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 Q3 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $434.62 M.
Top institutional holders include Daniel Loeb and Mairs and Power.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $108.36 M net inflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 386.0%. Conversely, First Eagle Investment reduced exposure by 30.1%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 3.14% | Add 38.9% | 500,000 | $282.66 M | Q3 2025 | |
| 0.58% | Reduce -5.0% | 108,232 | $61.19 M | Q3 2025 | |
| 0.04% | New Buy | 40,801 | $23.07 M | Q3 2025 | |
| 0.06% | Add 386.0% | 23,043 | $13.03 M | Q3 2025 | |
| 0.01% | Reduce -28.0% | 22,256 | $12.49 M | Q3 2025 | |
| 0.02% | Add 359.4% | 9,583 | $5.42 M | Q3 2025 | |
| 0.02% | Reduce -7.3% | 2,687 | $1.52 M | Q3 2025 | |
| 0.01% | Add 9.4% | 2,312 | $1.31 M | Q3 2025 | |
| 0.01% | Reduce -15.7% | 1,039 | $587,367 | Q3 2025 | |
| 0.00% | Reduce -30.1% | 993 | $561,363 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Casey's General Stores, Inc. (CASY)
Major holders include Daniel Loeb ($282.66 M), Mairs and Power ($61.19 M), Steven Cohen ($23.07 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 710,946 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $108.36 M, with 5 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited CASY. The total reported sell value was $8.54 M.
Yes, 1 managers opened new positions in CASY, and 4 increased their existing holdings. The total reported buy value was $116.91 M.