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Lee Ainslie’s Murphy USA MUSA Stock Holding History

Lee Ainslie’s Portfolio MUSA Stock Details MUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,332
Closed -$658K – 269
2026
Q1 		$658K Sell
1,332
-9,691
-88% -$4.15M 0.01% 203
2025
Q4 		$4.45M Buy
+11,023
New +$4.23M 0.05% 92
2023
Q2 		– Sell
-4,854
Closed -$1.25M – 506
2023
Q1 		$1.25M Sell
4,854
-429
-8% -$112K 0.03% 109
2022
Q4 		$1.48M Buy
5,283
+1,804
+52% +$523K 0.04% 115
2022
Q3 		$956K Buy
3,479
+1,426
+69% +$399K 0.02% 135
2022
Q2 		$478K Sell
2,053
-2,421
-54% -$571K 0.01% 178
2022
Q1 		$895K Buy
4,474
+4,064
+991% +$763K 0.02% 149
2021
Q4 		$82K Buy
+410
New +$73.3K ﹤0.01% 252
2021
Q3 		– Sell
-1,686
Closed -$225K – 746
2021
Q2 		$225K Buy
1,686
+1,003
+147% +$139K ﹤0.01% 464
2021
Q1 		$99K Sell
683
-1,171
-63% -$151K ﹤0.01% 588
2020
Q4 		$243K Sell
1,854
-5,560
-75% -$714K ﹤0.01% 493
2020
Q3 		$951K Sell
7,414
-1,840
-20% -$243K 0.02% 304
2020
Q2 		$1.04M Sell
9,254
-2,269
-20% -$249K 0.02% 315
2020
Q1 		$972K Sell
11,523
-70,489
-86% -$7.31M 0.02% 312
2019
Q4 		$9.6M Buy
82,012
+13,535
+20% +$1.46M 0.14% 65
2019
Q3 		$5.84M Buy
+68,477
New +$6.02M 0.09% 107

Other funds holding MUSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lee Ainslie's MUSA Position: Q2 2026 in Review

Lee Ainslie sold out of Murphy USA (MUSA) in Q2 2026, closing a stake of 1,332 shares — an estimated $658K sold.

Lee Ainslie first reported a position in MUSA in Q3 2019 and held it in 16 quarters. The position peaked at $9.6M in Q4 2019. 602 funds tracked by Wall St. Rank hold MUSA as of Q2 2026.

  • Lee Ainslie reported no remaining Murphy USA position as of Q2 2026 after selling out during the quarter.
  • Lee Ainslie sold 1,332 Murphy USA shares in Q2 2026, an estimated $658K.
  • Lee Ainslie first reported a position in Murphy USA in Q3 2019 and held it in 16 quarters.
  • Lee Ainslie's Murphy USA position peaked at $9.6M in Q4 2019.
  • 602 funds tracked by Wall St. Rank held Murphy USA as of Q2 2026.

Based on Maverick Capital's 13F filing for Q2 2026, filed 14 Aug 2026.