Hudson Bay Capital Management’s Casey's General Stores CASY Stock Holding History

Hudson Bay Capital 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	$8.23M	Buy	11,311 +9,240	+446%	+$6.02M	0.03%	359
2025 Q4	$1.14M	Sell	2,071 -2,981	-59%	-$1.64M	﹤0.01%	781
2025 Q3	$2.86M	Buy	+5,052	New	+$2.64M	0.01%	691
2024 Q3	–	Sell	-7,133	Closed	-$2.72M	–	886
2024 Q2	$2.72M	Buy	+7,133	New	+$2.38M	0.01%	489
2024 Q1	–	Sell	-57,655	Closed	-$15.8M	–	743
2023 Q4	$15.8M	Buy	57,655 +30,356	+111%	+$8.3M	0.1%	127
2023 Q3	$7.41M	Sell	27,299 -30,673	-53%	-$7.77M	0.06%	207
2023 Q2	$14.1M	Sell	57,972 -18,676	-24%	-$4.23M	0.1%	134
2023 Q1	$16.6M	Buy	76,648 +50,348	+191%	+$11M	0.14%	114
2022 Q4	$5.9M	Buy	+26,300	New	+$5.99M	0.06%	310
2019 Q3	–	Sell	-10,000	Closed	-$1.56M	–	415
2019 Q2	$1.56M	Buy	+10,000	New	+$1.36M	0.04%	296

Other funds holding CASY

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hudson Bay Capital Management's CASY Position: Q1 2026 in Review

Hudson Bay Capital Management increased its Casey's General Stores (CASY) stake by 446% in Q1 2026, buying an estimated $6.02M and bringing the position to 11,311 shares worth $8.23M. The position accounts for 0.03% of the portfolio, ranked #359.

Hudson Bay Capital Management first reported a position in CASY in Q2 2019 and has held it in 10 quarters since. The position peaked at $16.6M in Q1 2023. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

Hudson Bay Capital Management held 11,311 shares of Casey's General Stores worth $8.23M as of Q1 2026.
Hudson Bay Capital Management bought 9,240 Casey's General Stores shares in Q1 2026, an estimated $6.02M.
Casey's General Stores made up 0.03% of Hudson Bay Capital Management's portfolio in Q1 2026, its #359 holding.
Hudson Bay Capital Management first reported a position in Casey's General Stores in Q2 2019 and has held it in 10 quarters since.
Hudson Bay Capital Management's Casey's General Stores position peaked at $16.6M in Q1 2023.
957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Hudson Bay Capital Management's 13F filing for Q1 2026, filed 13 May 2026.