SEC 13F Intelligence

Copeland Capital Management, LLC / CASY

Copeland Capital Management, LLC’s Caseys Gen Stores Inc Position

Does Copeland Capital Management, LLC own Caseys Gen Stores Inc (CASY)? Yes59.0K shares worth $43M (+0.95% of its 13F portfolio) as of Q1 2026, down from 74.5K shares the prior filed quarter.

Position Value
$43M
Q1 2026
Shares
59.0K
% of Portfolio
+0.95%
Quarters Held
30
currently held

Position History CASY

Reported value by quarter
Q4 ’18: $24MQ4 ’18Q1 ’19: $22MQ2 ’19: $32MQ3 ’19: $35MQ4 ’19: $33MQ4 ’19Q1 ’20: $27MQ2 ’20: $31MQ3 ’20: $31MQ4 ’20: $29MQ4 ’20Q1 ’21: $36MQ2 ’21: $37MQ3 ’21: $37MQ4 ’21: $39MQ4 ’21Q1 ’22: $53MQ2 ’22: $49MQ3 ’22: $54MQ4 ’22: $69,097Q4 ’22Q1 ’23: $70,620Q2 ’23: $82MQ3 ’23: $92MQ4 ’23: $85MQ4 ’23Q1 ’24: $106MQ2 ’24: $104MQ3 ’24: $94MQ4 ’24: $97MQ4 ’24Q1 ’25: $103MQ2 ’25: $56MQ3 ’25: $49MQ4 ’25: $41MQ4 ’25Q1 ’26: $43Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202659.0K$43M+0.95%
Q4 202574.5K$41M+0.92%
Q3 202586.2K$49M+1.02%
Q2 2025110.0K$56M+1.15%
Q1 2025238.1K$103M+2.07%
Q4 2024243.7K$97M+1.80%
Q3 2024249.4K$94M+1.63%
Q2 2024273.4K$104M+1.95%
Q1 2024334.3K$106M+1.93%
Q4 2023308.6K$85M+1.70%
Q3 2023339.2K$92M+1.98%
Q2 2023337.3K$82M+1.70%
Q1 2023326.2K$70,620+1.66%
Q4 2022308.0K$69,097+1.82%
Q3 2022266.7K$54M+1.78%
Q2 2022264.4K$49M+1.55%
Q1 2022265.1K$53M+1.45%
Q4 2021219.8K$39M+1.73%
Q3 2021195.7K$37M+1.24%
Q2 2021190.4K$37M+1.33%
Q1 2021166.5K$36M+1.33%
Q4 2020161.8K$29M+1.23%
Q3 2020176.6K$31M+1.69%
Q2 2020204.9K$31M+1.73%
Q1 2020205.9K$27M+1.84%
Q4 2019207.2K$33M+1.56%
Q3 2019216.2K$35M+1.80%
Q2 2019206.9K$32M+1.80%
Q1 2019171.5K$22M+1.52%
Q4 2018184.0K$24M+1.83%

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