Position in MUSA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$652,571
New position
Shares Held
1,211
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#301
of 605 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Waverly Advisors, LLC holds $5,009,677 across 6 Specialty Retail names. MUSA ranks #4 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
1,774 | $1,409,957 | |
| 2 | WSM |
Williams Sonoma Inc
|
4,794 | $1,117,481 | |
| 3 | TSCO |
Tractor Supply Co /De/
|
33,558 | $1,060,767 | |
| 4 | MUSA |
Murphy USA Inc.
This page
|
1,211 | $652,571 | |
| 5 | FIVE |
Five Below, Inc
|
2,428 | $436,530 | |
| 6 | ULTA |
Ulta Beauty, Inc.
|
737 | $332,371 |
All Filings in MUSA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $652,571 | 1,211 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||