Murray Stahl's CACI Position Overview
Murray Stahl (via Horizon Kinetics Asset Management LLC) currently holds 158,591 shares of CACI International Inc (CACI) worth $84.5 M, representing 1.14% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Murray Stahl has maintained a long-term strategic position in CACI, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2018, adding 99,316 shares. Largest reduction occurred in Q1 2025, reducing 169,843 shares.
Analysis based on 13F filings available since 2013 Q2
Murray Stahl's CACI International (CACI) Holding Value Over Time
Track share changes against reported price movement
Quarterly CACI International (CACI) Trades by Murray Stahl
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -2,074 | Reduce 1.29% | 158,591 | $532.81 |
| Q3 2025 | -1,007 | Reduce 0.62% | 160,665 | $498.78 |
| Q2 2025 | -27,980 | Reduce 14.75% | 161,672 | $476.70 |
| Q1 2025 | -169,843 | Reduce 47.24% | 189,652 | $366.92 |
| Q4 2024 | -8,573 | Reduce 2.33% | 359,495 | $404.06 |
| Q3 2024 | -2,509 | Reduce 0.68% | 368,068 | $504.56 |
| Q2 2024 | -558 | Reduce 0.15% | 370,577 | $430.13 |
| Q1 2024 | -22,470 | Reduce 5.71% | 371,135 | $378.83 |
| Q4 2023 | -30,337 | Reduce 7.16% | 393,605 | $323.86 |
| Q3 2023 | -16,135 | Reduce 3.67% | 423,942 | $313.93 |
| Q2 2023 | -11,004 | Reduce 2.44% | 440,077 | $340.84 |
| Q1 2023 | -4,195 | Reduce 0.92% | 451,081 | $296.28 |
| Q4 2022 | +2,237 | Add 0.49% | 455,276 | $300.59 |
| Q3 2022 | -13,612 | Reduce 2.92% | 453,039 | $261.06 |
| Q2 2022 | -7,889 | Reduce 1.66% | 466,651 | $281.78 |
| Q1 2022 | +11,198 | Add 2.42% | 474,540 | $301.26 |
| Q4 2021 | +10,077 | Add 2.22% | 463,342 | $269.21 |
| Q3 2021 | +6,103 | Add 1.36% | 453,265 | $262.10 |
| Q2 2021 | +52,823 | Add 13.40% | 447,162 | $255.12 |
| Q1 2021 | +9,760 | Add 2.54% | 394,339 | $246.66 |
| Q4 2020 | -10,397 | Reduce 2.63% | 384,579 | $249.33 |
| Q3 2020 | +2,194 | Add 0.56% | 394,976 | $213.16 |
| Q2 2020 | -25,781 | Reduce 6.16% | 392,782 | $216.88 |
| Q1 2020 | +26,463 | Add 6.75% | 418,563 | $211.15 |
| Q4 2019 | +10,173 | Add 2.66% | 392,100 | $249.99 |
| Q3 2019 | +64,537 | Add 20.33% | 381,927 | $231.26 |
| Q2 2019 | +18,093 | Add 6.05% | 317,390 | $204.59 |
| Q1 2019 | +42,651 | Add 16.62% | 299,297 | $182.02 |
| Q4 2018 | +78,725 | Add 44.25% | 256,646 | $144.03 |
| Q3 2018 | +99,316 | Add 126.35% | 177,921 | $184.15 |
| Q2 2018 | +49,405 | Add 169.20% | 78,605 | $168.55 |
| Q3 2016 | -5,800 | Reduce 16.57% | 29,200 | $100.89 |
| Q2 2015 | -1,000 | Reduce 2.78% | 35,000 | $80.89 |
| Q3 2014 | -4,000 | Reduce 10.00% | 36,000 | $71.28 |
| Q4 2013 | -4,000 | Reduce 9.09% | 40,000 | $73.22 |
| Q3 2013 | -4,000 | Reduce 8.33% | 44,000 | $69.11 |
| Q2 2013 | +48,001 | Add 0.00% | 48,000 | $63.50 |
Murray Stahl's CACI International Investment FAQs
Murray Stahl first purchased CACI International Inc (CACI) in Q2 2013, acquiring 48,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Murray Stahl has held CACI International Inc (CACI) for 51 quarters since Q2 2013.
Murray Stahl's largest addition to CACI International Inc (CACI) was in Q3 2018, adding 177,921 shares worth $32.76 M.
According to the latest 13F filing for Q4 2025, Murray Stahl's firm, Horizon Kinetics Asset Management LLC, owns 158,591 shares of CACI International Inc (CACI), valued at approximately $84.5 M.
As of the Q4 2025 filing, CACI International Inc (CACI) represents approximately 1.14% of Murray Stahl's publicly disclosed stock portfolio, making it one of their key holdings.
Murray Stahl's peak holding in CACI International Inc (CACI) was 474,540 shares, as reported at the end of Q1 2022.