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Casey's General Stores, Inc.

CASY Consumer Discretionary
$822.28 $-30.23 (-3.55%)
Market Cap: $30.39 B
Gurus Holding
7
Popularity Rank
#1242
% of Shares Held
0.60%
Net Activity (Q1 2026)
-$235.17 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 Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $182.63 M.

Top institutional holders include Mairs and Power and Cliff Asness.

Institutional sentiment is currently Bearish. This is evidenced by a $235.17 M net outflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 221.3%. Conversely, Ray Dalio reduced exposure by 60.8%.

Key Holders

Top 5 by Value

$69.83 M
$51.71 M
$33.5 M
$3.04 M
$1.43 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$47.06 M
Total Buy Value
New Buys 0
Additions 3
-$282.23 M
Total Sell Value
Reductions 4
Sold Out 3

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
7
Net Buyers
3

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

Major holders include Mairs and Power ($69.83 M), Cliff Asness ($51.71 M), Joel Greenblatt ($33.5 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 222,101 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $235.17 M, with 3 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 3 fully exited CASY. The total reported sell value was $282.23 M.

Yes, 0 managers opened new positions in CASY, and 3 increased their existing holdings. The total reported buy value was $47.06 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.71% Reduce -7.6% 95,937 $69.83 M Q1 2026
0.02% Add 221.3% 72,552 $51.71 M Q1 2026
0.10% Add 48.9% 46,020 $33.5 M Q1 2026
0.01% Reduce -60.8% 4,177 $3.04 M Q1 2026
0.01% Add 45.0% 1,967 $1.43 M Q1 2026
0.00% Reduce -10.4% 800 $582,288 Q1 2026
0.00% Reduce -2.6% 648 $471,653 Q1 2026
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Value
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