SPEECE THORSON CAPITAL GROUP INC CASY — CASEYS GEN ST COM

Ownership history in SPEECE THORSON CAPITAL GROUP INC  ·  94 quarters on record

AI Ownership Summary

SPEECE THORSON CAPITAL GROUP INC reported CASEYS GEN ST COM (CASY) in 94 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.43% in 2025 Q2. The latest visible filing shows CASY at 2.20% 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 SPEECE THORSON CAPITAL GROUP INC's position in CASEYS GEN ST 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
2025 Q4

CASY was reported at 2.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.43% in 2025 Q2

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 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.

CASY stock page SPEECE THORSON CAPITAL GROUP INC fund profile SPEECE THORSON CAPITAL GROUP INC full holdings
How SPEECE THORSON CAPITAL GROUP INC 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 18,405 -794 -4.1% 2.20% $10.2M 2026-02-14 (Est.) $665.86
2025 Q3 REDUCED 18.0% +0.4% ❌ 19,199 -4,219 -18.0% 2.17% $10.9M 2025-11-20 $550.73
2025 Q2 ADDED — — — 23,418 +356 +1.5% 2.43% $11.9M 2025-08-05 $513.70
2025 Q1 REDUCED — — — 23,062 -323 -1.4% 2.06% $10.0M 2025-05-01 $454.12
2024 Q4 REDUCED 20.2% +9.7% ❌ 23,385 -5,931 -20.2% 1.83% $9.3M 2025-02-13 $440.68
2024 Q3 REDUCED — — — 29,316 -75 -0.3% 2.03% $11.0M 2024-11-05 $394.76
2024 Q2 REDUCED — — — 29,391 -536 -1.8% 2.29% $11.2M 2024-07-29 $384.94
2024 Q1 REDUCED — — — 29,927 -342 -1.1% 1.84% $9.5M 2024-04-23 $310.42
2023 Q4 ADDED — — — 30,269 +175 +0.6% 1.71% $8.3M 2024-02-23 $296.98
85 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

Arkfeld Wealth Strategies, L.L.C. 3Y 4.71% EVEXIA WEALTH LLC 4.07% Robbins Farley 3Y 2.65% Leibman Financial Services, Inc. 2.38% WD RUTHERFORD LLC 3Y 2.36% HENNESSY ADVISORS INC 3Y 7Y 2.31% ORSER CAPITAL MANAGEMENT, LLC 3Y 1.91% Fruth Investment Management 3Y 7Y 1.86% Barden Capital Management, Inc. 3Y 1.75% PROMETHIUM ADVISORS,LLC 1.53%

FAQ About SPEECE THORSON CAPITAL GROUP 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 SPEECE THORSON CAPITAL GROUP INC reported owning CASY?

SPEECE THORSON CAPITAL GROUP INC reported CASY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CASY position in SPEECE THORSON CAPITAL GROUP INC's portfolio?

The largest reported portfolio weight for CASY was 2.43% in 2025 Q2.

What is the latest reported CASY position on this page?

The most recent filing on this page is 2025 Q4, when SPEECE THORSON CAPITAL GROUP INC reported 18,405 shares, equal to 2.20% of portfolio, with an estimated market value of $10.2M.

What does the chart on this CASY ownership page compare?

The chart compares SPEECE THORSON CAPITAL GROUP 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.

How well did SPEECE THORSON CAPITAL GROUP INC time their CASY position?

Based on 13F filing dates vs. subsequent CASY price moves, SPEECE THORSON CAPITAL GROUP INC correctly timed 49 out of 90 reported position changes (54%). The annualised alpha on CASY relative to SPY over the holding period was +9.4%.

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