Position in MUSA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$263,005,927
+$99,520,609 QoQ
Shares Held
532,433
+31.4% QoQ
Ownership
2.88%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 14.049279439854404.ToString("F0")%
Shared 85.9507205601456.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MUSA Over Time
Shares Held
Position Value (USD)
Derivatives in MUSA
reported options exposure · as of Jun 30, 2025CallValue
$1,627,200
CallShares
4,000
PutValue
$0
PutShares
0
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, 2026BARCLAYS PLC holds $556,572,141 across 32 Specialty Retail names. MUSA ranks #1 (47.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUSA |
Murphy USA Inc.
This page
|
532,433 | $263,005,927 | |
| 2 | ULTA |
Ulta Beauty, Inc.
|
148,232 | $77,482,346 | |
| 3 | TSCO |
Tractor Supply Co /De/
|
1,017,226 | $46,080,336 | |
| 4 | WSM |
Williams Sonoma Inc
|
247,943 | $45,207,446 | |
| 5 | BBY |
Best Buy Co Inc
|
517,350 | $33,213,868 | |
| 6 | CASY |
Caseys General Stores Inc
|
41,290 | $30,053,337 | |
| 7 | DKS |
Dick's Sporting Goods, Inc.
|
106,664 | $21,150,402 | |
| 8 | FIVE |
Five Below, Inc
|
90,334 | $20,639,511 |
All Filings in MUSA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $263,005,927 | 532,433 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $163,485,318 | 405,148 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $164,939,833 | 424,818 | Shares | Defined | 2026-03-31 | |
| 2025-06-30 | $1,627,200 | 4,000 | Call | Sole | 2026-02-27 | |
| 2025-06-30 | $41,284,910 | 101,487 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $13,363,744 | 28,445 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $15,558,263 | 31,008 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $4,874,483 | 9,890 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $3,171,201 | 6,755 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $9,117,600 | 21,750 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $6,669,454 | 18,705 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $6,661,000 | 19,492 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $9,233,121 | 29,678 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $7,398,809 | 28,672 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $6,722,377 | 24,048 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $6,726,496 | 24,468 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $13,053,294 | 56,054 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,071,184 | 5,357 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $17,311,166 | 86,886 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $5,546,676 | 33,162 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $5,676,893 | 42,565 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,192,805 | 42,839 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $8,916,303 | 68,131 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $9,217,994 | 71,864 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $8,093,869 | 71,888 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $5,776,297 | 68,472 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||