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Bramshill Investments’s CrossAmerica Partners CAPL Stock Holding History

Bramshill Investments’s Portfolio CAPL Stock Details CAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$631K Sell
30,383
-18,208
-37% -$395K 0.05% 115
2025
Q4 		$1M Buy
48,591
+337
+0.7% +$6.93K 0.06% 63
2025
Q3 		$1.01M Sell
48,254
-1,139
-2% -$23.8K 0.07% 57
2025
Q2 		$1.03M Buy
49,393
+1,112
+2% +$25K 0.11% 57
2025
Q1 		$1.19M Buy
48,281
+39
+0.1% +$895 0.12% 46
2024
Q4 		$1.06M Sell
48,242
-2,247
-4% -$47.5K 0.17% 46
2024
Q3 		$1.05M Buy
50,489
+34
+0.1% +$681 0.11% 42
2024
Q2 		$1M Sell
50,455
-3,528
-7% -$74.9K 0.11% 53
2024
Q1 		$1.23M Sell
53,983
-5,502
-9% -$124K 0.14% 37
2023
Q4 		$1.36M Buy
+59,485
New +$1.32M 0.13% 59
2023
Q3 		– Sell
-80,928
Closed -$1.59M – 140
2023
Q2 		$1.59M Sell
80,928
-1,200
-1% -$24.1K 0.15% 71
2023
Q1 		$1.76M Buy
82,128
+1,489
+2% +$31.6K 0.21% 60
2022
Q4 		$1.6M Buy
80,639
+5,854
+8% +$116K 0.19% 81
2022
Q3 		$1.4M Buy
74,785
+3,645
+5% +$75.2K 0.2% 64
2022
Q2 		$1.44M Buy
71,140
+3,412
+5% +$72K 0.17% 63
2022
Q1 		$1.48M Sell
67,728
-2,819
-4% -$58.8K 0.2% 62
2021
Q4 		$1.34M Sell
70,547
-135
-0.2% -$2.73K 0.13% 69
2021
Q3 		$1.41M Buy
70,682
+4,829
+7% +$92.3K 0.12% 71
2021
Q2 		$1.25M Buy
65,853
+6,730
+11% +$132K 0.1% 75
2021
Q1 		$1.1M Buy
59,123
+8,231
+16% +$150K 0.07% 114
2020
Q4 		$874K Buy
50,892
+136
+0.3% +$2.18K 0.06% 92
2020
Q3 		$755K Buy
50,756
+532
+1% +$7.85K 0.11% 60
2020
Q2 		$676K Buy
50,224
+780
+2% +$10.3K 0.11% 72
2020
Q1 		$399K Sell
49,444
-207
-0.4% -$3.38K 0.08% 112
2019
Q4 		$896K Hold
49,651
– – 0.19% 66
2019
Q3 		$847K Hold
49,651
– – 0.19% 70
2019
Q2 		$797K Buy
+49,651
New +$835K 0.11% 69

Other funds holding CAPL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Bramshill Investments's CAPL Position: Q1 2026 in Review

Bramshill Investments reduced its CrossAmerica Partners (CAPL) stake by 37% in Q1 2026, selling an estimated $395K and leaving 30,383 shares worth $631K. The position accounts for 0.05% of the portfolio, ranked #115.

Bramshill Investments first reported a position in CAPL in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.76M in Q1 2023. 62 funds tracked by Wall St. Rank hold CAPL as of Q1 2026.

  • Bramshill Investments held 30,383 shares of CrossAmerica Partners worth $631K as of Q1 2026.
  • Bramshill Investments sold 18,208 CrossAmerica Partners shares in Q1 2026, an estimated $395K.
  • CrossAmerica Partners made up 0.05% of Bramshill Investments's portfolio in Q1 2026, its #115 holding.
  • Bramshill Investments first reported a position in CrossAmerica Partners in Q2 2019 and has held it in 27 quarters since.
  • Bramshill Investments's CrossAmerica Partners position peaked at $1.76M in Q1 2023.
  • 62 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q1 2026.

Based on Bramshill Investments's 13F filing for Q1 2026, filed 15 May 2026.