Wedgewood Partners released its fourth-quarter 2025 investor letter, anticipating stronger market volatility. The firm’s focus on high-quality stocks has historically worked but not in 2025, with poor stock selection and being structurally underweight in AI stocks driving underperformance. Tractor Supply Company (NASDAQ:TSCO) was highlighted in the letter, posting +7% sales growth and +6% operating income, with expectations for accelerating earnings growth in 2026. Tractor Supply Company (NASDAQ:TSCO) stock closed at $51.01 per share on January 16, 2026, with a one-month return of -1.37%. The company has a market cap of $26.95 billion. Hedge funds are increasingly investing in Tractor Supply Company (NASDAQ:TSCO), recognizing its potential despite Wedgewood Partners’ caution on AI stocks.

Read more at Yahoo Finance: Should You Expect Increased Earnings Growth in Tractor Supply Company (TSCO)?