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Casey's General Stores, Inc.

CASY Consumer Discretionary
$727.86 +$23.06 (3.27%)
Market Cap: $26.9 B
Gurus Holding
10
Popularity Rank
#406
% of Shares Held
1.79%
Net Activity (Q4 2025)
-$26.85 M

Guru Ownership Trend

Guru Analysis for Casey's General Stores, Inc. (CASY)

Casey's General Stores, Inc. (CASY), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q4 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $482.16 M.

Top institutional holders include Daniel Loeb and Mairs and Power.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $26.85 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Steven Cohen reduced exposure by 50.8%.

Key Holders

Top 5 by Value

$251.48 M
$57.41 M
$17.08 M
$12.48 M
$11.09 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$14.21 M
Total Buy Value
New Buys 1
Additions 3
-$41.05 M
Total Sell Value
Reductions 6
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
7
Net Buyers
4

FAQs for Casey's General Stores, Inc. (CASY)

Major holders include Daniel Loeb ($251.48 M), Mairs and Power ($57.41 M), Joel Greenblatt ($17.08 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 662,430 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $26.85 M, with 4 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 1 fully exited CASY. The total reported sell value was $41.05 M.

Yes, 1 managers opened new positions in CASY, and 3 increased their existing holdings. The total reported buy value was $14.21 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
3.46% Reduce -9.0% 455,000 $251.48 M Q4 2025
0.55% Reduce -4.0% 103,873 $57.41 M Q4 2025
0.06% Add 34.1% 30,904 $17.08 M Q4 2025
0.01% Add 1.5% 22,584 $12.48 M Q4 2025
0.01% Reduce -50.8% 20,058 $11.09 M Q4 2025
0.02% New Buy 16,441 $9.09 M Q4 2025
0.02% Add 11.2% 10,655 $5.89 M Q4 2025
0.00% Reduce -41.3% 1,357 $750,028 Q4 2025
0.00% Reduce -10.1% 893 $493,570 Q4 2025
0.00% Reduce -36.0% 665 $367,552 Q4 2025
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