Position in MUSA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$21,543,018
+$4,076,253 QoQ
Shares Held
43,612
+0.8% QoQ
Ownership
0.236%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.6245070164175.ToString("F0")%
Shared 0.ToString("F0")%
None 2.3754929835825003.ToString("F0")%
Common Shares in MUSA Over Time
Shares Held
Position Value (USD)
Derivatives in MUSA
reported options exposure · as of Dec 31, 2024CallValue
$0
CallShares
0
PutValue
$3,361,725
PutShares
6,700
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, 2026WELLS FARGO & COMPANY/MN holds $634,291,037 across 36 Specialty Retail names. MUSA ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSCO |
Tractor Supply Co /De/
|
5,709,436 | $258,637,449 | |
| 2 | ULTA |
Ulta Beauty, Inc.
|
222,172 | $116,131,524 | |
| 3 | WSM |
Williams Sonoma Inc
|
373,856 | $68,165,161 | |
| 4 | CASY |
Caseys General Stores Inc
|
79,226 | $57,665,434 | |
| 5 | DKS |
Dick's Sporting Goods, Inc.
|
212,260 | $42,089,033 | |
| 6 | MUSA |
Murphy USA Inc.
This page
|
43,612 | $21,543,018 | |
| 7 | RH |
Rh
|
108,990 | $15,238,979 | |
| 8 | BBY |
Best Buy Co Inc
|
220,357 | $14,146,917 |
All Filings in MUSA
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,543,018 | 43,612 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $17,466,765 | 43,286 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $18,541,354 | 47,755 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $19,544,705 | 48,045 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $24,686,634 | 52,546 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,361,725 | 6,700 | Put | Defined | 2025-02-13 | |
| 2024-12-31 | $27,505,432 | 54,819 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $32,581,168 | 66,105 | Shares | Defined | 2024-11-13 | |
| 2024-09-30 | $9,857,400 | 20,000 | Put | Defined | 2024-11-13 | |
| 2024-06-30 | $22,524,689 | 47,980 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $17,821,029 | 42,512 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $16,341,143 | 45,830 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $14,471,580 | 42,348 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $14,448,879 | 46,443 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $13,127,518 | 50,872 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $17,694,321 | 63,298 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $19,017,997 | 69,179 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $16,003,523 | 68,723 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $16,075,982 | 80,396 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $16,985,008 | 85,249 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $16,914,332 | 101,126 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $15,408,100 | 115,529 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $16,136,074 | 111,622 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $15,463,598 | 118,160 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $19,011,793 | 148,217 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $13,384,585 | 118,879 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $9,627,920 | 114,129 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||