CASEY'S GENERAL STORES INC (CASY)

Super-investor holdings · 2026 Q2

Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end.

All institutions · Form 13F

Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).

Insider trading · Form 4

0 insiders bought on the open market in the last 90 days (0 purchases, $0), against 23 sales by 4 insiders ($22.8M).

Source: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.

Politician trading · U.S. House

1 House members reported buying (1 purchases vs 0 sales). Bought by Democrats. Latest buy: Apr 7, 2026.

Source: U.S. House Clerk STOCK Act periodic transaction reports, as of Oct 3, 2026. Reported amounts are ranges, and reports can arrive up to 45 days after the trade. Senate reports are not included yet.

Screens & lenses

Politicians

· Bought by Members — Last 6 months: bought by a U.S. House member

Financial Screens

· Buffett — Companies with high ROE sustained for more than a decade

· Dividend Growth — Dividends raised for more than 10 years

· Gross Profitability (Novy-Marx) — High gross profit relative to total assets

· Earnings Quality (Cash Conversion) — Profits that actually come back as cash

· Earnings Stability — Small earnings swings and almost no loss years

Key figures

· Buffett — Latest ROE: 18.1% · Years ROE ≥15% (of 10): 8 · 10-yr avg ROE: 16.9% · Latest net income: $714.4M

· Dividend Growth — Dividend per share: 1.52 · Dividend yield: 0.2% · Straight dividend years: 9 · 10-yr dividend growth: —

· Gross Profitability (Novy-Marx) — Gross profit / assets: 54.4% · Gross margin: 23.4%

· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 1.90 · Operating cash flow: $1.4B · Net income: $714.4M

· Earnings Stability — Earnings variation (CV): 0.42 · Loss years (of 10): 0 · Latest net income: $714.4M

· Bought by Members — Members buying: 1 · Buy txns: 1 · Sell txns: 0 · Latest buy: Apr 7, 2026

Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.

Signal record

Measured from SEC 13F filings: entry at the close on the first trading day after each quarter’s filing deadline, exit one quarter later on the same rule, dividend-adjusted closes. Past records do not guarantee future results — see Track Record and Methodology.