Position in MUSA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$29,098
+$2,424 QoQ
Shares Held
54
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#510
of 605 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MUSA Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Davis Capital Management holds $30,772 across 9 Specialty Retail names. MUSA ranks #1 (94.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUSA |
Murphy USA Inc.
This page
|
54 | $29,098 | |
| 2 | TSCO |
Tractor Supply Co /De/
|
15 | $474 | |
| 3 | WSM |
Williams Sonoma Inc
|
2 | $466 | |
| 4 | DKS |
Dick's Sporting Goods, Inc.
|
1 | $226 | |
| 5 | ASO |
Academy Sports & Outdoors, Inc.
|
4 | $188 | |
| 6 | GME |
GameStop Corp.
|
8 | $176 | |
| 7 | SBH |
Sally Beauty Holdings, Inc.
|
5 | $70 | |
| 8 | EYE |
National Vision Holdings, Inc.
|
2 | $38 |
All Filings in MUSA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,098 | 54 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $26,674 | 54 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $21,790 | 54 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $20,966 | 54 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $25,369 | 54 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $27,094 | 54 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $26,614 | 54 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $25,350 | 54 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $22,636 | 54 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $19,254 | 54 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||