RETIREMENT GUYS FORMULA LLC CASY — CASEYS GEN STORES INC

Ownership history in RETIREMENT GUYS FORMULA LLC  ·  6 quarters on record

AI Ownership Summary

RETIREMENT GUYS FORMULA LLC reported CASEYS GEN STORES INC (CASY) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.68% in 2026 Q1. The latest visible filing shows CASY at 0.46% 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.

What this CASY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RETIREMENT GUYS FORMULA LLC's position in CASEYS GEN STORES INC, 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 Q2

CASY was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% 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
2025 Q1 to 2026 Q2

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 RETIREMENT GUYS FORMULA LLC fund profile RETIREMENT GUYS FORMULA LLC full holdings
How RETIREMENT GUYS FORMULA LLC held CASY — position size vs. price
% of Fund (quarterly)    CASY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 1,536 -489 -24.1% 0.46% $1.2M 2026-07-30 $866.85
2026 Q1 ADDED — — — 2,025 +1,603 +379.9% 0.68% $1.5M 2026-04-22 $781.78
2025 Q4 REDUCED — — — 422 -15 -3.4% 0.11% $233K 2026-01-23 $621.85
2025 Q3 REDUCED — — — 437 -7 -1.6% 0.09% $247K 2025-10-21 $546.23
2025 Q2 REDUCED 8.3% +10.1% ❌ 444 -40 -8.3% 0.09% $226K 2025-07-15 $515.30
2025 Q1 INITIATED — — — 484 — — 0.10% $210K 2025-04-23 $452.82

🏢 Other funds also holding CASY

As of 2026 Q2 — sorted by position size

Arkfeld Wealth Strategies, L.L.C. 3Y 4.84% Hunter Perkins Capital Management, LLC 3Y 3.39% Raub Brock Capital Management LP 3Y 7Y 3.2% Westview Management dba Westview Investment Advisors 2.48% EULAV Asset Management 3Y 7Y 2.33% Robbins Farley 3Y 2.09% WD RUTHERFORD LLC 3Y 1.93% Fruth Investment Management 3Y 7Y 1.92% Leibman Financial Services, Inc. 1.88% JAG CAPITAL MANAGEMENT, LLC 3Y 7Y 1.86%

FAQ About RETIREMENT GUYS FORMULA LLC and CASY

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

How long has RETIREMENT GUYS FORMULA LLC reported owning CASY?

RETIREMENT GUYS FORMULA LLC reported CASY across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported CASY position in RETIREMENT GUYS FORMULA LLC's portfolio?

The largest reported portfolio weight for CASY was 0.68% in 2026 Q1.

What is the latest reported CASY position on this page?

The most recent filing on this page is 2026 Q2, when RETIREMENT GUYS FORMULA LLC reported 1,536 shares, equal to 0.46% of portfolio, with an estimated market value of $1.2M.

What does the chart on this CASY ownership page compare?

The chart compares RETIREMENT GUYS FORMULA LLC'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.

How well did RETIREMENT GUYS FORMULA LLC time their CASY position?

Based on 13F filing dates vs. subsequent CASY price moves, RETIREMENT GUYS FORMULA LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on CASY relative to SPY over the holding period was +1678.1%.

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