CASY CASEY'S GENERAL STORES

Ownership history in JLB & ASSOCIATES INC  ·  39 quarters on record

AI Ownership Summary

JLB & ASSOCIATES INC reported CASEY'S GENERAL STORES (CASY) in 39 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.81% in 2025 Q4. The latest visible filing shows CASY at 3.81% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CASY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JLB & ASSOCIATES INC's position in CASEY'S GENERAL STORES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CASY was reported at 3.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.81% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How JLB & ASSOCIATES INC held CASY — position size vs. price
% of Fund (quarterly)    CASY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 51,123 +1,667 +3.4% 3.81% $28.3M 2026-02-14 (Est.) $665.86
2025 Q3 ADDED 49,456 +2,659 +5.7% 3.68% $28.0M 2025-10-30 $517.49
2025 Q2 ADDED 46,797 +1,823 +4.1% 3.33% $23.9M 2025-07-17 $514.06
2025 Q1 ADDED 44,974 +1,945 +4.5% 2.72% $19.5M 2025-04-17 $458.14
2024 Q4 ADDED 43,029 +749 +1.8% 2.31% $17.0M 2025-02-03 $417.82
2024 Q3 ADDED 42,280 +7,296 +20.9% 2.04% $15.9M 2024-10-02 $367.71
2024 Q2 ADDED 34,984 +4,598 +15.1% 1.80% $13.3M 2024-07-18 $373.44
2024 Q1 ADDED 30,386 +23,437 +337.3% 1.29% $9.7M 2024-04-30 $317.05
2023 Q4 ADDED 6,949 +3,258 +88.3% 0.27% $1.9M 2024-01-22 $283.00
2023 Q3 ADDED 3,691 +642 +21.1% 0.16% $1.0M 2023-11-01 $267.29
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About JLB & ASSOCIATES INC and CASY

These are the practical questions this page is built to answer before you even open the full history table.

How long has JLB & ASSOCIATES INC reported owning CASY?

JLB & ASSOCIATES INC reported CASY across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported CASY position in JLB & ASSOCIATES INC's portfolio?

The largest reported portfolio weight for CASY was 3.81% in 2025 Q4.

What is the latest reported CASY position on this page?

The most recent filing on this page is 2025 Q4, when JLB & ASSOCIATES INC reported 51,123 shares, equal to 3.81% of portfolio, with an estimated market value of $28.3M.

What does the chart on this CASY ownership page compare?

The chart compares JLB & ASSOCIATES INC's quarterly CASY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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