Leeward Investments, LLC - MA

Position in CASY — Caseys General Stores Inc

CIK 1923173 BOSTON, MA

Position in CASY

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$5,823,607

-$1,849,665 QoQ

Shares Held

8,001

-42.4% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 97.27534058242719.ToString("F0")% Shared 0.ToString("F0")% None 2.7246594175728034.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Leeward Investments, LLC - MA holds $25,486,082 across 2 Specialty Retail names. CASY ranks #2 (22.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MUSA	Murphy USA Inc.	39,805	$19,662,475
2	CASY	Caseys General Stores Inc This page	8,001	$5,823,607

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,823,607	8,001	-42.4%	Shares	Sole	2026-04-17
2025-12-31	$7,673,272	13,883	-4.9%	Shares	Sole	2026-02-05
2025-09-30	$8,251,976	14,597	-3.5%	Shares	Sole	2025-11-07
2025-06-30	$7,715,282	15,120	-18.4%	Shares	Sole	2025-07-31
2025-03-31	$8,046,233	18,538	-3.3%	Shares	Sole	2025-04-29
2024-12-31	$7,599,295	19,179	-3.2%	Shares	Sole	2025-02-04
2024-09-30	$7,442,439	19,809	-20.5%	Shares	Sole	2024-10-31
2024-06-30	$9,513,053	24,932	-22.1%	Shares	Sole	2024-07-19
2024-03-31	$10,197,724	32,023	+4.6%	Shares	Sole	2024-04-19
2023-12-31	$8,409,241	30,608	-2.6%	Shares	Sole	2024-02-02
2023-09-30	$8,533,602	31,429	-37.6%	Shares	Sole	2023-10-11
2023-06-30	$12,292,771	50,405	-6.6%	Shares	Sole	2023-07-27
2023-03-31	$11,684,943	53,982	-1.7%	Shares	Sole	2023-04-20
2022-12-31	$12,320,853	54,918	-1.2%	Shares	Sole	2023-02-02
2022-09-30	$11,257,276	55,586	-0.8%	Shares	Sole	2022-10-24
2022-06-30	$10,367,944	56,049	-0.8%	Shares	Sole	2022-07-19
2022-03-31	$11,202,153	56,528	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.