TwinBeech Capital’s Casey's General Stores CASY Stock Holding History

TwinBeech Capital’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	$4.28M	Buy	+5,379	New	+$4.33M	0.77%	46
2025 Q1	–	Sell	-9,372	Closed	-$3.71M	–	733
2024 Q4	$3.71M	Buy	+9,372	New	+$3.78M	0.06%	265
2024 Q1	–	Sell	-17,355	Closed	-$4.77M	–	578
2023 Q4	$4.77M	Buy	+17,355	New	+$4.75M	0.08%	278
2020 Q3	–	Sell	-9,500	Closed	-$1.42M	–	443
2020 Q2	$1.42M	Buy	9,500 +6,494	+216%	+$978K	0.31%	101
2020 Q1	$398K	Buy	+3,006	New	+$487K	0.16%	184

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

TwinBeech Capital's CASY Position: Q2 2026 in Review

TwinBeech Capital opened a new position in Casey's General Stores (CASY) in Q2 2026: 5,379 shares worth $4.28M. The stake represents 0.77% of the portfolio and ranks #46 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in CASY as recently as Q4 2024.

TwinBeech Capital first reported a position in CASY in Q1 2020 and has held it in 5 quarters since. The position peaked at $4.77M in Q4 2023. 1,084 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

TwinBeech Capital held 5,379 shares of Casey's General Stores worth $4.28M as of Q2 2026.
Casey's General Stores was a new TwinBeech Capital position in Q2 2026.
Casey's General Stores made up 0.77% of TwinBeech Capital's portfolio in Q2 2026, its #46 holding.
TwinBeech Capital first reported a position in Casey's General Stores in Q1 2020 and has held it in 5 quarters since.
TwinBeech Capital's Casey's General Stores position peaked at $4.77M in Q4 2023.
1,084 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

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