Position in MUSA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$33,373,107
+$32,468,819 QoQ
Shares Held
67,561
+2914.8% QoQ
Ownership
0.366%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
14 quarters on record
Voting authority
Sole 98.7566791492133.ToString("F0")%
Shared 0.ToString("F0")%
None 1.2433208507866964.ToString("F0")%
Common Shares in MUSA Over Time
Shares Held
Position Value (USD)
Derivatives in MUSA
reported options exposure · as of Dec 31, 2025CallValue
$605,280
CallShares
1,500
PutValue
$363,168
PutShares
900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $473,665,671 across 25 Specialty Retail names. MUSA ranks #3 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIVE |
Five Below, Inc
|
1,434,245 | $327,696,297 | |
| 2 | RH |
Rh
|
276,752 | $38,695,464 | |
| 3 | MUSA |
Murphy USA Inc.
This page
|
67,561 | $33,373,107 | |
| 4 | BBWI |
Bath & Body Works, Inc.
|
1,237,549 | $23,105,039 | |
| 5 | WOOF |
Petco Health & Wellness Company, Inc.
|
5,969,574 | $16,595,415 | |
| 6 | BOBS |
Bob's Discount Furniture, Inc.
|
564,122 | $6,628,433 | |
| 7 | BBY |
Best Buy Co Inc
|
92,165 | $5,916,993 | |
| 8 | ARKO |
ARKO Corp.
|
653,492 | $3,633,415 |
All Filings in MUSA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,373,107 | 67,561 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $904,288 | 2,241 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $605,280 | 1,500 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $363,168 | 900 | Put | Sole | 2026-02-17 | |
| 2024-03-31 | $7,297,014 | 17,407 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,139,360 | 6,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,288,563 | 27,181 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,866,660 | 6,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,406,147 | 20,950 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $23,455,083 | 83,906 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,496,457 | 9,081 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $55,695,285 | 239,169 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $17,267,945 | 86,357 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,099,120 | 35,631 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $994,717 | 6,881 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $1,284,880 | 10,017 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||