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 Q2	–	Sell	-8,200	Closed	-$5.97M	–	35
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 $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

Skye Global Management's CASY Position: Q2 2026 in Review

Skye Global Management sold out of Casey's General Stores (CASY) in Q2 2026, closing a stake of 8,200 shares — an estimated $5.97M sold.

Skye Global Management first reported a position in CASY in Q1 2024 and held it in 9 quarters. The position peaked at $87.2M in Q2 2024. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Skye Global Management reported no remaining Casey's General Stores position as of Q2 2026 after selling out during the quarter.
Skye Global Management sold 8,200 Casey's General Stores shares in Q2 2026, an estimated $5.97M.
Skye Global Management first reported a position in Casey's General Stores in Q1 2024 and held it in 9 quarters.
Skye Global Management's Casey's General Stores position peaked at $87.2M in Q2 2024.
1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Skye Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.