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Leeward Investments’s Murphy USA MUSA Stock Holding History

Leeward Investments’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 		$11M Sell
20,500
-19,305
-48% -$10.5M 0.5% 84
2026
Q1 		$19.7M Buy
39,805
+8,160
+26% +$3.49M 0.97% 36
2025
Q4 		$12.8M Sell
31,645
-166
-0.5% -$63.7K 0.65% 61
2025
Q3 		$12.4M Sell
31,811
-715
-2% -$283K 0.63% 62
2025
Q2 		$13.2M Sell
32,526
-1,286
-4% -$585K 0.7% 55
2025
Q1 		$15.9M Sell
33,812
-18,871
-36% -$8.96M 0.84% 34
2024
Q4 		$26.4M Sell
52,683
-3,926
-7% -$2M 1.32% 14
2024
Q3 		$27.9M Sell
56,609
-230
-0.4% -$115K 1.29% 16
2024
Q2 		$26.7M Sell
56,839
-11,420
-17% -$4.98M 1.23% 15
2024
Q1 		$28.6M Sell
68,259
-2,878
-4% -$1.13M 1.27% 11
2023
Q4 		$25.4M Sell
71,137
-11,896
-14% -$4.31M 1.19% 12
2023
Q3 		$28.4M Sell
83,033
-6,321
-7% -$2.01M 1.45% 9
2023
Q2 		$27.8M Buy
89,354
+18,297
+26% +$5.12M 1.31% 10
2023
Q1 		$18.3M Sell
71,057
-3,543
-5% -$922K 0.84% 37
2022
Q4 		$20.9M Sell
74,600
-414
-0.6% -$120K 0.92% 30
2022
Q3 		$20.6M Sell
75,014
-88,574
-54% -$24.8M 0.98% 24
2022
Q2 		$38.1M Sell
163,588
-4,683
-3% -$1.1M 1.74% 6
2022
Q1 		$33.6M Buy
+168,271
New +$31.6M 1.33% 11

Other funds holding MUSA

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Leeward Investments's MUSA Position: Q2 2026 in Review

Leeward Investments reduced its Murphy USA (MUSA) stake by 48% in Q2 2026, selling an estimated $10.5M and leaving 20,500 shares worth $11M. The position accounts for 0.5% of the portfolio, ranked #84.

Leeward Investments first reported a position in MUSA in Q1 2022 and has held it in 18 quarters since. The position peaked at $38.1M in Q2 2022. 179 funds tracked by Wall St. Rank hold MUSA as of Q2 2026.

  • Leeward Investments held 20,500 shares of Murphy USA worth $11M as of Q2 2026.
  • Leeward Investments sold 19,305 Murphy USA shares in Q2 2026, an estimated $10.5M.
  • Murphy USA made up 0.5% of Leeward Investments's portfolio in Q2 2026, its #84 holding.
  • Leeward Investments first reported a position in Murphy USA in Q1 2022 and has held it in 18 quarters since.
  • Leeward Investments's Murphy USA position peaked at $38.1M in Q2 2022.
  • 179 funds tracked by Wall St. Rank held Murphy USA as of Q2 2026.

Based on Leeward Investments's 13F filing for Q2 2026, filed 30 Jul 2026.