Daniel Loeb's CASY Position Overview
Daniel Loeb (via Third Point LLC) currently holds 500.0K shares of Casey's General Stores, Inc. (CASY) worth $282.66 M, representing 3.14% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 3 quarters.
Based on 13F filings, Daniel Loeb has maintained this position in CASY for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 140.0K shares.
Analysis based on 13F filings available since 2013 Q2
Daniel Loeb's Casey's General Stores (CASY) Holding Value Over Time
Track share changes against reported price movement
Quarterly Casey's General Stores (CASY) Trades by Daniel Loeb
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2025 | +300,000 | New Buy | 300,000 | $434.04 |
| Q2 2025 | +60,000 | Add 20.00% | 360,000 | $510.27 |
| Q3 2025 | +140,000 | Add 38.89% | 500,000 | $565.32 |
Daniel Loeb's Casey's General Stores Investment FAQs
Daniel Loeb first purchased Casey's General Stores, Inc. (CASY) in Q1 2025, acquiring 300,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Daniel Loeb has held Casey's General Stores, Inc. (CASY) for 3 quarters since Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Daniel Loeb's largest addition to Casey's General Stores, Inc. (CASY) was in Q1 2025, adding 300,000 shares worth $130.21 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Daniel Loeb's firm, Third Point LLC, owns 500,000 shares of Casey's General Stores, Inc. (CASY), valued at approximately $282.66 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Casey's General Stores, Inc. (CASY) represents approximately 3.14% of Daniel Loeb's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Daniel Loeb's peak holding in Casey's General Stores, Inc. (CASY) was 500,000 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.