Daniel Loeb - Third Point
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    33
Portfolio value:    $2,082,795,760
Holdings Activity Buys Sells    History
Holding/activity history for  Casey's General Stores, Inc. (CASY)
← All CASY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 3.46 $551.41–728.54 · VW $669.27i SEC
2025   Q4 455,000 3.46 Reduce 9.00% 0.28 $497.38–575.98 · VW $542.02i $251,483,050 SEC
2025   Q3 500,000 3.16 Add 38.89% 0.88 $490.00–571.57 · VW $542.30i $282,660,000 SEC
2025   Q2 360,000 2.44 Add 20.00% 0.41 $397.80–514.32 · VW $474.13i $183,697,200 SEC
2025   Q1 300,000 2.02 Buy 2.02 $372.09–445.17 · VW $417.10i $130,212,000 SEC
Price snapshot:
Current price$859.10
52-week low$488.67
52-week high$927.85