Position in CASY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,288,200
+$502,760 QoQ
Shares Held
2,879
+17.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#420
of 1,075 holders
Holding Since
Dec 2024
7 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, 2026Williamson Legacy Group, LLC holds $2,974,997 across 2 Specialty Retail names. CASY ranks #1 (76.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
This page
|
2,879 | $2,288,200 | |
| 2 | FIVE |
Five Below, Inc
|
3,820 | $686,797 |
All Filings in CASY
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,288,200 | 2,879 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,785,440 | 2,453 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,322,635 | 2,393 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,374,292 | 2,431 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,278,226 | 2,505 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,036,053 | 2,387 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $317,776 | 802 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||