Position in CASY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$498,584
-$251,443 QoQ
Shares Held
685
-49.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CASY Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026Numerai GP LLC holds $3,740,786 across 7 Specialty Retail names. CASY ranks #4 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BBY |
Best Buy Co Inc
|
18,802 | $1,207,088 | |
| 2 | ARKO |
ARKO Corp.
|
100,061 | $556,339 | |
| 3 | MUSA |
Murphy USA Inc.
|
1,052 | $519,656 | |
| 4 | CASY |
Caseys General Stores Inc
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|
685 | $498,584 | |
| 5 | BWMX |
Betterware De Mexico, S.A.P.I. De C.V
|
22,114 | $372,842 | |
| 6 | TSCO |
Tractor Supply Co /De/
|
7,081 | $320,769 | |
| 7 | WINA |
Winmark Corp
|
621 | $265,508 |
All Filings in CASY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $498,584 | 685 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $750,027 | 1,357 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||