Lee Ainslie's MUSA Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 11,023 shares of Murphy USA Inc. (MUSA) worth $4.45 M, representing 0.05% of the portfolio. First purchased in 2019-Q3, this medium-term investment has been held for 17 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in MUSA, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2019, adding 13,535 shares. Largest reduction occurred in Q1 2020, reducing 70,489 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Murphy USA (MUSA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Murphy USA (MUSA) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2019 | +68,477 | New Buy | 68,477 | $85.30 |
| Q4 2019 | +13,535 | Add 19.77% | 82,012 | $117.00 |
| Q1 2020 | -70,489 | Reduce 85.95% | 11,523 | $84.35 |
| Q2 2020 | -2,269 | Reduce 19.69% | 9,254 | $112.60 |
| Q3 2020 | -1,840 | Reduce 19.88% | 7,414 | $128.27 |
| Q4 2020 | -5,560 | Reduce 74.99% | 1,854 | $131.07 |
| Q1 2021 | -1,171 | Reduce 63.16% | 683 | $144.95 |
| Q2 2021 | +1,003 | Add 146.85% | 1,686 | $133.45 |
| Q3 2021 | -1,686 | Sold Out | 0 | $0.00 |
| Q4 2021 | +410 | New Buy | 410 | $200.00 |
| Q1 2022 | +4,064 | Add 991.22% | 4,474 | $200.04 |
| Q2 2022 | -2,421 | Reduce 54.11% | 2,053 | $232.83 |
| Q3 2022 | +1,426 | Add 69.46% | 3,479 | $274.79 |
| Q4 2022 | +1,804 | Add 51.85% | 5,283 | $279.54 |
| Q1 2023 | -429 | Reduce 8.12% | 4,854 | $258.05 |
| Q2 2023 | -4,854 | Sold Out | 0 | $0.00 |
| Q4 2025 | +11,023 | New Buy | 11,023 | $403.52 |
Lee Ainslie's Murphy USA Investment FAQs
Lee Ainslie first purchased Murphy USA Inc. (MUSA) in Q3 2019, acquiring 68,477 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 Murphy USA Inc. (MUSA) for 17 quarters since Q3 2019.
Lee Ainslie's largest addition to Murphy USA Inc. (MUSA) was in Q3 2019, adding 68,477 shares worth $5.84 M.
According to the latest 13F filing for Q4 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 11,023 shares of Murphy USA Inc. (MUSA), valued at approximately $4.45 M.
As of the Q4 2025 filing, Murphy USA Inc. (MUSA) represents approximately 0.05% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in Murphy USA Inc. (MUSA) was 82,012 shares, as reported at the end of Q4 2019.