Position in CASY
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$227,092
+$55,200 QoQ
Shares Held
312
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
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, 2026Basepoint Wealth LLC holds $452,553 across 4 Specialty Retail names. CASY ranks #1 (50.2% of the industry book) .
All Filings in CASY
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $227,092 | 312 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $171,892 | 311 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||