Lee Ainslie - Maverick Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    239
Portfolio value:    $8,599,101,588
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
2025   Q4 0 0.00 Sell 100.00% 0.02 $497.38–575.98 · VW $542.02i SEC
2025   Q3 2,687 0.02 Reduce 7.25% <0.01 $490.00–571.57 · VW $542.30i $1,519,015 SEC
2025   Q2 2,897 0.02 Buy 0.02 $397.80–514.32 · VW $474.13i $1,478,252 SEC
2024   Q3 0 0.00 Sell 100.00% 0.01 $350.52–401.07 · VW $375.77i SEC
2024   Q2 1,477 0.01 Reduce 47.23% <0.01 $306.45–389.44 · VW $359.15i $563,564 SEC
2024   Q1 2,799 0.02 Buy 0.02 $268.07–324.40 · VW $303.64i $891,342 SEC
2023   Q4 0 0.00 Sell 100.00% 0.04 $260.13–286.62 · VW $273.83i SEC
2023   Q3 7,371 0.04 Buy 0.04 $238.44–284.18 · VW $264.71i $2,001,374 SEC
2023   Q1 0 0.00 Sell 100.00% <0.01 $202.13–236.45 · VW $218.35i SEC
2022   Q4 1,090 <0.01 Add 9.44% <0.01 $197.61–249.90 · VW $223.95i $244,542 SEC
2022   Q3 996 <0.01 Reduce 95.81% 0.10 $183.23–223.90 · VW $203.22i $202,000 SEC
2022   Q2 23,768 0.11 Add 113.63% 0.06 $181.40–216.40 · VW $194.26i $4,397,000 SEC
2022   Q1 11,126 0.04 Buy 0.04 $170.82–202.50 · VW $190.50i $2,205,000 SEC
2021   Q4 0 0.00 Sell 100.00% <0.01 $181.25–203.72 · VW $194.11i SEC
2021   Q3 4,666 <0.01 Add 50.95% <0.01 $185.96–208.19 · VW $194.20i $879,000 SEC
2021   Q2 3,091 0.01 Reduce 77.23% 0.02 $192.33–229.18 · VW $205.38i $602,000 SEC
2021   Q1 13,573 0.03 Add 112.74% 0.01 $175.02–221.29 · VW $204.17i $2,934,000 SEC
2020   Q4 6,380 0.02 Reduce 7.63% <0.01 $165.38–196.58 · VW $180.19i $1,140,000 SEC
2020   Q3 6,907 0.02 Add 825.87% 0.02 $145.48–183.45 · VW $168.86i $1,227,000 SEC
2020   Q2 746 <0.01 Buy <0.01 $117.25–174.40 · VW $147.06i $112,000 SEC
2019   Q4 0 0.00 Sell 100.00% 0.14 $152.05–179.21 · VW $163.42i SEC
2019   Q3 59,750 0.14 Reduce 59.24% 0.20 $154.58–173.31 · VW $163.02i $9,629,000 SEC
2019   Q2 146,590 0.33 Buy 0.33 $127.75–156.82 · VW $146.85i $22,867,000 SEC
2018   Q4 0 0.00 Sell 100.00% 0.07 $116.23–137.08 · VW $127.15i SEC
2018   Q3 40,954 0.07 Reduce 84.37% 0.28 $102.47–130.74 · VW $120.77i $5,288,000 SEC
2018   Q2 262,020 0.33 Buy 0.33 $90.42–110.83 · VW $102.11i $27,533,000 SEC
2018   Q1 0 0.00 Sell 100.00% 0.21 $105.45–128.51 · VW $114.58i SEC
2017   Q4 138,810 0.21 Add 54.00% 0.07 $103.50–125.35 · VW $113.60i $15,538,000 SEC
2017   Q3 90,134 0.13 Buy 0.13 $99.76–112.61 · VW $107.27i $9,865,000 SEC
Price snapshot:
Current price$859.10
52-week low$488.67
52-week high$927.85