 7Y 2.27% PROVIDENT TRUST CO 3Y 7Y 2.23% BOSTON RESEARCH & MANAGEMENT INC 3Y 7Y 1.82% Fruth Investment Management 3Y 7Y 1.69% McCollum Christoferson Group LLC 3Y 7Y 1.66% Bellecapital International Ltd. 3Y 7Y 1.49% TILIA FIDUCIARY PARTNERS, INC. 3Y 1.37% JGP Wealth Management, LLC 3Y 7Y 1.23%

FAQ About THOMAS STORY & SON LLC and TSCO

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

How long has THOMAS STORY & SON LLC reported owning TSCO?

THOMAS STORY & SON LLC reported TSCO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported TSCO position in THOMAS STORY & SON LLC's portfolio?

The largest reported portfolio weight for TSCO was 6.38% in 2024 Q3.

What is the latest reported TSCO position on this page?

The most recent filing on this page is 2025 Q4, when THOMAS STORY & SON LLC reported 263,692 shares, equal to 4.90% of portfolio, with an estimated market value of $13.2M.

What does the chart on this TSCO ownership page compare?

The chart compares THOMAS STORY & SON LLC'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 THOMAS STORY & SON LLC time their TSCO position?

Based on 13F filing dates vs. subsequent TSCO price moves, THOMAS STORY & SON LLC correctly timed 24 out of 44 reported position changes (55%). The annualised alpha on TSCO relative to SPY over the holding period was +7.0%.

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