Position in BBY
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$46,062,534
+$64,761 QoQ
Shares Held
717,485
+4.4% QoQ
Ownership
0.340%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96.73818964856407.ToString("F0")%
Shared 0.ToString("F0")%
None 3.2618103514359182.ToString("F0")%
Common Shares in BBY Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $583,860,925 across 19 Specialty Retail names. BBY ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSCO |
Tractor Supply Co /De/
|
7,329,552 | $332,028,702 | |
| 2 | CASY |
Caseys General Stores Inc
|
238,810 | $173,820,244 | |
| 3 | BBY |
Best Buy Co Inc
This page
|
717,485 | $46,062,534 | |
| 4 | ULTA |
Ulta Beauty, Inc.
|
15,987 | $8,356,563 | |
| 5 | FIVE |
Five Below, Inc
|
25,078 | $5,729,820 | |
| 6 | MUSA |
Murphy USA Inc.
|
9,284 | $4,586,014 | |
| 7 | WSM |
Williams Sonoma Inc
|
17,234 | $3,142,273 | |
| 8 | DKS |
Dick's Sporting Goods, Inc.
|
10,888 | $2,158,980 |
All Filings in BBY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $46,062,534 | 717,485 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $45,997,773 | 687,252 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $56,297,423 | 744,478 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $51,598,063 | 768,629 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $58,378,837 | 793,083 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $71,932,315 | 838,372 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $90,939,223 | 880,341 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $79,447,284 | 942,547 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $78,291,972 | 954,431 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $74,179,770 | 947,621 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $62,432,200 | 898,693 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $79,347,511 | 968,243 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $75,526,087 | 964,943 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $62,970,943 | 785,076 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $49,869,417 | 787,329 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $51,112,087 | 784,048 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $9,876,011 | 108,647 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $4,504,739 | 44,338 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,266,348 | 40,359 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,962,075 | 43,156 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $4,717,312 | 41,088 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $4,335,973 | 43,451 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $4,610,520 | 41,428 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $3,283,533 | 37,625 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,445,699 | 42,907 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||