Balyasny Asset Management
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Balyasny Asset Management’s Casey's General Stores CASY Stock Holding History

Balyasny Asset Management’s Portfolio CASY Stock Details CASY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29.8M Buy
+40,902
New +$26.6M 0.04% 532
2025
Q4 		– Sell
-68,278
Closed -$38.6M – 3125
2025
Q3 		$38.6M Buy
+68,278
New +$35.7M 0.05% 455
2025
Q2 		– Sell
-2,041
Closed -$886K – 2867
2025
Q1 		$886K Sell
2,041
-56,620
-97% -$23.2M ﹤0.01% 2049
2024
Q4 		$23.2M Buy
58,661
+56,561
+2,693% +$22.8M 0.03% 594
2024
Q3 		$789K Sell
2,100
-1,100
-34% -$411K ﹤0.01% 2058
2024
Q2 		$1.22M Sell
3,200
-10,407
-76% -$3.47M ﹤0.01% 1713
2024
Q1 		$4.33M Buy
13,607
+10,410
+326% +$3.04M 0.01% 1277
2023
Q4 		$878K Sell
3,197
-40,256
-93% -$11M ﹤0.01% 1734
2023
Q3 		$11.8M Buy
+43,453
New +$11M 0.02% 785
2020
Q2 		– Sell
-4,280
Closed -$567K – 1153
2020
Q1 		$567K Sell
4,280
-23,331
-84% -$3.78M 0.01% 873
2019
Q4 		$4.39M Buy
27,611
+21,772
+373% +$3.6M 0.03% 614
2019
Q3 		$941K Buy
+5,839
New +$962K 0.01% 847
2018
Q4 		– Sell
-28,145
Closed -$3.63M – 1429
2018
Q3 		$3.63M Sell
28,145
-294,242
-91% -$33.8M 0.02% 810
2018
Q2 		$33.9M Buy
322,387
+272,703
+549% +$27.6M 0.15% 184
2018
Q1 		$5.45M Sell
49,684
-186,479
-79% -$21.6M 0.02% 680
2017
Q4 		$26.4M Buy
236,163
+38,387
+19% +$4.39M 0.08% 324
2017
Q3 		$21.6M Sell
197,776
-404,247
-67% -$43M 0.08% 307
2017
Q2 		$64.5M Buy
602,023
+598,407
+16,549% +$66.8M 0.27% 86
2017
Q1 		$406K Sell
3,616
-13,393
-79% -$1.54M ﹤0.01% 1333
2016
Q4 		$2.02M Buy
+17,009
New +$2.02M 0.01% 883
2016
Q3 		– Sell
-71,027
Closed -$9.34M – 1021
2016
Q2 		$9.34M Buy
+71,027
New +$8.25M 0.06% 368

Other funds holding CASY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Balyasny Asset Management's CASY Position: Q1 2026 in Review

Balyasny Asset Management opened a new position in Casey's General Stores (CASY) in Q1 2026: 40,902 shares worth $29.8M. The stake represents 0.04% of the portfolio and ranks #532 among its holdings. This is a return to the name: Balyasny Asset Management previously reported a position in CASY as recently as Q3 2025.

Balyasny Asset Management first reported a position in CASY in Q2 2016 and has held it in 21 quarters since. The position peaked at $64.5M in Q2 2017. 959 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Balyasny Asset Management held 40,902 shares of Casey's General Stores worth $29.8M as of Q1 2026.
  • Casey's General Stores was a new Balyasny Asset Management position in Q1 2026.
  • Casey's General Stores made up 0.04% of Balyasny Asset Management's portfolio in Q1 2026, its #532 holding.
  • Balyasny Asset Management first reported a position in Casey's General Stores in Q2 2016 and has held it in 21 quarters since.
  • Balyasny Asset Management's Casey's General Stores position peaked at $64.5M in Q2 2017.
  • 959 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.