Skye Global Management’s Casey's General Stores CASY Stock Holding History

Skye Global 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	$5.97M	Sell	8,200 -88,300	-92%	-$57.5M	0.12%	37
2025 Q4	$53.3M	Sell	96,500 -29,500	-23%	-$16.2M	0.98%	18
2025 Q3	$71.2M	Hold	126,000	–	–	1.43%	13
2025 Q2	$64.3M	Hold	126,000	–	–	1.12%	17
2025 Q1	$54.7M	Sell	126,000 -42,500	-25%	-$17.4M	1.45%	16
2024 Q4	$66.8M	Sell	168,500 -50,000	-23%	-$20.1M	1.39%	14
2024 Q3	$82.1M	Sell	218,500 -10,000	-4%	-$3.74M	1.98%	11
2024 Q2	$87.2M	Buy	228,500 +167,250	+273%	+$55.8M	1.97%	13
2024 Q1	$19.5M	Buy	+61,250	New	+$17.9M	0.46%	18

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

Skye Global Management's CASY Position: Q1 2026 in Review

Skye Global Management reduced its Casey's General Stores (CASY) stake by 92% in Q1 2026, selling an estimated $57.5M and leaving 8,200 shares worth $5.97M. The position accounts for 0.12% of the portfolio, ranked #37.

Skye Global Management first reported a position in CASY in Q1 2024 and has held it in 9 quarters since. The position peaked at $87.2M in Q2 2024. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

Skye Global Management held 8,200 shares of Casey's General Stores worth $5.97M as of Q1 2026.
Skye Global Management sold 88,300 Casey's General Stores shares in Q1 2026, an estimated $57.5M.
Casey's General Stores made up 0.12% of Skye Global Management's portfolio in Q1 2026, its #37 holding.
Skye Global Management first reported a position in Casey's General Stores in Q1 2024 and has held it in 9 quarters since.
Skye Global Management's Casey's General Stores position peaked at $87.2M in Q2 2024.
957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Skye Global Management's 13F filing for Q1 2026, filed 15 May 2026.