CASY
Casey's General Stores Inc
4 super-investors hold CASY worth a combined $116M. The largest position: Torray Funds at 1.8% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 29 — ranked #410 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own CASY
CASY draws only modest attention from the super-investor cohort tracked here, with just four holders and $116M in combined exposure as of 2026Q1. The highest-conviction owner is Torray Funds at 1.8% of portfolio ($12M), followed by Mairs & Power as the largest dollar holder at $70M. Joel Greenblatt carries a $33M position but at negligible portfolio weight, and First Eagle holds a token $582K stake. Notably, no manager added, trimmed, started, or exited a position this quarter, suggesting the cohort is in a holding pattern. The eight-quarter owner-count trend — peaking at one and now showing zero in the most recent tally — indicates fading rather than building interest among this group.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2018Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Mairs & Power Funds | 0.7% | 40q | $70M | 95,937 |
| 2 | Joel Greenblatt | <0.1% | 37q | $33M | 45,801 |
| 3 | Torray Funds | 1.8% | 8q | $12M | 17,121 |
| 4 | First Eagle Investment Management | <0.1% | 23q | $582K | 800 |
Owners of CASY also hold
Long US equity 13F-HR filings only. CUSIP 147528103. Not investment advice.