Position in CASY
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,384
+$201 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,045
of 1,075 holders
Holding Since
Dec 2023
11 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 Jun 30, 2026Bruce G. Allen Investments, LLC holds $52,519 across 11 Specialty Retail names. CASY ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BBWI |
Bath & Body Works, Inc.
|
1,021 | $23,615 | |
| 2 | BBY |
Best Buy Co Inc
|
95 | $7,208 | |
| 3 | WSM |
Williams Sonoma Inc
|
27 | $6,293 | |
| 4 | TSCO |
Tractor Supply Co /De/
|
178 | $5,626 | |
| 5 | CASY |
Caseys General Stores Inc
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|
3 | $2,384 | |
| 6 | MUSA |
Murphy USA Inc.
|
4 | $2,155 | |
| 7 | RH |
Rh
|
9 | $1,482 | |
| 8 | GME |
GameStop Corp.
|
60 | $1,324 |
All Filings in CASY
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,384 | 3 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,183 | 3 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,658 | 3 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,695 | 3 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,530 | 3 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,302 | 3 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,188 | 3 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $1,127 | 3 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,144 | 3 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $955 | 3 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $824 | 3 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||