Lee Ainslie's CASY Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 2,687 shares of Casey's General Stores, Inc. (CASY) worth $1.52 M, representing 0.02% of the portfolio. First purchased in 2017-Q3, this long-term strategic position has been held for 33 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in CASY, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2018, adding 123,210 shares. Largest reduction occurred in Q3 2018, reducing 221,066 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie'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 Lee Ainslie
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2017 | +90,134 | New Buy | 90,134 | $109.45 |
| Q4 2017 | +48,676 | Add 54.00% | 138,810 | $111.94 |
| Q1 2018 | -138,810 | Sold Out | 138,810 | $0.00 |
| Q2 2018 | +262,020 | New Buy | 262,020 | $105.08 |
| Q3 2018 | -221,066 | Reduce 84.37% | 40,954 | $129.12 |
| Q4 2018 | -40,954 | Sold Out | 40,954 | $0.00 |
| Q2 2019 | +146,590 | New Buy | 146,590 | $155.99 |
| Q3 2019 | -86,840 | Reduce 59.24% | 59,750 | $161.15 |
| Q4 2019 | -59,750 | Sold Out | 59,750 | $0.00 |
| Q2 2020 | +746 | New Buy | 746 | $150.13 |
| Q3 2020 | +6,161 | Add 825.87% | 6,907 | $177.65 |
| Q4 2020 | -527 | Reduce 7.63% | 6,380 | $178.68 |
| Q1 2021 | +7,193 | Add 112.74% | 13,573 | $216.16 |
| Q2 2021 | -10,482 | Reduce 77.23% | 3,091 | $194.76 |
| Q3 2021 | +1,575 | Add 50.95% | 4,666 | $188.38 |
| Q4 2021 | -4,666 | Sold Out | 4,666 | $0.00 |
| Q1 2022 | +11,126 | New Buy | 11,126 | $198.18 |
| Q2 2022 | +12,642 | Add 113.63% | 23,768 | $185.00 |
| Q3 2022 | -22,772 | Reduce 95.81% | 996 | $202.81 |
| Q4 2022 | +94 | Add 9.44% | 1,090 | $224.35 |
| Q1 2023 | -1,090 | Sold Out | 1,090 | $0.00 |
| Q3 2023 | +7,371 | New Buy | 7,371 | $271.52 |
| Q4 2023 | -7,371 | Sold Out | 7,371 | $0.00 |
| Q1 2024 | +2,799 | New Buy | 2,799 | $318.45 |
| Q2 2024 | -1,322 | Reduce 47.23% | 1,477 | $381.56 |
| Q3 2024 | -1,477 | Sold Out | 1,477 | $0.00 |
| Q2 2025 | +2,897 | New Buy | 2,897 | $510.27 |
| Q3 2025 | -210 | Reduce 7.25% | 2,687 | $565.32 |
Lee Ainslie's Casey's General Stores Investment FAQs
Lee Ainslie first purchased Casey's General Stores, Inc. (CASY) in Q3 2017, acquiring 90,134 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held Casey's General Stores, Inc. (CASY) for 33 quarters since Q3 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie's largest addition to Casey's General Stores, Inc. (CASY) was in Q2 2018, adding 262,020 shares worth $27.53 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 2,687 shares of Casey's General Stores, Inc. (CASY), valued at approximately $1.52 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 0.02% of Lee Ainslie'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.
Lee Ainslie's peak holding in Casey's General Stores, Inc. (CASY) was 262,020 shares, as reported at the end of Q2 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.