Renaissance Technologies's MUSA Position Overview
Renaissance Technologies (via Renaissance Technologies LLC) currently holds 270,142 shares of Murphy USA Inc. (MUSA) worth $109.01 M, representing 0.17% of the portfolio. First purchased in 2015-Q1, this long-term strategic position has been held for 42 quarters.
Based on 13F filings since 2013, Renaissance Technologies has maintained a long-term strategic position in MUSA, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2020, adding 211,300 shares. Largest reduction occurred in Q1 2017, reducing 129,100 shares.
Analysis based on 13F filings available since 2013 Q2
Renaissance Technologies's Murphy USA (MUSA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Murphy USA (MUSA) Trades by Renaissance Technologies
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2015 | +23,200 | New Buy | 23,200 | $72.37 |
| Q2 2015 | +62,287 | Add 268.48% | 85,487 | $55.82 |
| Q3 2015 | +146,413 | Add 171.27% | 231,900 | $54.95 |
| Q4 2015 | -89,300 | Reduce 38.51% | 142,600 | $60.74 |
| Q1 2016 | +175,200 | Add 122.86% | 317,800 | $61.45 |
| Q2 2016 | -5,700 | Reduce 1.79% | 312,100 | $74.16 |
| Q3 2016 | -88,100 | Reduce 28.23% | 224,000 | $71.36 |
| Q4 2016 | -94,900 | Reduce 42.37% | 129,100 | $61.47 |
| Q1 2017 | -129,100 | Sold Out | 0 | $0.00 |
| Q4 2017 | +3,400 | New Buy | 3,400 | $80.29 |
| Q1 2018 | +12,400 | Add 364.71% | 15,800 | $72.78 |
| Q2 2018 | -6,700 | Reduce 42.41% | 9,100 | $74.29 |
| Q3 2018 | -9,100 | Sold Out | 0 | $0.00 |
| Q4 2018 | +7,300 | New Buy | 7,300 | $76.58 |
| Q1 2019 | +201,600 | Add 2761.64% | 208,900 | $85.62 |
| Q2 2019 | +86,500 | Add 41.41% | 295,400 | $84.03 |
| Q3 2019 | +87,900 | Add 29.76% | 383,300 | $85.30 |
| Q4 2019 | +92,500 | Add 24.13% | 475,800 | $117.00 |
| Q1 2020 | +203,100 | Add 42.69% | 678,900 | $84.36 |
| Q2 2020 | +211,300 | Add 31.12% | 890,200 | $112.59 |
| Q3 2020 | +90,700 | Add 10.19% | 980,900 | $128.27 |
| Q4 2020 | -118,200 | Reduce 12.05% | 862,700 | $130.87 |
| Q1 2021 | -124,700 | Reduce 14.45% | 738,000 | $144.56 |
| Q2 2021 | -117,600 | Reduce 15.93% | 620,400 | $133.37 |
| Q3 2021 | -49,000 | Reduce 7.90% | 571,400 | $167.26 |
| Q4 2021 | -47,000 | Reduce 8.23% | 524,400 | $199.24 |
| Q1 2022 | -1,000 | Reduce 0.19% | 523,400 | $199.96 |
| Q2 2022 | +34,100 | Add 6.52% | 557,500 | $232.87 |
| Q3 2022 | -40,900 | Reduce 7.34% | 516,600 | $274.91 |
| Q4 2022 | +21,600 | Add 4.18% | 538,200 | $0.28 |
| Q1 2023 | -24,324 | Reduce 4.52% | 513,876 | $0.26 |
| Q2 2023 | -27,876 | Reduce 5.42% | 486,000 | $0.31 |
| Q3 2023 | +11,000 | Add 2.26% | 497,000 | $341.73 |
| Q4 2023 | +45,500 | Add 9.15% | 542,500 | $356.56 |
| Q1 2024 | -35,200 | Reduce 6.49% | 507,300 | $419.20 |
| Q2 2024 | -89,800 | Reduce 17.70% | 417,500 | $469.46 |
| Q3 2024 | +1,200 | Add 0.29% | 418,700 | $492.87 |
| Q4 2024 | -9,038 | Reduce 2.16% | 409,662 | $501.75 |
| Q1 2025 | -33,100 | Reduce 8.08% | 376,562 | $469.81 |
| Q2 2025 | -21,400 | Reduce 5.68% | 355,162 | $406.80 |
| Q3 2025 | -38,800 | Reduce 10.92% | 316,362 | $388.26 |
| Q4 2025 | -46,220 | Reduce 14.61% | 270,142 | $403.52 |
Renaissance Technologies's Murphy USA Investment FAQs
Renaissance Technologies first purchased Murphy USA Inc. (MUSA) in Q1 2015, acquiring 23,200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies has held Murphy USA Inc. (MUSA) for 42 quarters since Q1 2015.
Renaissance Technologies's largest addition to Murphy USA Inc. (MUSA) was in Q2 2020, adding 890,200 shares worth $100.23 M.
According to the latest 13F filing for Q4 2025, Renaissance Technologies's firm, Renaissance Technologies LLC, owns 270,142 shares of Murphy USA Inc. (MUSA), valued at approximately $109.01 M.
As of the Q4 2025 filing, Murphy USA Inc. (MUSA) represents approximately 0.17% of Renaissance Technologies's publicly disclosed stock portfolio, making it one of their key holdings.
Renaissance Technologies's peak holding in Murphy USA Inc. (MUSA) was 980,900 shares, as reported at the end of Q3 2020.