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Casey's General Stores, Inc.

CASY Consumer Discretionary
$758.42 +$4.83 (0.64%)
Market Cap: $28.07 B
Gurus Holding
10
Popularity Rank
#487
% of Shares Held
1.10%
Net Activity (Q2 2026)
+$143.21 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 Q2 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $308.58 M.

Top institutional holders include Cliff Asness and Mairs and Power.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $143.21 M net inflow during the quarter.

Recent activity highlights Jefferies Group who increased their stake by 866.8%. Conversely, Mairs and Power reduced exposure by 5.0%.

Key Holders

Top 5 by Value

$164.52 M
$72.43 M
$42.42 M
$15.11 M
$9.69 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$147.05 M
Total Buy Value
New Buys 3
Additions 5
-$3.84 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
2
Net Buyers
8

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

Major holders include Cliff Asness ($164.52 M), Mairs and Power ($72.43 M), Joel Greenblatt ($42.42 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 406,878 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $143.21 M, with 8 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited CASY. The total reported sell value was $3.84 M.

Yes, 3 managers opened new positions in CASY, and 5 increased their existing holdings. The total reported buy value was $147.05 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.06% Add 194.9% 213,943 $164.52 M Q2 2026
0.66% Reduce -5.0% 91,125 $72.43 M Q2 2026
0.10% Add 16.0% 53,369 $42.42 M Q2 2026
0.10% Add 866.8% 19,016 $15.11 M Q2 2026
0.04% Add 191.9% 12,192 $9.69 M Q2 2026
0.01% New Buy 7,553 $6 M Q2 2026
0.01% New Buy 5,512 $4.38 M Q2 2026
0.00% New Buy 2,337 $1.86 M Q2 2026
0.00% Add 50.0% 1,200 $953,748 Q2 2026
0.00% Reduce -2.6% 631 $501,512 Q2 2026
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Transaction
Value
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Position / Chg
SEC Form