DF DENT & CO INC

Position in MUSA — Murphy USA Inc.

CIK 934999 BALTIMORE, MD

Position in MUSA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$11,359,828

-$6,764,676 QoQ

Shares Held

22,997

-48.8% QoQ

Ownership

0.125%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

DF DENT & CO INC holds $14,921,534 across 4 Specialty Retail names. MUSA ranks #1 (76.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MUSA	Murphy USA Inc. This page	22,997	$11,359,828
2	TSCO	Tractor Supply Co /De/	31,850	$1,442,805
3	DKS	Dick's Sporting Goods, Inc.	5,475	$1,085,637
4	WSM	Williams Sonoma Inc	5,667	$1,033,264

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,359,828	22,997	-48.8%	Shares	Sole	2026-05-15
2025-12-31	$18,124,504	44,916	-35.7%	Shares	Sole	2026-02-17
2025-09-30	$27,100,936	69,801	-19.2%	Shares	Sole	2025-11-14
2025-06-30	$35,144,672	86,393	+23.8%	Shares	Sole	2025-08-14
2025-03-31	$32,795,556	69,806	-2.7%	Shares	Sole	2025-05-15
2024-12-31	$36,014,109	71,777	-6.9%	Shares	Sole	2025-02-12
2024-09-30	$37,993,869	77,087	+8.4%	Shares	Sole	2024-11-15
2024-06-30	$33,373,441	71,089	+16.2%	Shares	Sole	2024-08-14
2024-03-31	$25,645,398	61,177	-0.2%	Shares	Sole	2024-05-15
2023-12-31	$21,863,189	61,317	+22.1%	Shares	Sole	2024-02-14
2023-09-30	$17,154,504	50,199	+31.3%	Shares	Sole	2023-11-14
2023-06-30	$11,890,624	38,220	+0.5%	Shares	Sole	2023-08-14
2023-03-31	$9,811,061	38,020	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.