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Rip Road Capital Partners’s Casey's General Stores CASY Stock Holding History

Rip Road Capital Partners’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
2025
Q4 		$4.14M Sell
7,483
-1,753
-19% -$965K 6.61% 8
2025
Q3 		$5.22M Sell
9,236
-2,004
-18% -$1.05M 5.62% 9
2025
Q2 		$5.74M Sell
11,240
-4,038
-26% -$1.86M 5.81% 8
2025
Q1 		$6.63M Buy
15,278
+612
+4% +$251K 7.3% 5
2024
Q4 		$5.81M Buy
14,666
+5,800
+65% +$2.34M 4.92% 11
2024
Q3 		$3.33M Hold
8,866
– – 2.97% 15
2024
Q2 		$3.38M Sell
8,866
-27,887
-76% -$9.31M 2.97% 14
2024
Q1 		$11.7M Sell
36,753
-4,378
-11% -$1.28M 10.37% 4
2023
Q4 		$11.3M Buy
41,131
+1,300
+3% +$356K 12.28% 3
2023
Q3 		$10.8M Hold
39,831
– – 10.82% 3
2023
Q2 		$9.71M Hold
39,831
– – 11.61% 2
2023
Q1 		$8.62M Hold
39,831
– – 12.94% 4
2022
Q4 		$8.94M Hold
39,831
– – 11.84% 3
2022
Q3 		$8.07M Hold
39,831
– – 10.65% 3
2022
Q2 		$7.37M Sell
39,831
-18,348
-32% -$3.69M 9.71% 5
2022
Q1 		$11.5M Hold
58,179
– – 5.88% 10
2021
Q4 		$11.5M Sell
58,179
-21,428
-27% -$4.14M 3.68% 14
2021
Q3 		$15M Sell
79,607
-5,053
-6% -$991K 4.43% 15
2021
Q2 		$16.5M Sell
84,660
-3,240
-4% -$698K 4.46% 14
2021
Q1 		$19M Hold
87,900
– – 5.54% 11
2020
Q4 		$15.7M Hold
87,900
– – 4.69% 13
2020
Q3 		$15.6M Buy
87,900
+19,200
+28% +$3.24M 5.29% 12
2020
Q2 		$10.3M Hold
68,700
– – 4.9% 13
2020
Q1 		$9.1M Buy
+68,700
New +$11.1M 6.01% 8

Other funds holding CASY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Rip Road Capital Partners's CASY Position: Q4 2025 in Review

Rip Road Capital Partners reduced its Casey's General Stores (CASY) stake by 19% in Q4 2025, selling an estimated $965K and leaving 7,483 shares worth $4.14M. The position accounts for 6.61% of the portfolio, ranked #8.

Rip Road Capital Partners first reported a position in CASY in Q1 2020 and has held it in 24 quarters since. The position peaked at $19M in Q1 2021. 865 funds tracked by Wall St. Rank hold CASY as of Q4 2025.

  • Rip Road Capital Partners held 7,483 shares of Casey's General Stores worth $4.14M as of Q4 2025.
  • Rip Road Capital Partners sold 1,753 Casey's General Stores shares in Q4 2025, an estimated $965K.
  • Casey's General Stores made up 6.61% of Rip Road Capital Partners's portfolio in Q4 2025, its #8 holding.
  • Rip Road Capital Partners first reported a position in Casey's General Stores in Q1 2020 and has held it in 24 quarters since.
  • Rip Road Capital Partners's Casey's General Stores position peaked at $19M in Q1 2021.
  • 865 funds tracked by Wall St. Rank held Casey's General Stores as of Q4 2025.

Based on Rip Road Capital Partners's 13F filing for Q4 2025, filed 17 Feb 2026.