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Jensen Investment's investment thesis on Tractor Supply ($TSCO) — Q2 2026 | Buyside Digest

$TSCONASDAQTractor Supply

BULL

Jensen Investment—TSCO

Fund Letter

Q2 2026

Published August 4, 2026

$31.29USD

-10.6% vs last month

$34.56Pitched

-9.5% since pitch

Market Cap$17.9B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Tractor Supply Company (TSCO) was the Portfolio's second largest individual detractor from performance during the quarter. TSCO operates rural...

— Adam Calamar, Kurt Havnaer, Tyra Pratt

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Other investors who've written on Tractor Supply

Tractor Supply Company (TSCO) was the Portfolio's second largest individual detractor from performance during the quarter.