CASEYS GEN STORES INC (CASY) — Hedge Fund Ownership Q4 2025
CASY
- CASEYS GEN STORES INC (CASY) is held by 4 of 82 tracked hedge funds, with Third Point (3%) and Torray Investment Partners (1%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest decreases in CASY holdings came from Third Point (-9%) and Mairs & Power (-4%), suggesting profit-taking or de-risking.
- 1 hedge fund exited CASY.
- Overall, hedge funds decreased exposure to CASEYS GEN STORES INC (CASY) by -8% vs the prior quarter and -24% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Third Point
|
3.46% | 455K | -9.00% | — | $251.5M | $552.71 | — |
| 2 |
Torray Investment Partners Robert Torray
|
1.37% | 17K | -3.10% | -11.86% | $9.6M | $552.71 | — |
| 3 |
Mairs & Power
|
0.55% | 104K | -4.03% | -24.59% | $57.4M | $552.71 | — |
| 4 |
First Eagle Investment Management
|
0.00% | 893 | -10.07% | -60.26% | $493,570 | $552.71 | — |
| — |
Maverick Capital Lee Ainslie
|
— | — | EXITED | — | — | — | — |
| 4 | Total | — | 577K | -8.37% | -23.53% | $319.0M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.