John Overdeck’s Casey's General Stores CASY Stock Holding History

John Overdeck’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
2022 Q1	–	Sell	-2,300	Closed	-$454K	–	2868
2021 Q4	$454K	Sell	2,300 -700	-23%	-$135K	﹤0.01%	3337
2021 Q3	$565K	Buy	+3,000	New	+$588K	﹤0.01%	3146
2020 Q3	–	Sell	-2,000	Closed	-$299K	–	3117
2020 Q2	$299K	Sell	2,000 -7,300	-78%	-$1.1M	﹤0.01%	2378
2020 Q1	$1.23M	Sell	9,300 -4,500	-33%	-$729K	0.01%	1269
2019 Q4	$2.19M	Buy	13,800 +7,900	+134%	+$1.31M	0.01%	1513
2019 Q3	$951K	Sell	5,900 -1,200	-17%	-$198K	﹤0.01%	2036
2019 Q2	$1.11M	Buy	+7,100	New	+$969K	﹤0.01%	1867
2019 Q1	–	Sell	-2,500	Closed	-$320K	–	3047
2018 Q4	$320K	Sell	2,500 -1,300	-34%	-$165K	﹤0.01%	2405
2018 Q3	$491K	Sell	3,800 -2,200	-37%	-$253K	﹤0.01%	2459
2018 Q2	$630K	Sell	6,000 -6,300	-51%	-$637K	﹤0.01%	2480
2018 Q1	$1.35M	Buy	12,300 +9,300	+310%	+$1.08M	﹤0.01%	1805
2017 Q4	$336K	Sell	3,000 -35,400	-92%	-$4.05M	﹤0.01%	2672
2017 Q3	$4.2M	Buy	38,400 +33,400	+668%	+$3.55M	0.01%	888
2017 Q2	$536K	Buy	+5,000	New	+$558K	﹤0.01%	2278

Other funds holding CASY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

John Overdeck's CASY Position: Q2 2026 in Review

John Overdeck increased its Casey's General Stores (CASY) stake by 804% in Q2 2026, buying an estimated $24.7M and bringing the position to 34,536 shares worth $27.4M. The position accounts for 0.02% of the portfolio, ranked #857.

John Overdeck first reported a position in CASY in Q4 2015 and has held it in 22 quarters since. The position peaked at $34.1M in Q1 2017. 1,074 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

John Overdeck held 34,536 shares of Casey's General Stores worth $27.4M as of Q2 2026.
John Overdeck bought 30,716 Casey's General Stores shares in Q2 2026, an estimated $24.7M.
Casey's General Stores made up 0.02% of John Overdeck's portfolio in Q2 2026, its #857 holding.
John Overdeck first reported a position in Casey's General Stores in Q4 2015 and has held it in 22 quarters since.
John Overdeck's Casey's General Stores position peaked at $34.1M in Q1 2017.
1,074 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.