Position in CASY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,889,061
+$236,012 QoQ
Shares Held
3,635
-0.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#388
of 1,075 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CASY Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026BURNEY CO/ holds $19,580,452 across 5 Specialty Retail names. CASY ranks #3 (14.8% of the industry book) .
All Filings in CASY
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,889,061 | 3,635 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,653,049 | 3,645 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,844,945 | 3,338 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $1,887,037 | 3,338 | Shares | Defined | 2025-10-16 | |
| 2025-06-30 | $1,830,848 | 3,588 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $1,652,824 | 3,808 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,938,753 | 4,893 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,872,538 | 4,984 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,991,742 | 5,220 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,775,039 | 5,574 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $10,673,923 | 38,851 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||