Lee Ainslie's CASY Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 0 shares of Casey's General Stores, Inc. (CASY) worth $0, representing 0.00% of the portfolio. First purchased in 2017-Q3, this long-term strategic position has been held for 29 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 262,020 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -2,687 | Sold Out | 0 | $0.00 |
| Q3 2025 | -210 | Reduce 7.25% | 2,687 | $565.32 |
| Q2 2025 | +2,897 | New Buy | 2,897 | $510.27 |
| Q3 2024 | -1,477 | Sold Out | 0 | $0.00 |
| Q2 2024 | -1,322 | Reduce 47.23% | 1,477 | $381.56 |
| Q1 2024 | +2,799 | New Buy | 2,799 | $318.45 |
| Q4 2023 | -7,371 | Sold Out | 0 | $0.00 |
| Q3 2023 | +7,371 | New Buy | 7,371 | $271.52 |
| Q1 2023 | -1,090 | Sold Out | 0 | $0.00 |
| Q4 2022 | +94 | Add 9.44% | 1,090 | $224.35 |
| Q3 2022 | -22,772 | Reduce 95.81% | 996 | $202.81 |
| Q2 2022 | +12,642 | Add 113.63% | 23,768 | $185.00 |
| Q1 2022 | +11,126 | New Buy | 11,126 | $198.18 |
| Q4 2021 | -4,666 | Sold Out | 0 | $0.00 |
| Q3 2021 | +1,575 | Add 50.95% | 4,666 | $188.38 |
| Q2 2021 | -10,482 | Reduce 77.23% | 3,091 | $194.76 |
| Q1 2021 | +7,193 | Add 112.74% | 13,573 | $216.16 |
| Q4 2020 | -527 | Reduce 7.63% | 6,380 | $178.68 |
| Q3 2020 | +6,161 | Add 825.87% | 6,907 | $177.65 |
| Q2 2020 | +746 | New Buy | 746 | $150.13 |
| Q4 2019 | -59,750 | Sold Out | 0 | $0.00 |
| Q3 2019 | -86,840 | Reduce 59.24% | 59,750 | $161.15 |
| Q2 2019 | +146,590 | New Buy | 146,590 | $155.99 |
| Q4 2018 | -40,954 | Sold Out | 0 | $0.00 |
| Q3 2018 | -221,066 | Reduce 84.37% | 40,954 | $129.12 |
| Q2 2018 | +262,020 | New Buy | 262,020 | $105.08 |
| Q1 2018 | -138,810 | Sold Out | 0 | $0.00 |
| Q4 2017 | +48,676 | Add 54.00% | 138,810 | $111.94 |
| Q3 2017 | +90,134 | New Buy | 90,134 | $109.45 |
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 29 quarters since Q3 2017.
Lee Ainslie's largest addition to Casey's General Stores, Inc. (CASY) was in Q2 2018, adding 262,020 shares worth $27.53 M.
According to the latest 13F filing for Q4 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 0 shares of Casey's General Stores, Inc. (CASY), valued at approximately $0.
As of the Q4 2025 filing, Casey's General Stores, Inc. (CASY) represents approximately 0.00% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in Casey's General Stores, Inc. (CASY) was 262,020 shares, as reported at the end of Q2 2018.