CASY — CASEY'S GENERAL STORES COM

Ownership history in LVM CAPITAL MANAGEMENT LTD/MI  ·  102 quarters on record

AI Ownership Summary

LVM CAPITAL MANAGEMENT LTD/MI reported CASEY'S GENERAL STORES COM (CASY) in 102 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.26% in 2026 Q1. The latest visible filing shows CASY at 0.26% 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 LVM CAPITAL MANAGEMENT LTD/MI's position in CASEY'S GENERAL STORES COM, 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
2026 Q1

CASY was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

CASY stock page LVM CAPITAL MANAGEMENT LTD/MI fund profile LVM CAPITAL MANAGEMENT LTD/MI full holdings
How LVM CAPITAL MANAGEMENT LTD/MI 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)
2026 Q1 UNCHANGED 3,780 — 0% 0.26% $2.8M 2026-05-15 (Est.) $758.76
2025 Q4 UNCHANGED 3,780 — 0% 0.19% $2.1M 2026-01-12 $601.89
2025 Q3 UNCHANGED 3,780 — 0% 0.21% $2.1M 2025-10-09 $551.12
2025 Q2 REDUCED 3,780 -110 -2.8% 0.20% $1.9M 2025-07-02 $509.32
2025 Q1 UNCHANGED 3,890 — 0% 0.19% $1.7M 2025-04-08 $414.74
2024 Q4 UNCHANGED 3,890 — 0% 0.17% $1.5M 2025-01-10 $383.98
2024 Q3 UNCHANGED 3,890 — 0% 0.17% $1.5M 2024-10-03 $364.21
2024 Q2 UNCHANGED 3,890 — 0% 0.17% $1.5M 2024-07-16 $380.26
2024 Q1 UNCHANGED 3,890 — 0% 0.15% $1.2M 2024-04-15 $309.89
2023 Q4 UNCHANGED 3,890 — 0% 0.14% $1.1M 2024-01-12 $284.42
92 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CASY

As of 2026 Q1 — sorted by position size

Barden Capital Management, Inc. 3Y 1.75% Bath Savings Trust Co 3Y 7Y 0.83% Olistico Wealth, LLC 3Y 0.54% West Financial Advisors, LLC 3Y 0.27% Fulcrum Equity Management 3Y 7Y 0.21% Clarus Wealth Advisors 3Y 7Y 0.2% Accel Wealth Management 3Y 0.18% First Citizens Financial Corp 3Y 0.14% RDA Financial Network 3Y 0.11% Ares Financial Consulting, LLC 0.11%

FAQ About LVM CAPITAL MANAGEMENT LTD/MI and CASY

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

How long has LVM CAPITAL MANAGEMENT LTD/MI reported owning CASY?

LVM CAPITAL MANAGEMENT LTD/MI reported CASY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CASY position in LVM CAPITAL MANAGEMENT LTD/MI's portfolio?

The largest reported portfolio weight for CASY was 0.26% in 2026 Q1.

What is the latest reported CASY position on this page?

The most recent filing on this page is 2026 Q1, when LVM CAPITAL MANAGEMENT LTD/MI reported 3,780 shares, equal to 0.26% of portfolio, with an estimated market value of $2.8M.

What does the chart on this CASY ownership page compare?

The chart compares LVM CAPITAL MANAGEMENT LTD/MI'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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