Position in CASY
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$695,106
New position
Shares Held
955
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026Optimize Financial Inc holds $2,002,717 across 3 Specialty Retail names. CASY ranks #1 (34.7% of the industry book) .
All Filings in CASY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $695,106 | 955 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||