Position in FIVE
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$276,689
-$817,204 QoQ
Shares Held
1,211
-88.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
2 quarters on record
Voting authority
Sole 44%
Shared 37%
None 19%
Common Shares in FIVE Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Savant Capital, LLC holds $6,804,300 across 8 Specialty Retail names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
2,533 | $2,013,203 | |
| 2 | TSCO |
Tractor Supply Co /De/
|
46,485 | $1,469,390 | |
| 3 | MUSA |
Murphy USA Inc.
|
2,418 | $1,302,987 | |
| 4 | ULTA |
Ulta Beauty, Inc.
|
1,597 | $720,215 | |
| 5 | RH |
Rh
|
2,882 | $474,751 | |
| 6 | BBY |
Best Buy Co Inc
|
5,299 | $402,088 | |
| 7 | WSM |
Williams Sonoma Inc
|
1,048 | $244,288 | |
| 8 | MNSO |
MINISO Group Holding Ltd
|
14,708 | $177,378 |
All Filings in FIVE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $276,689 | 1,211 | Shares | Sole | 2026-05-04 | |
| 2024-12-31 | $1,093,893 | 10,422 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||