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NASDAQ · Consumer Discretionary

CASEYS GEN STORES INC CASY

Casey's General Stores, Inc., together with its subsidiaries, operates convenience stores under the Casey's and Casey’s General Store names in the United States. Its stores offer pizza, donuts, breakfast items, and sandwiches; and tobacco and nicotine products.

Sources StockAnalysis company profile stockanalysis.com
Retail-Auto Dealers and Gas Stations

Company profile

Business mix

  • Its stores offer pizza, donuts, breakfast items, and sandwiches; and tobacco and nicotine products.
  • In addition, its stores offer motor fuel for sale on a self-service basis; gasoline and diesel fuel; and ATM, lotto/lottery, and prepaid cards, as well as car wash services.
  • The company also operates distribution centers. Casey's General Stores, Inc. was founded in 1959 and is headquartered in Ankeny, Iowa.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in specialty retail?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 43.74 FCF 2.37% Buyback -0.06%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Gotham Asset Management Joel Greenblatt 0.1% $33.5M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $11.0M Estimated from net added shares
Reduction amount $282.7M Estimated from net reduced shares
Net share change / base shares -86.1% -284,884 / 330,904
Third Point Dan Loeb 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 20.0% 13F value change +$53.5M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 38.9% 13F value change +$99.0M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -9.0% 13F value change -$31.2M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$251.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 300,000 Last 4 periods -300,000 (-100.0%) Total shares 0 Value $0
Gotham Asset Management Joel Greenblatt 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 48.9% 13F value change +$16.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 30,904 Last 4 periods +15,116 (+48.9%) Total shares 46,020 Value $33.5M

Recent mentions

No public mentions.