SEC 13F Intelligence

Speece Thorson Capital Group Inc / CASY

Speece Thorson Capital Group Inc’s Caseys Gen Stores Inc Position

Does Speece Thorson Capital Group Inc own Caseys Gen Stores Inc (CASY)? Yes — 13.0K shares worth $9M (+2.16% of its 13F portfolio) as of Q1 2026, down from 18.4K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
13.0K
% of Portfolio
+2.16%
Quarters Held
29
currently held

Position History CASY

Reported value by quarter
Q1 ’19: $8MQ1 ’19Q2 ’19: $8MQ3 ’19: $8MQ4 ’19: $8MQ1 ’20: $7MQ1 ’20Q2 ’20: $9MQ3 ’20: $11MQ4 ’20: $11MQ1 ’21: $13MQ1 ’21Q2 ’21: $11MQ3 ’21: $11MQ4 ’21: $12MQ1 ’22: $11MQ1 ’22Q2 ’22: $10MQ3 ’22: $11MQ4 ’22: $12MQ1 ’23: $12MQ1 ’23Q2 ’23: $13MQ3 ’23: $8MQ4 ’23: $8MQ1 ’24: $10MQ1 ’24Q2 ’24: $11MQ3 ’24: $11MQ4 ’24: $9MQ1 ’25: $10MQ1 ’25Q2 ’25: $12MQ3 ’25: $11MQ4 ’25: $10MQ1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202613.0K$9M+2.16%
Q4 202518.4K$10M+2.20%
Q3 202519.2K$11M+2.17%
Q2 202523.4K$12M+2.43%
Q1 202523.1K$10M+2.06%
Q4 202423.4K$9M+1.83%
Q3 202429.3K$11M+2.03%
Q2 202429.4K$11M+2.29%
Q1 202429.9K$10M+1.84%
Q4 202330.3K$8M+1.71%
Q3 202330.1K$8M+1.80%
Q2 202354.3K$13M+2.71%
Q1 202355.0K$12M+2.51%
Q4 202255.6K$12M+2.68%
Q3 202255.6K$11M+2.57%
Q2 202254.1K$10M+2.36%
Q1 202253.8K$11M+2.28%
Q4 202159.0K$12M+2.23%
Q3 202158.8K$11M+2.32%
Q2 202158.9K$11M+2.39%
Q1 202159.2K$13M+2.69%
Q4 202059.5K$11M+2.53%
Q3 202060.4K$11M+2.84%
Q2 202060.1K$9M+2.59%
Q1 202055.2K$7M+2.52%
Q4 201950.1K$8M+2.06%
Q3 201950.4K$8M+2.17%
Q2 201951.7K$8M+2.15%
Q1 201964.0K$8M+2.27%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Speece Thorson Capital Group Inc’s full portfolio or all institutional holders of CASY.